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Tabzoola

Trust Account Audit Binder Tabs — 6-Tab Monthly Sets from $1.99

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Short answer

Trust account audit binder tabs organize each month's bank statement, three-way reconciliation, register and client ledgers so an auditor can follow them. Tabzoola prints a 6-tab monthly set from $1.99 a set, collated and 3-hole punched, with a free PDF proof.

Printed estate planning binder tabs, 10-tab set: Trust, Certification of Trust, Last Will & Testament, Financial Power of Attorney, Health Care Documents, Temporary Guardian Nominations, Final Disposition, Personal Property Wishes, Trust Funding, Deeds — clear Mylar on white index stock
A real set from our press, printed to one customer’s section names. Yours print exactly as you type them.

Letter size, six tabs in two banks of three (1/3 cut), white 90# index with clear Mylar on every tab, collated in package order, 3-hole punched. Twelve sets covers one account for a year.

  1. Bank Statement
  2. Three-Way Reconciliation
  3. Account Register
  4. Client Ledgers
  5. Cleared & Outstanding Items
  6. Deposit Records
SetsPer setTotal
25$6.43$160.73 · ships free
50$3.85$192.45 · ships free
100$2.89$288.90 · ships free
250$1.99$497.25 · ships free

Setup included, no sales tax added. Every section name is yours to change, and the price updates as you do. Free PDF proof before anything prints.

Need them fast? Tick 3-Day Rush at checkout (+40%, $75 minimum) and it ships 3 business days after you approve your proof. See your delivery date →

Tabzoola is a US manufacturer and supplier of custom index tabs for trust account and escrow record binders, manufactured to order at our own plant in Schaumburg, Illinois — tabs made at the Anselmo Die & Index, Inc. plant, die-cutting index tabs since 1993 and shipping nationwide.

Trust accounting itself runs in software — but what a state bar examines is a file. Bars require trust records kept for years after final disbursement (five is the common figure), several audit at random with no complaint required, and the examiner asks for the same package every time: bank statements, the three-way reconciliation, the account register, and the client ledgers that tie to it. Firms whose monthly packages are printed, tabbed and filed answer an audit notice by pulling binders; the industry's own advice puts it plainly — records organized for instant retrieval turn a bar notice into a paperwork exercise.

The same logic covers title and escrow operations, whose underwriters and regulators run parallel escrow account reviews. Tabs print to your firm's own package structure and arrive collated, one set per month or per account, for as long as you hold client money.

The monthly package is the unit of survival

A defensible trust file is assembled monthly, not reconstructed under a deadline: the bank statement, the three-way reconciliation showing bank balance, register balance and the sum of client ledgers agreeing, the register itself, cleared and outstanding items, and the individual client ledgers touched that month.

Tab the package the same way every month and the file becomes self-auditing — a missing section is visible as an empty tab the week it happens, not the week the examiner finds it. Twelve identical monthly sets per account per year is the natural order quantity.

  • Bank statement · three-way reconciliation · account register
  • Client ledgers · cleared and outstanding items · deposit records
  • One tabbed package per month, identical all year

Random audits are the design assumption

In several states a trust account audit needs no complaint and no cause — selection is random, and once selected a firm cannot postpone it. That changes the filing goal from “findable eventually” to “producible on request,” because the notice defines the response window.

An audit-response binder is its own short structure: the notice and correspondence, the months requested, and the supporting ledgers — assembled from monthly packages that already exist. Firms that keep the discipline describe the audit as photocopying; firms that do not describe it differently.

Five years of retention, tabbed once

Retention rules keep trust records years past final disbursement, which quietly builds an archive: five years of monthly packages per account. A saved tab design keeps every year identical, so the 2023 file opens exactly like the 2026 file when an examiner — or a successor bookkeeper — needs it.

Mylar-reinforced paper suits the archive at the lowest cost, in 19 Mylar colors so accounts or years block by color. The working binder on the bookkeeper's desk, pulled weekly, earns poly.

