FEATURE TYPE 
Accounting & Online Banking

Accounting & Online Banking Built to Increase Efficiency & Accuracy

Increase efficiency across your operations with full general ledger firm and trust accounting. With live online banking, trust and retainer accounting, and more, accounting for every dollar is easy - and highly accurate.

Full general ledger accounting that already knows your data

With full general ledger accounting built-in with your timekeeping, billing, and more, your accounting operations are highly efficient with more accuracy than ever.
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Manage firm and trust/retainer finances in one place

Track your firm and client finances in one central place. With fully compliant trust and firm accounting, you can track every dollar moving in and out of your firm without penalties.
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Run accounting reports that are already built for you

Report on your accounts in seconds. With built-in budget, trial balance, profit and loss, and GL reports, you can filter and view your accounting data in one click.
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Account for every dollar, accrual or cash basis

No matter how your firm handles accounting, we have you covered. Accrual or cash basis, Centerbase is personalized to how your firm works best.

Manage multiple trusts/retainers
under one matter

Your clients expect you to manage their multiple trusts and retainers for even just one matter. Rather than falling short of their expectations, easily manage multiple trusts and retainers under one or many matters. Even track them at the client level, too. So you can increase your efficiency - and deliver the modern service your clients expect.

Automatically apply
available funds to pay off client bills

Instead of waiting for clients to pay you, use AR Sweep to find matters with accounts receivable balances and available funds. So you can quickly create bill payments. Then write checks from your IOLTA to operating account. So you’re always efficiently applying your client’s money.

Have your accounting data
double-checked for you

Your firm relies on accounting accuracy. To limit human error, rely on our double-checking accounting security. If data entered is incongruent with the rest of your Centerbase site, your entry will be flagged before you can continue. So your accounting data is always highly accurate. And you don’t have to worry about passing audits.

Record client payments
with zero clicks

Instead of manually creating entries for each payment, have them automatically recorded and applied for you. Once a payment is deposited, it’s instantly reflected in your accounts and financial statements. Making your payment processes more accurate and efficient than ever.

More Accounting & Online Banking Features

Automatically replenish and apply trust/retainer funds

Automatically account for your client’s trust/retainer funds. Instead of manually notifying clients when their funds are low, set replenishment thresholds that instantly notify clients to send funds. You can even auto-apply trust and retainer funds to bills without touching a button. So you can efficiently manage client funds without adding to your to-do list.

Easily manage your IOLTA accounts

You need an efficient way to track your multiple IOLTA accounts. With Centerbase, you can automatically assign accounts for each client trust. So you can track money flowing in and out of your accounts. Giving you visibility into where your firm and trust money meet at all times.

Easily add, match, and reconcile your credit card transactions

Instead of manually creating journal entries, use our live online banking feed with Plaid to easily add, match, and reconcile your credit card transactions with new or existing entries in Centerbase. So accounting for your credit card takes less time - and is more accurate than ever.

Control who accesses your accounts

Limit the risk of information being inappropriately shared. Use internal permissions to limit users and groups from editing, viewing, and sharing certain data. Even restrict specific records like financial reports, billing rates, account balances, and more. So your finances are only shared with those who need it.

View client and vendor financials at a glance

Know where your firm and client financials stand with an at-a-glance view in the Client and Vendor Center. See overdue bills, deposits, unbilled expenses, outstanding vendor bills, unprinted checks, and more in one place. Giving you a pulse check on your finances - while saving you time and clicks.

Choose to integrate your accounting with QuickBooks Online

Track every dollar in Centerbase automatically within QuickBooks. As soon as you save a transaction, journal entry, and more, QuickBooks automatically reflects your work. So you can have the best of both worlds - without risking double-entry errors.

Automatically complete three-way trust reconciliations

Stay compliant with your state Bar by easily completing three-way trust reconciliations. Any time you complete a trust reconciliation, Centerbase accounting automatically runs a three-way trust reconciliation comparing your bank balance to your trust ledger to the sum of your individual client ledger balances. So you can stay compliant in audits with proper IOLTA best practices.

Customize your check printing

Configure Centerbase to meet your current check printing needs. Print on blank check stock, personalize the positioning, and take advantage of multiple formats such as middle check printing. So you can continue to work the way you’re used to.

Automatically replenish and apply trust/retainer funds

Automatically account for your client’s trust/retainer funds. Instead of manually notifying clients when their funds are low, set replenishment thresholds that instantly notify clients to send funds. You can even auto-apply trust and retainer funds to bills without touching a button. So you can efficiently manage client funds without adding to your to-do list.

Easily manage your IOLTA accounts

You need an efficient way to track your multiple IOLTA accounts. With Centerbase, you can automatically assign accounts for each client trust. So you can track money flowing in and out of your accounts. Giving you visibility into where your firm and trust money meet at all times.

Easily add, match, and reconcile your credit card transactions

Instead of manually creating journal entries, use our live online banking feed with Plaid to easily add, match, and reconcile your credit card transactions with new or existing entries in Centerbase. So accounting for your credit card takes less time - and is more accurate than ever.

