Trust Accounting · Accounting Seed Add-On
Client Trust Ledger Inquiry
Instant Client Trust Balances & History
Answer any 'what's the balance on this client's trust?' question in seconds. Client Trust Ledger Inquiry lets you query trust balances and drill into the complete transaction history for any client, choose exactly which columns to show, and export a clean, client-ready statement to PDF.
What You Get
Client Trust Ledger Inquiry Features
Per-Client Balances
Look up the current trust balance for any client or matter instantly.
Transaction History Drill-Down
See every receipt and disbursement behind the balance.
Customizable Columns
Drag and order the columns you want before exporting.
PDF Export
Generate client- and audit-ready trust statements on demand.
Why It Matters
Built to Save You Time
Answer client trust balance questions instantly
Produce client-ready statements in seconds
Full transparency into trust activity
Reduce time spent compiling manual ledgers
Ideal For
Industries that get the most from Client Trust Ledger Inquiry
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See Client Trust Ledger Inquiry in Action
Tell us about your Accounting Seed setup and we'll walk you through how Client Trust Ledger Inquiry fits your workflow.
Free consultation with our team
Built natively for Accounting Seed
No obligation to purchase