GUIDE
Eight Trust Accounting Challenges for Canadian Lawyers using QuickBooks® Online
Eight Trust Accounting Challenges for Canadian Lawyers using QuickBooks® Online
What’s Inside?

In any industry proper bookkeeping is essential, but accounting for Canadian lawyers goes beyond best practices - it’s necessary to ensure compliance. Lawyers can run into challenges when using accounting solutions like QuickBooks® Online, but there is a solution to ensure all requirements, rules, and regulations are being met.

Law Societies oversee the more than 100,000 lawyers in Canada and have set forth regulations for law firms designed to protect the public with a strong focus on trust account records.

Download this Guide now to get 8 Trust Accounting Challenges for Canadian Lawyers using QuickBooks® Online.

Keeping firms connected to the people they serve.

6/10/2026

Automation and Total Fluency for Legal Firms

I like that I can see everything in one place and it makes it easier for me to log hours directly from the emails I send, saving me time by automating some...

Marcia RL
Pre - Litigation |-/ Paralegal @ Ramos Law
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5/30/2026

All-in-One Client Portal That Streamlines Info, Billing, and Scheduling

Everything is in one place, which makes it easy to access client information, billing, and calendar details. The Client Portal also lets clients view their...

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Streamlined Trust Accounting with Stellar Support

I really like the trust accounting feature in CosmoLex. I can reconcile all of my bank statements, including my trust account, within about two minutes per...

John Wicker
Small-Business (50 or fewer emp.)
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7/8/2022

Really Like This Program

I like that I can record time and disbursements without having to make an invoice right away. I also really like, that if I have a problem I can easily se...

Micheyl Reinhart
Small-Business (50 or fewer emp.)
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5/26/2022

Quick learning curve, easy to use, great customer service.

I like the user interface, it is very similar to the interface of other programs that are common in daily use. There are of course pieces of this system t...

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The customer service at Cosmolex is like no other.

The customer service is very helpful. They are very responsive.

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5/20/2022

Very easy to use and very efficient.

The ease to use the program. The program helps the law practice with managing cases.

Sheila Gilbert
Small-Business (50 or fewer emp.)
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5/17/2022

Great All-In-One Legal Software for Small Firms

Billing, Accounting and Practice Management in ONE software, no links that break.

Donna Brown
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5/13/2022

Great for Start Up

Easy to customize and great resource for starting new company. Online and phone support is excellent. Easy to bill. Allocation of income and expenses be...

Wendy Yates
Small-Business (50 or fewer emp.)
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5/12/2022

Most comprehensive practice management software out there.

Ease of use. The accounting back end is way more in depth than competitors.

Verified User in Legal Services
Small-Business (50 or fewer emp.)
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