CA
Court Accounting
Create a summary of charges and credits, supporting schedules, ending property, liabilities, and Probate Code disclosures.
California Self-Help Accounting Portal
Trustee accounting Software
Prepare organized probate, trust, conservatorship, estate, and power-of-attorney accounting schedules with guided data entry, running totals, disclosures, and complete PDF and Excel downloads.
Standard white-paper schedulesCharges and credits checkedCalifornia-focused guidance
One clear system
Accounting tools for California trustees and other fiduciaries
AccountingCa.com is designed for people who need to organize financial activity into properly formatted trust, probate and conservatorship schedules before professional or court review.
PE
Probate Accounting
Organize estate receipts, disbursements, gains, losses, distributions, and property remaining for an executor or administrator.
TR
Trust Accounting
Track trustee activity, principal and income information, distributions, asset changes, and ending carrying and market values.
CO
Conservatorship Accounting
Maintain clear registers and supporting schedules for conservatorship transactions, assets, and disclosures.
Simple workflow
Complete Your Accounting Schedules Today
1
Create the accounting
Enter the matter name, any court case number, fiduciary, accounting title, and accounting period.
2
Enter financial activity
Add beginning property, receipts, checks, gains, losses, distributions, ending property, liabilities, and disclosures.
3
Review and download
Review every schedule together, confirm charges and credits, and download the complete accounting in PDF or Excel.
Designed to reduce accounting clutter.
Large entry fields and plain-language prompts keep the working screens simple while the finished reports remain organized and court-ready in appearance.
You input the data from your account statements.
Cash and non-cash property shown separately
Probate Code sections 1063 and 1064 disclosure prompts
Complete PDF packet and Excel workbook downloads
Private subscriber workspaces and role-based access
For individuals and professionals
Use it yourself, or collaborate with a fiduciary, attorney, or accountant.
The portal supports executors, administrators, trustees, conservators, agents under powers of attorney, professional fiduciaries, law firms, and accounting firms.
AccountingCa.com is a preparation and organizational tool. It does not replace legal, tax, or accounting advice, and users should obtain professional review when appropriate.
Request a Subscriber AccountCalifornia service area
Available statewide in California
AccountingCa.com is an online portal that can be used throughout California. City pages help users find the service from the communities they serve.
Los AngelesSan DiegoSan FranciscoSan JoseSacramentoFresnoLong BeachOaklandPasadenaGlendaleWoodland HillsCalabasas
Ready to organize the accounting?
Sign in to an existing workspace or request a new subscriber account.