Sample reports
Complete accountings you can open right now
Each one was produced end to end by Summafolio from a fictional matter. We generated the bank and brokerage statements, read them back, categorized and reviewed every transaction, reconciled and rendered. Every name, account and amount is fictional, and every page is watermarked.
All sample reports
Florida trust accounting
New York estate accounting
Pennsylvania trust account
Texas estate accounting
Michigan conservatorship account
Every sample reconciles to the cent. Total charges equal total credits, and each account matches its closing statement balance and share positions. We check this automatically every time the samples are rebuilt.