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 399.00 ZAR per month.
Who it is for
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 is good
- 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
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.
TrustEasyGo plans and pricing
All plansCompared on legal trust accounting software
- Three-way reconciliation
- Yes
- Matter-level trust ledgers
- Yes
- Trust transfers
- Yes
- Audit trail
- Yes
- Primary platform
- web
