The Client

A well-established law firm recognized the critical importance of maintaining financial compliance, especially concerning IOLTA and escrow accounts.

The Challenge

The firm’s existing financial system was outdated and struggled to keep pace with the stringent legal financial regulations. They needed a modern, robust solution that could ensure ongoing compliance while streamlining their financial management processes. Failure to meet these requirements could result in severe legal and professional consequences.

The Solution

Streamline Accounting partnered with the law firm to implement QuickBooks Enterprise, a powerful financial management tool tailored to their specific needs. The team at Streamline configured the software to ensure strict compliance with IOLTA and escrow account regulations, providing peace of mind for the firm. In addition, Streamline offered ongoing monthly compliance support, guaranteeing that the firm’s financial practices remained in line with the latest legal requirements. By entrusting their financial management to Streamline’s experts, the law firm was able to focus on delivering exceptional legal services to their clients, confident in the knowledge that their finances were in capable hands.