How compliant is your trust accounting?

Take this quick, confidential quiz to assess your firm’s current trust accounting compliance. In just a few minutes, you’ll answer a series of yes or no questions covering trust account reconciliations, compliance reporting and audits, and internal processes and risk areas.

At the end, you’ll receive a personalised result highlighting your current compliance status, along with practical next steps if improvements are needed. It’s fast, simple, and designed to give you clarity on where your firm stands.