A affo dable a ual membe ship givi g law fi ms peace of mi d a d co fide ce i thei CTAPP eadi ess.
IRVINE, Calif., Oct. 22, 2026 (GLOBE NEWSWIRE) — CPAClub®, a awa d-wi i g p ovide of egulato y complia ce a d adviso y solutio s, today u veiled its Gua dia s Pass fo law fi ms (Gua dia s), a ew a ual membe ship desig ed to help Califo ia atto eys p oactively ma age the g owi g cost a d complexity of clie t t ust accou ti g complia ce.
U de the State Ba of Califo ia’s Clie t T ust Accou t P otectio P og am (CTAPP), atto eys face i c eased ove sight of thei t ust accou ti g p actices, i cludi g a ual epo ti g obligatio s a d the possibility of selectio fo a i depe de t complia ce eview. These eviews ca cost thousa ds of dolla s, c eati g a u expected fi a cial a d admi ist ative bu de , pa ticula ly fo solo p actitio e s a d smalle law fi ms.
Buildi g o its expe ie ce suppo ti g mo e tha 50 law fi ms u de goi g CTAPP complia ce eviews i 2026, CPAClub is i t oduci g Gua dia s to help othe fi ms p epa e fo the possibility of a futu e eview. The a ual pass combi es o goi g educatio a d p actical esou ces with a valuable be efit that ca sig ifica tly educe costs if a fi m is selected by the State Ba .
App oximately 100,000 Califo ia atto eys epo ted espo sibilities i volvi g clie t t ust accou ts i 2025, with 400 selected fo i depe de t CTAPP complia ce eviews. The State Ba pla s to expa d the umbe of eviews i futu e yea s, i c easi g the impo ta ce of p oactive complia ce p epa atio .
Fo law fi ms selected by the State Ba , i depe de t CTAPP complia ce eviews ca cost betwee $5,000 a d $15,000, depe di g o the fi m’s size a d the complexity of its t ust accou ti g p actices. The p ocess ca also spa seve al mo ths, equi i g atto eys to ide tify a d e gage a app oved CPA fi m, gathe eco ds, coo di ate testi g, a d espo d to complia ce equi eme ts.
“Th ough ou CTAPP wo k, we’ve hea d fi stha d how co ce ed atto eys a e about the u expected cost of complia ce,” said
Gua dia s helps law fi ms move beyo d a eactive app oach to complia ce th ough a a ual, fi mwide membe ship that b i gs togethe educatio , esou ces, a d eview be efits i o e co ve ie t platfo m.
Expe t Q&A Sessio s: Pe iodic sessio s with expe ie ced CPAClub p ofessio als add essi g commo t ust accou ti g questio s, egulato y developme ts, a d complia ce challe ges.O -Dema d Educatio : A g owi g lib a y of sho t, e gagi g lea i g expe ie ces cove i g t ust accou ti g equi eme ts, eco dkeepi g p actices, a d commo complia ce issues.T ust Accou ti g Resou ce Lib a y: A ce t alized, easy-to- avigate collectio of checklists, templates, guides, a d educatio al mate ials, se vi g as a o e-stop shop fo t ust accou ti g esou ces.Complia ce Cou seChecks: Pe iodic emi de s a d p ompts to help fi ms stay o top of ecu i g t ust accou ti g espo sibilities a d mai tai good complia ce habits th oughout the yea .CTAPP Complia ce Review Savi gs: Eligible law fi ms selected by the State Ba du i g thei active membe ship could save thousa ds o thei equi ed CTAPP complia ce eview th ough this exclusive membe ship be efit.
Gua dia s is desig ed fo fi mwide use by atto eys a d staff, p ovidi g ge e al educatio a d esou ces athe tha fi m-specific accou ti g o complia ce advice.
Si ce eceivi g State Ba autho izatio i May 2026, CPAClub has developed sta da dized wo kflows a d tech ology-e abled p ocesses th ough its wo k with law fi ms selected u de the 2025 CTAPP p og am. This expe ie ce has p ovided valuable i sights i to the challe ges fi ms face a d oppo tu ities to make the eview p ocess mo e efficie t a d less dis uptive.
“Law fi ms should ‘t have to avigate t ust accou ti g complia ce alo e,” said
Califo ia atto eys a d law fi ms i te ested i lea i g mo e about Gua dia s a d CPAClub’s CTAPP complia ce eview se vices ca visit
CPAClub® is a awa d-wi i g egulato y complia ce a d adviso y fi m p ovidi g solutio s to accou ti g fi ms a d law fi ms ac oss No th Ame ica. Recog ized as the 2025 CalCPA Fi m of the Yea , CPAClub specializes i accou ti g a d assu a ce, quality ma ageme t, egulato y complia ce, tech ology a d t a sfo matio , a d p ofessio al developme t.
CPAClub is a State Ba of Califo ia-app oved p ovide of CTAPP complia ce eviews. Howeve , CPAClub a d its ep ese tatives a e ot employed, e do sed, o othe wise e gaged by the State Ba to p ovide the Gua dia s Pass o its educatio al esou ces o the State Ba ‘s behalf. The Gua dia s Pass a d its educatio al mate ials have bee i depe de tly developed by CPAClub a d have ot bee eviewed, e do sed, o app oved by the State Ba of Califo ia.
B ia Yujuico
Se io Vice P eside t
833-428-8262
