Specialised Trust Account Auditors

An independent examination of your trust account records to confirm compliance with the rules that apply to your profession and state. We assess systems, reconciliations, and selected transactions and issue a report suitable for regulators.

Professionals who hold client money in trust, such as real estate agents, conveyancers, solicitors, and some accountants, typically require annual audits under state-based legislation or professional standards.

Bank statements for the audit period, trust ledgers and reports (reconciliations, trial balance, receipts and payments), and supporting documents for selected samples. Alternatively, grant read-only access inside your system to info@auditspro.com.au.

Access is consent-based and scoped to the minimum data required for audit evidence. Planned future connections include Xero, MYOB, QuickBooks, PropertyMe, Property Tree, Reapit PM (formerly Console Cloud), LEAP, Smokeball, and bank feeds (Basiq).

Most audits complete within 5–10 business days after we receive complete documentation or access and any clarifications needed during testing.

We document findings clearly and provide practical remediation guidance. Your auditor will explain implications and steps to address control gaps or process issues.

Transparent fixed-fee proposals are provided before commencement based on scope, volume, and complexity. Any additional work is agreed in writing.

Primary storage is in Australia (ap-southeast-2). Non‑sensitive static assets may be served via a global CDN; all access is encrypted over HTTPS.

Everything lives in the client portal: messages, requests, documents, and status. The unified workflow keeps preparation simple and helps auditors finish efficiently.