Features/Trust Accounting
Financial Compliance
Audit-ready Trust Accounts. Zero spreadsheets.
Manage client funds with absolute confidence. Immistack's ledger system is purpose-built for OMARA, OISC, and ICCRC compliance.
Compliant
Matter
Smith Family - 189 Visa
| Date | Description | Credit | Debit | Bal |
|---|---|---|---|---|
| 01 Oct | Initial Deposit | +$5,000.00 | - | $5,000.00 |
| 03 Oct | DHA Visa Fee | - | -$4,115.00 | $885.00 |
| 04 Oct | Prof. Fees (Inv #102) | - | -$885.00 | $0.00 |
Automated Compliance
System automatically prevents overdrafts and ensures funds are allocated to specific matters, not just the client.
One-Click Reporting
Generate your End of Month (EOM) reconciliation report and Client Account Statements in seconds.
Immutable Audit Trail
Every transaction is logged with user IP, timestamp, and modification history. Safe Harbor ready.