Escrow operations run the same play

Title agencies and escrow companies answer to underwriter audits and state regulators for the same substance: reconciled accounts, ledger detail, and files producible on request. The monthly-package discipline, the tabs, and the retention archive transfer directly — with the section names your underwriter's audit checklist uses.

Ordering for a firm, bookkeeper or title agency

Twelve months times the number of trust accounts is the annual order, and it repeats every year — the classic saved-design pattern. Minimum 25 sets with volume pricing past 1,000; paper produces in about 5 business days from proof approval with a free PDF proof first; purchase orders are accepted by email with Net-30 invoicing.

Tabzoola manufactures the index tabs and does not provide legal, accounting or compliance advice — the package structure belongs to your bookkeeper, CPA or bar's guidance; we print it exactly.

Specs, minimums, and pricing at a glance

Trust Account Audit Binder Tabs — what you can choose, what a set costs, and how fast it ships.

Minimum order
25 sets
Paper price, 5-tab set
$5.45 per set at 25 sets, $2.35 at 100 sets, $1.57 at 250 sets. The size most suppliers quote — compare this one.
Paper price, 12-tab set
$11.40 per set at 25 sets, $5.22 at 100 sets, $3.60 at 250 sets. One price, setup included — nothing is added at checkout.
Poly price, 12-tab set
$53.20 per set at 25 sets, $22.84 at 100 sets, $14.08 at 250 sets. Setup included; poly is screen printed, so the per-set price falls sharply on longer runs.
How you order
Design online and see the exact price live, then buy by card — no quote form, no sales call.
Materials
90# or 110# index paper, with optional Mylar edge reinforcing; .015 gauge solid poly (plastic) — wipe-clean and tear-resistant.
Colors & cuts
19 Mylar colors on paper and 11 poly colors, mixable tab by tab. Every cut from 1/2 to 1/15, up to 150 tabs per set across banks.
Printing & finishing
1- or 2-sided, up to 2 lines of text per tab, 3-hole punching, collated sets ready to assemble.
Proof
A free PDF proof is emailed before printing — nothing prints until you approve it.
Production
about 5 business days for paper, about 15 for poly, from proof approval. Free UPS Ground on US orders over $75.
Made in
Schaumburg, Illinois, USA — manufactured by Anselmo Die & Index, printing tabs since 1993.

Frequently asked questions

What are trust account audit binder tabs?

Printed divider tabs that organize a firm's trust account records — the monthly package of bank statement, three-way reconciliation, account register and client ledgers, plus the audit-response file when a bar or underwriter asks. Tabzoola prints them to your own package structure, collated one set per month or per account, so five years of retention files open identically.

Trust accounting is in software — why print anything?

Because what gets examined is a file, not a login. Bars require records retained for years after final disbursement and expect them producible on request; the standard practice is a printed (or printed-on-demand) monthly package — statement, reconciliation, register, ledgers — filed where an examiner, a successor bookkeeper or a partner can pull it. The software does the accounting; the binder is the evidence.

What goes in a monthly trust account package?

The bank statement, the three-way reconciliation showing bank balance, register balance and the sum of client ledgers in agreement, the account register, cleared and outstanding items, and the client ledgers touched that month. Tabbed identically every month, the file becomes self-auditing — an empty tab exposes a missing document the week it happens.

What happens in a random bar audit?

In several states selection needs no complaint — Florida audits trust accounts at random, and once selected a firm cannot refuse or postpone. The examiner requests specific months and the ledgers behind them. Firms with tabbed monthly packages assemble the response by photocopying; the industry's own framing is that records organized for instant retrieval make the notice a paperwork exercise.

Does this apply to title and escrow companies?

Directly. Underwriter audits and state escrow regulators examine the same substance — reconciled accounts, ledger detail, producible files — so the monthly-package discipline and the tab structure transfer as-is, with the section names your underwriter's checklist uses.

How many sets does a firm actually need?

Twelve per trust account per year, plus audit-response and archive spares — so a firm with two accounts orders roughly 25-30 sets annually, right at our 25-set minimum, and a bookkeeping service running twenty clients' accounts orders in the hundreds. The design is saved, so every year and every account matches.

