CTAPP Compliance Support for California Law Firms
Make CTAPP reporting easy—and stay ahead of compliance risks.
The State Bar of California now requires all active attorneys to complete annual CTAPP reporting if they hold client funds in trust accounts. At ClearPath CPA, we specialize in helping law firms stay compliant, audit-ready, and confident in their trust accounting practices.
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Whether you need help registering your accounts, completing your self-assessment, or preparing for a CPA-led compliance review, we’ve got you covered
CTAPP
CTAPP
What's Required under CTAPP
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Register all IOLTA and non-IOLTA trust accounts with the State Bar
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Complete a self-assessment of their trust account management practices
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Certify compliance with Rules of Professional Conduct 1.15
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The State Bar may also randomly select attorneys for CPA-led compliance review. This formal review must be conducted by a licensed CPA and includes detailed evaluation of your trust account activity and internal controls.
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How We help
Trust Accounting Reviews - We check your books for red flags and reconcile your trust activity with bank records​
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3-Way Reconciliation Support - Ensure your client ledgers, trust balances, and bank statements match every month
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Self-Assessment Guidance - We help you complete the required annual CTAPP form accurately
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CPA Compliance Reviews - If selected by the Bar, we provide full support and CPA attestation services
