Join the accounting revolution

Calling all US firms who are looking for help with their system implementations! We are the experts that can transfer your documents from desktop to the cloud, completing the entire process from end to end.
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Envolta - Lawyers
“We are really happy with the services received for the migration of our data to QBO and the assistance with the Clio software.”
Great company, amazing customer service

What accounting software should I use for my law firm?

Choosing the right software for your law firm is a vital piece to ensuring future success. The cost per software varies, and luckily for most small to medium sized legal firms, choosing enterprise software is usually unnecessary. The premier software for firms based in America is Quickbooks Online & Clio. Working together these software options will provide legal workflow processing, payroll processing, (ABA) task codes, and litigation management.

We recommend QuickBooks Online as it is the leading accounting software for lawyers across the USA. It automates many cloud-based accounting functions by integrating with the cloud software offerings that lawyers use. It provides law firms with all of their accounting, legal billing, and reporting needs. Used by over 8,000 law firms, Quickbooks is the standard by which lawyers can keep their financial records secure and up to date.

Clio Certified Partner

Are you using Clio?

Awesome! We are a certified Clio partner, leveraging Clio to further assist law firms. Clio features legal calendaring, task management, time tracking, trust accounting and document management. Most law firms use Clio’s integration with QuickBooks Online to support their law firm with the financial aspects of the business.

Why cloud bookkeeping?

Making the transition to cloud accounting software is an easy solution to keep up to date secure records of your business financials. Most importantly, cloud accounting software allows you to access all your financial documents no matter where you are working
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Our process:

System Implementation

We help our clients seamlessly transfer from desktop to cloud systems. Our process is simple, within 3-5 business days, we migrate all of your data and financials on our secure cloud based system. Our services extend to optional training (to relevant staff members), accessible Envolta account managers and adoption to your specific business practices. Further ensuring everyone is on the same page and can access the company’s information anytime from anywhere.
Clio Payment: Advanced Legal Billing Software for Law Firms
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Clio Payments: Advanced Legal Billing Software for Law Firms

At Envolta, we’re passionate about leveraging technology to make your life easier and your business stronger. So, if you happen to work in the legal field, then you should pay close attention, because we’re seeing some major shifts in...

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Financial solutions built for lawyers

Select A Starter Package

Bronze

Custom pricing

One Time Payment

Software setup includes:

N

Desktop Software – QBO Data Migration

N

Trial Balance

N
Accounts Receivable Listing
N
Accounts Payable Listing
N
Trust Ledger Reconciliation
N

Import Contact List

N
Import Chart of Accounts
N
Clio – QBO Sync
N
We will monitor the sync for 1 week to ensure data integrity
N
Cross reference QBO & Clio data to ensure accuracy
N
1-hour review with the client once everything has been migrated over

Add ons

L
QBO Training
L

Historical Trust Ledgers

Contact Us

Silver

Custom pricing

One Time Payment

Software setup includes:

N

Desktop Software – QBO Data Migration

N

Full General Ledger for “One Fiscal Year”

N
Accounts Receivable Listing
N
Accounts Payable Listing
N
Trust Ledger Reconciliation
N

Import Contact List

N
Import Chart of Accounts
N
Clio – QBO Sync
N
We will monitor the sync for 1 week to ensure data integrity
N
Cross reference QBO & Clio data to ensure accuracy
N
1-hour review with the client once everything has been migrated over

Add ons

L
QBO Training
L

Historical Trust Ledgers

Contact Us

Gold

Custom pricing

One Time Payment
This includes:
N
All the items in the Silver package
N

Full General Ledger for “Multiple Fiscal Years”

Add ons

L
QBO Training
L

Historical Trust Ledgers

Contact Us

Get your online bookkeeping services consult today!

Let’s bring your books into the 21st Century

With so many accounting firms out there, it’s hard to know who you can trust. Our entire company culture is anchored in honesty and transparency, which has made us the fastest growing accounting firm in Canada and now the US.
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