Client Services — add-on operational controls for trust accounting, tax filing, compliance, and hosting.

Service Catalog

Electronic Trust Account Service (ETAS)

Secure daily trust account transmission with daily/monthly reporting for review and printing.

1099-S Tax Processing

Generate 1099-S data from escrow operations, run verification, and complete annual federal/state filing workflows.

Positive Pay Data Transmission

Transmit daily check-issue data to participating banks to strengthen fraud prevention controls.

SDN / OFAC Screening Access

Check parties, third-party depositors, and payees against current sanction lists as part of compliance controls.

3-Way Reconciliation Services

Daily or monthly reconciliation across trust accounting reports and bank statement activity, including check-clear visibility.

RBJ Hosting-Style Service Tier

High-availability hosting posture with disaster-recovery design, managed database operations, and continuity controls.

How to Enable Services

  1. Select service tier by office profile (single office, multi-office, enterprise).
  2. Complete integration intake (bank, tax, compliance, and hosting requirements).
  3. Activate with role-based approvals and audit-trace logging.