Getting audited? See where you stand.

If you have received a notice of audit

If your attorney trust accounts are being audited, the records you provide need to be as accurate, complete, and compliant as possible. If you have received a notice of audit or an ethics complaint, and you are not sure your records are in compliance — or you know they are not — contact us. Time may be of the essence. All conversations are confidential.

Why firms call TAME

Since 1993, attorney trust accounting is what we do. TAME Software & Consulting can help create the required records and has prepared a multitude of law firms for audits. We also help you build a plan so you are ready for the next one.

If records need to be reconstructed, we build them with software developed for attorney trust accounts, not generic accounting software. Many accountants call us to help their legal clients because they are not familiar with the rules. We lecture on attorney trust accounting.

Questions worth asking

• How many times have you helped other law firms get ready for an audit?
• What records are required for the attorney trust account?
• What is a three-way reconciliation?
• Will you provide a plan so this does not happen again?
• What software will you use to create compliant records?
• If you are interviewing your own accountant: why aren’t these accounts already in compliance?

Audit preparation covers random, select, and demand audits. Historical record review repairs deficient trust records. Bookkeeping produces complete, state-compliant trust and escrow records. Consulting is reviewed and billed case by case.