Freedom251 › Legal Trust Accounting Software
TrustEasyGo
What TrustEasyGo is
TrustEasyGo is paid web-based trust accounting software for South African legal practices. It records trust receipts, payments, and transfers with double-entry bookkeeping and an audit trail. Every client file can include a ledger with running balances, fees, and statements. For monthly three-way reconciliation, the system compares bank statements, the cashbook, and client ledgers, then flags differences. It tracks third-party invoices and can require a second authorizer for disbursements above a set threshold. Nine report types are available, including an annual audit pack exportable as an Excel ZIP. Client records can store verification dates, ID numbers, expiry dates, FICA status, and risk ratings. The maker says it supports LPC Rule 54 and retains transactions, statements, and reconciliations for five years. Data handling is described as aligned with POPIA and FICA, with multi-tenant isolation and audited access. A Claude-powered assistant answers questions about balances, reconciliations, compliance, and matter history. Accountants can manage invited practices from one login without a subscription fee for that role. Full access costs 399 ZAR a month.
Who it suits
It is designed for South African legal practices handling trust accounting, client ledgers, reconciliations, compliance records, and audit reporting. Accountants managing multiple practices may also benefit.
What it does well
- Double-entry records include an audit trail
- Monthly three-way reconciliation flags differences
- Matter ledgers show balances and statements
- Annual audit pack exports as Excel ZIP
- Claude assistant answers trust-account questions
What to know first
- No free plan
- Web platform only
- Full access costs 399.00 ZAR monthly
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Full access | R399/month · No per-user or per-matter fees · Cancel anytime | 399 ZAR a month |
As trusteasygo.co.za lists them, read 30 Sept 2026. The maker's own page has the final word.
Verdict
TrustEasyGo brings trust bookkeeping, reconciliation, compliance records, reporting, and an accounting assistant into one web application. Legal practices should weigh the monthly fee against their need for LPC, FICA, and POPIA-focused workflows.
Facts from TrustEasyGo's own pages
- Accountant access
- Accountants can manage multiple invited practices from one login, and the maker says there is no subscription fee for the accountant role. · trusteasygo.co.za, 30 Sept 2026
- AI assistant
- An in-app assistant powered by Claude can answer questions about trust balances, reconciliations, compliance status and matter history. · trusteasygo.co.za, 30 Sept 2026
- Bookkeeping
- It records trust receipts, payments and transfers using double-entry bookkeeping with an audit trail. · trusteasygo.co.za, 30 Sept 2026
- Client ledgers
- Each client file has a ledger with running balances, fee information and account statements. · trusteasygo.co.za, 30 Sept 2026
- FICA and KYC
- Client records can track verification dates, ID numbers, expiry dates, FICA status and risk ratings. · trusteasygo.co.za, 30 Sept 2026
- Invoices and disbursements
- It tracks third-party invoices and can require a second authoriser for disbursements above a configured threshold. · trusteasygo.co.za, 30 Sept 2026
- Legal compliance
- The maker says the software supports LPC Rule 54 requirements and retains transactions, statements and reconciliations for five years. · trusteasygo.co.za, 30 Sept 2026
- Purpose
- TrustEasyGo provides trust accounting software built for South African legal practices. · trusteasygo.co.za, 30 Sept 2026
- Reconciliation
- The system compares bank statements, the cashbook and client ledgers for monthly three-way reconciliation and flags differences. · trusteasygo.co.za, 30 Sept 2026
- Reports
- It offers nine report types and an annual audit pack exportable as an Excel ZIP. · trusteasygo.co.za, 30 Sept 2026
- Security
- The maker describes strict multi-tenant isolation, audited access and POPIA/FICA-aligned data handling. · trusteasygo.co.za, 30 Sept 2026
- Support
- The maker says it replies to WhatsApp enquiries within one business day and also offers email, phone and scheduled calls. · trusteasygo.co.za, 30 Sept 2026
Where TrustEasyGo stands on Freedom251
- Legal Trust Accounting Software#38 of 40