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Behind on Your CTAPP Reporting Obligations?

Our experienced team is ready to help you and your practice comply with California’s new trust account bookkeeping requirements.

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Why Choose Us

SmartBean® is uniquely experienced to help you comply with California’s recently expanded trust account bookkeeping rules. These new requirements especially impact attorneys who work on contingency, including personal injury and employment firms. Those who fail to observe these policies can be enrolled as inactive, rendering you ineligible to practice law. SmartBean® specializes in helping attorneys like you meet your trust account bookkeeping and reporting obligations, so schedule your consultation today and learn how we can be of service to you and your firm.


Our team is well-versed in the State Bar of California’s Rule 1.15 and Rule 2.5 – also known as the ClientTrust Account Protection Program (CTAPP) – which govern attorneys’ trust accounting duties.


We provide our customized trust account bookkeeping services for a flat monthly rate, one that fits the needs of your practice…and its budget.


We categorize and reconcile your practice’s trust account(s) regularly and provide detailed financial statements to facilitate client reporting and, if necessary, audits by the State Bar.


Our team offers up-to-date guidance on how to best manage the three-way reconciliation of your trust account(s), including your firm’s internal ledger.

What To Expect


Allow SmartBean® to access your books.
Schedule three (3) separate virtual sessions – about a half-hour to an hour each – with your SmartBean® Team for small business bookkeeping.

SmartBean Team

Review your financial data.
Set up your chart of accounts to maximize tax credits and deductions.
Integrate the digital information from all your accounts — including banks, credit cards, vendors, payroll companies, etc. — with SmartBean®  software and mobile app.
Review your business financial well-being.
Provide updated financial statements.
Begin daily support and small business bookkeeping services.

Schedule your complimentary consultation today.

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