Texas law firm bookkeeping services

Updated October 16, 2026

Texas law firms need the same bookkeeping fundamentals as firms anywhere — a monthly close, clean separation of trust and operating funds, per-client trust ledgers, and documented reconciliation — with trust handling that follows Texas rules specifically. Because trust accounting requirements are set at the state level and change over time, verify current requirements with the State Bar of Texas. The national hiring checklist is on the law firm bookkeeping services page; this page adds the Texas checks.

Who this is for

Solo and small firms in Houston, Dallas, Fort Worth, Austin, San Antonio and across the state; Texas attorneys whose bookkeeper has not handled trust accounts; firms comfortable with a remote provider; and practices licensed in Texas plus other states.

What the workflow needs to handle

Trust recordkeeping under current Texas requirements, state-level filings such as franchise tax reporting coordinated with a CPA, multi-state practice and payroll considerations, remote-first delivery through cloud systems, and the standard monthly close on a predictable date.

Questions before hiring

Have you worked with Texas law firms? How do you handle trust recordkeeping under Texas requirements? Do you support multi-state firms? How do you coordinate with our Texas CPA? What does the monthly deliverable include?

Jurisdiction note

Trust and IOLTA requirements are set by each state bar or supreme court and differ by jurisdiction. This page is general information, not legal, tax, or accounting advice.

Use the hiring checklist on law firm bookkeeping services before you request quotes.

Not sure what you need? Take the 2-minute quiz

Frequently asked questions

Does my bookkeeper need to be located in Texas?

Not necessarily. Most law firm bookkeeping is delivered remotely. Familiarity with trust recordkeeping and the Texas requirements that apply to your firm matters more than proximity.

What are the Texas trust account requirements?

Texas trust account and IOLTA requirements are set by state rules and can change. Verify current rules, reconciliation expectations, and retention periods with the State Bar of Texas.

Does Texas have a state income tax for law firms?

Texas does not impose a personal income tax, and entities may still have state-level obligations such as franchise tax reporting. Confirm your firm's filings with a Texas CPA.

Can one bookkeeper handle a firm licensed in several states?

Often yes, provided they can follow the trust rules of each jurisdiction where the firm holds client funds. Ask how they track differing requirements per state.