Free Trust Accounting & Billing Software

June 17, 2025 We are excited to offer an important benefit to you, as a member of the State Bar of Arizona.  Starting today, every member of the State Bar of Arizona can enjoy free access to trust accounting and billing software, Smokeball Bill. You can sign up here. The State Bar of Arizona has partnered with the legal practice management company Smokeball to ensure you have access to the best resources. We know the hurdles of running a law firm, and this offer is designed to help solo and small firm attorneys thrive. Smokeball Bill can help law firms simplify their trust accounting and streamline invoicing to get paid faster. To learn more about the software or sign up for Smokeball Bill at no-cost, visit www.smokeball.com/arizonabill.  Smokeball representatives will also be at the 2025 Convention to help answer your questions. Look for them in the Expo Hall.

IOLTAs and Bank Closures

Click here for information and some important reminders about how FDIC insurance works with regard to client trust accounts.  Have more questions?  Call Practice 2.0's free and confidential trust account helpline, 602-340-7305.

Electronic Banking and Trust Accounts

Have questions about whether you can use electronic banking services, particularly during this time of social distancing?  Check our guidance on using electronic banking services.  If you have questions, please call our Trust Account Helpline, 602-340-7305.

Trust Account Helpline

If you have questions about setting up or managing your trust account call the Trust Account Helpline at 602.340.7305 or email iolta@staff.azbar.org. Calls are free and confidential. Free, confidential 30-minute consultations are also available by phone, webcast (Go To Meeting) or at the State Bar of Arizona offices.

Trust Accounting Reference Materials

Trust Account Manual

Trust Account Basics - some quick FAQs to get you started

List of Approved Financial Institutions - These banks are authorized to hold IOLTA accounts

Trust Account Forms

You will need this form when you open, close or change your IOLTA account

Notification to Financial Institution (PDF) (Word)

When you've opened a new IOLTA account, made changes or closed one of your accounts, you no longer have to fill out and return a form.  This can be done directly through your member dashboard: Arizona IOLTA Enrollment/Change/Removal

For administrative forms, including Trust Accounting, click here.

Trust Account Management & Administrative Forms

Trust Account Review
Client Ledger Form
General Ledger Form
Administrative/Bank Charges Ledger Form
3-Way Reconciliation Form
Trust Account Forms (Excel - Sample)
Trust Account Forms (Excel - Blank)

 

Trust Accounting CLEs

Check our CLE catalog and calendar for trust accounting seminars that offer CLE credit.  Seminars are available live in-person or webcast, and in our OnDemand catalog.

Popular Seminars include Trust Account Basics and Hands On Trust Accounting CLE.