The Oklahoma
Trust Accounting Guide
Gain an understanding of the Oklahoma trust rules and best practices to keep you compliant.
TrustBooks is proud to be recommended as a member benefit by The Oklahoma Bar.
Want to find out more about our member benefit program, contact TrustBooks.
3-Way Trust Reconciliations
Every month, Oklahoma attorneys are required to complete a 3-way reconciliation. This report reconciles your bank balance to your trust ledger to the sum of your client ledgers.
Common Trust
Accounting Pitfalls
Want to know the common mistakes attorneys make with their trust account? Learn from your peers to avoid these common trust accounting issues.
What Attorneys Say
about using TrustBooks:
Edward Reyes
Ever since I started with Trust books my experience has been amazing. The customer service is above par. When there is an issue or “user” error (me), they are there to walk you through it. My trust accounting is now on point. I trust TrustBooks!
Edward Reyes
Matthew S. Waring
When I started my own law firm my biggest concern was trust accounting. I studied the rules, watched CLEs, etc. but still didn’t want to go it alone. Then I found Trustbooks. It took me less than 15 minutes to learn how to use it and now I don’t sweat trust accounting. I highly recommend Trustbooks to any lawyer who is responsible for overseeing a trust account.
Matthew S. Waring
Jillanna S. McGrew
TrustBooks has helped ease the pain of trust accounting for our firm. I love the Dashboard feature enabling me to see the latest transactions up front. Editing transactions is super easy as well. The reconciliations are fabulous! Three-way reconciliations make my accounting so much easier on a monthly basis. TrustBooks really took the worries away and made our trust accounting simpler and more efficient. The team at TrustBooks is always super friendly and helpful. I always feel like I am talking to a trusted friend. Thank you TrustBooks!
Jillanna S. McGrew
