TrustEasyGo

What it does

Accountant access

Accountants can manage multiple invited practices from one login, and the maker says there is no subscription fee for the accountant role.checked 30 Sep 2026

AI assistant

An in-app assistant powered by Claude can answer questions about trust balances, reconciliations, compliance status and matter history.checked 30 Sep 2026

Bookkeeping

It records trust receipts, payments and transfers using double-entry bookkeeping with an audit trail.checked 30 Sep 2026

Client ledgers

Each client file has a ledger with running balances, fee information and account statements.checked 30 Sep 2026

FICA and KYC

Client records can track verification dates, ID numbers, expiry dates, FICA status and risk ratings.checked 30 Sep 2026

Invoices and disbursements

It tracks third-party invoices and can require a second authoriser for disbursements above a configured threshold.checked 30 Sep 2026

Legal compliance

The maker says the software supports LPC Rule 54 requirements and retains transactions, statements and reconciliations for five years.checked 30 Sep 2026

Purpose

TrustEasyGo provides trust accounting software built for South African legal practices.checked 30 Sep 2026

Reconciliation

The system compares bank statements, the cashbook and client ledgers for monthly three-way reconciliation and flags differences.checked 30 Sep 2026

Reports

It offers nine report types and an annual audit pack exportable as an Excel ZIP.checked 30 Sep 2026

Security

The maker describes strict multi-tenant isolation, audited access and POPIA/FICA-aligned data handling.checked 30 Sep 2026

Support

The maker says it replies to WhatsApp enquiries within one business day and also offers email, phone and scheduled calls.checked 30 Sep 2026