Oct. 9, 2025
Preparing for C-TAPP Phase 2: What California lawyers need to know
California attorneys should brace for Phase 2 of the State Bar's Client Trust Account Protection Program (C-TAPP), which will require mandatory, State Bar-initiated audits of client trust accounts -- costing firms thousands of dollars and imposing strict new accounting, recordkeeping, and compliance obligations that will particularly strain solo and small practices.
Edward P. Dudensing
Attorney and Founder
Dudensing Law
Elder Abuse
Phone: (916) 448-6400
Email: ed@dudensinglaw.com
UC Davis SOL King Hall; Davis CA
The State Bar of California's Client Trust Account Protection Program (C-TAPP) is moving into Phase 2, and attorneys should prepare for significant new compliance obligations. By the end of this year or early next, law firms will face mandatory audits of their client trust accounts. These reviews will be initiated by the State Bar, but the responsibility for compliance rests squarely with the firm, which must select a State Bar-Approved CPA to conduct the audit. The projected...
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