Contact Us/Custom Quote

Your Title

Name of Law Firm

Phone Number

Your Name

Email Address

Best way to contact you? Best way to contact you? Email Phone

Would you like a custom quote? Would you like a custom quote? Yes No

What year did your firm open for business? What year did your firm open for business?202520242023202220212020201920182017201620152014201320122011201020092008200720062005200420032002200120001900's

What year did you last file business taxes for? What year did you last file business taxes for?20232022202120202019prior to 2019

Do you have records of IOLTA reconciliations? Do you have records of IOLTA reconciliations?Yes - It is currentYes - It is somewhereMaybeNoWhat's that...I don't use an IOLTA

What software or app do you currently use to track your business finances? What software or app do you currently use to track your business finances? QuickBooks Online Clio Accounting MyCase Accounting Tabs3 Sage Intacct QuickBooks Desktop Excel/Spreadsheets Other

What software do you currently use for Client Management? What software do you currently use for Client Management? Clio MyCase Smokeball Practice Panther Lawmatics Other

# of checking accounts

# of other credit accounts (credit cards, loans, lines of credit, ect)

# of W-2 Employees (If you would like payroll included)

Savings Code

Questions or comments