Control who accesses your accounts

Limit the risk of information being inappropriately shared. Use internal permissions to limit users and groups from editing, viewing, and sharing certain data. Even restrict specific records like financial reports, billing rates, account balances, and more. So your finances are only shared with those who need it.

View client and vendor financials at a glance

Know where your firm and client financials stand with an at-a-glance view in the Client and Vendor Center. See overdue bills, deposits, unbilled expenses, outstanding vendor bills, unprinted checks, and more in one place. Giving you a pulse check on your finances - while saving you time and clicks.

Choose to integrate your accounting with QuickBooks Online

Track every dollar in Centerbase automatically within QuickBooks. As soon as you save a transaction, journal entry, and more, QuickBooks automatically reflects your work. So you can have the best of both worlds - without risking double-entry errors.

Automatically complete three-way trust reconciliations

Stay compliant with your state Bar by easily completing three-way trust reconciliations. Any time you complete a trust reconciliation, Centerbase accounting automatically runs a three-way trust reconciliation comparing your bank balance to your trust ledger to the sum of your individual client ledger balances. So you can stay compliant in audits with proper IOLTA best practices.

Customize your check printing

Configure Centerbase to meet your current check printing needs. Print on blank check stock, personalize the positioning, and take advantage of multiple formats such as middle check printing. So you can continue to work the way you’re used to.

Frequently Asked Questions

How does your accounting handle recurring vendor payments?
You can create memorized vendor bills for recurring payments due on a monthly basis.
Can my CPA use this?
Yes! Centerbase offers free licenses for your CPA to access Centerbase for easy auditing.
How does your accounting handle checks for vendors?
You can print checks without having to create vendor bills. Tie each line item on a check back to a firm expense account or a client cost advanced.

TESTIMONIALS

“From an efficiency standpoint, there's really no question. There are less things to break. If you have an intake tool and an accounting tool and a case management tool, you have two connections there that are guaranteed to give you problems. There are going to be updates to all three of those tools that are probably gonna knock that integration a bit out of whack. So I like that Centerbase is an all-in-one tool.”
David Holl
Business Operations Manager
McKean Smith
“We wanted to customize things. And we were limited in doing that in Abacus. So that was a huge asset that Centerbase had. That was one of the big-ticket items that swayed us to choose Centerbase.”
Kim Edwards
Director of Operations and Paralegal
Allison & Mosby-Scott
"Training in Centerbase is so much easier than what it would have been if I had to train somebody new in Time Matters. I really believe the system is very user-friendly. Anyone who has some semblance of an idea of working with computers, even if it's online shopping. Just being able to navigate tabs and engage filters to get to what you want is so much easier to train a new person on than our old system."
Aimee Gannon
Operations Manager
Gonser & Gonser, PA
"You framed it [Centerbase] around the dedicated legal operations function and a strong legal operations team. You got my attention with that, kind of speaking to my heart. Because that's what law firm administrators do. And that's what Centerbase helps us do. And that's the sandbox that you give me. It is effecting change.”
Rob Sadler
Firm Administrator
Hofheimer Family Law
“Bringing in the full billing history was a big priority for us. Centerbase was the only one who said they could do that.”
Kim Edwards
Director of Operations and Paralegal
Allison & Mosby-Scott
“In my area, we do a lot of evergreen retainers. And one of the things that was a real deciding factor for me in choosing a product was how well it handled that. Things like being able to handle multiple retainers on one matter. And when you run bills, being able to tell it whether or not to automatically apply the retainer payment. Some products don't do that, so you have to manually apply it for every single invoice. There is also a really amazing report for Trusts, WIP and AR that I love.”
Christine Giles
Office Administrator
Bollier Ciccone, LLP
“The system just feels so user-friendly that it feels like I've known how to operate in it for so long."
Aimee Gannon
Operations Manager
Gonser & Gonser, PA
“Centerbase is more user friendly, and I have more control of customizing and creating reports.”
Kim Edwards
Director of Operations and Paralegal
Allison & Mosby-Scott
“Knowing that you can access the data 24/7 365, and that when you pull the data, it's going to be accurate, means that you have the flexibility to do what you need to do whenever you need to do it. If you're traveling internationally, or if you're working outside the office, it means that you can keep those wheels turning, no matter where you are and what you're doing. And it means that you're going to capture more time. We lost huge amounts of time and productivity when we had an unreliable system. Before Centerbase, as the person that had to manage fixing the software and working with the software companies, we had lost days of productivity in my department.”
Christine Giles
Office Administrator
Bollier Ciccone, LLP
“Accessing facts and providing details is a vital factor for accurate reporting. Centerbase has automated many functions that previously were generated manually. We have access to queries and or reports that have shaved off days & weeks from our time - previously unavailable in our old software.”
Donna Smith
Firm Administrator
Holtzman Vogel
“When you run bills, being able to tell it whether or not to automatically apply the retainer payment - some products don't do that. You have to manually apply it for every single invoice.”
Christine Giles
Office Administrator
Bollier Ciccone, LLP

Accounting You Can
Count On

With a fully integrated accounting and online banking system, you can confidently account for every dollar flowing in and out of your firm. With more efficiency and accuracy than ever.
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