Reduce spreadsheet rework
Use consistent matter-level records instead of rebuilding client balances outside the system.
For legal accountants and bookkeepers
A cleaner trust-accounting workflow for you and your law-firm clients.
FIDGARD keeps client matter ledgers, bank activity, approvals, QuickBooks records, and reconciliation evidence connected—without removing the accountant from the process.
First 30 days free · Then $199/month
AI closing processing: $3 per closing
Your firm remains in control of its accounts and client funds.
FIDGARD CONTROL LAYERBank activity↓Client & matter ledgers↓QuickBooks + reconciliationEvery step tied to a reviewable record
Purpose-built outcomes
Control the work that generic accounting software leaves to spreadsheets.
Make exceptions visible
Identify negative-balance risk, unmatched activity, and reconciliation differences earlier.
Create a repeatable process
Use the same control and review sequence across firms, accounts, and staff members.
How the workflow fits
From source activity to a balanced answer.
FIDGARD keeps the matter, funds check, approval, accounting entry, and reconciliation evidence connected.
Configure the firm
Map trust accounts, QuickBooks records, matters, and user roles.
Maintain client ledgers
Attribute every deposit and disbursement to the right matter.
Review prepared activity
Check source documents, pending items, and available collected funds.
Support approvals
Let firm-authorized users retain final control of disbursements.
Reconcile and report
Complete the three-way comparison and preserve the output.
A focused control layer
FIDGARD works alongside the accountant.
The platform does not replace bookkeeping, tax, advisory, or professional judgment. It gives the firm and its accounting team a more controlled place to manage trust-specific records and workflows.
- Keep your firm-controlled bank accounts
- Keep QuickBooks as the general ledger
- Keep your practice-management platform
- Keep your internal or outside accountant involved
Low-risk next step
Start with one account and one clear success test.
A guided pilot can validate beginning balances, run alongside your current process, and complete a first three-way reconciliation before broader adoption.
See your workflow in FIDGARD
Book your 20-minute demo.
We will focus on for legal accountants and bookkeepers. Get a guided 30-day pilot, then continue for $199/month. AI closing processing costs $3 per closing.