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Customer Reviews

★★★★★5.0 out of 5 from verified buyers
★★★★★✓ Verified buyer
Amazing Customer Service

We had a deadline to get 50 presentation books out, and our current tab supplier couldn't deliver the tabs that we needed on time. I worked directly with Justin and he was able to get our order manufactured and shipped out within days. The order arrived in time for us to complete our presentations, and the tabs looked great. This type of amazing customer service is very hard to find nowadays, but I'm thrilled to now have a supplier that I can count on.

Lamar W. · Sep 1, 2026
Response from Tabzoola

Lamar, thank you — a deadline like yours is exactly what the shop is built for. The moment Justin heard it, your deadline became our deadline, and your order was manufactured and out the door in days. Rush work only counts when it arrives looking right, so "the tabs looked great" is the part we're proudest of. Count on us for the next one — we'll be here. John Anselmo, Tabzoola

★★★★★✓ Verified buyer
Thanks !

Justin was so nice to work with ! He answered all my questions and now I feel like an expert :)

Megan D. · Aug 29, 2026
Response from Tabzoola

Megan, thank you for the kind words — I'll pass them straight to Justin. Getting every question answered before anything prints is exactly how we like to work, so "now I feel like an expert" is about the best review we could ask for. Whenever your next set of tabs comes up, your questions are always welcome. John Anselmo, Tabzoola

★★★★★✓ Verified buyer
Great Price

Glad I found you online. You're approximately 30 percent less than my old supplier and easier to work with. I'll be back.

Ben H. · Aug 22, 2026
Response from Tabzoola

Thank you, Ben — the price is no accident. We publish the whole table, setup included, so the number you see while you design is the number on the invoice. Glad the switch was easy, and we'll be ready when you are. — Tabzoola

★★★★★✓ Verified buyer
Great customer service

I can't say enough about how great Justin was helping me with my order. After I approved the order he took time to call me to ask if i was sure about a decision to use next day delivery on the whole order when only a partial would keep me going while the rest of the order shipped ups ground. He saved me a ton of money. Thank you for caring about your customers. I wish more people were like you.

Amy L. · Aug 20, 2026
Response from Tabzoola

Thank you, Amy — I'll make sure Justin sees this. Splitting the shipment so only the part you needed went next-day was the right call, and it's the kind of thing we'd rather catch on the phone than have you find on the invoice. Anyone here would have made that call. Thank you for taking the time to write it down. — Tabzoola

★★★★★✓ Verified buyer
Thank You

My old supplier went out of business. You guys produced an exact copy of what we've been using. Thank you!!!

Perri V. · Aug 18, 2026
Response from Tabzoola

Thank you, Perri — losing a supplier you've used for years is a real headache, and matching a set you already rely on is the kind of job we like. If you ever need another one matched, a photo of an existing tab is enough for us to pick up the titles and the colors. Glad we could keep you running. — Tabzoola

★★★★★✓ Verified buyer
Perfect!

Tabs came out better than expected. Will definitely be back.

Joan S. · Aug 18, 2026
Response from Tabzoola

Thank you, Joan — better than expected is a good place to land. The part people usually don't expect is the make: real die-cut tabs on index stock, with the Mylar bonded on both sides of the extension, which is where tabs tear first. We'll be ready whenever you need the next run. — Tabzoola

★★★★★✓ Verified buyer
Easy

Very easy to use.

Pat M. · Aug 15, 2026
Response from Tabzoola

Thank you, Pat — short, and the best kind. Easy is the whole thing we were aiming for, so that is good to hear. Ready whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Thanks!

You guys made ordering easy :)

Louie B. · Aug 14, 2026
Response from Tabzoola

Thanks, Louie — easy is the goal, and hearing it beats any feature list. Everything's printed and die-cut here in Schaumburg, so if anything ever isn't easy, you're one call from the people who made it. — Tabzoola

★★★★★✓ Verified buyer
Impressive

Very seldom do you see orders handled in such a professional manner. Thank you for a great job!

Sherri K. · Aug 13, 2026
Response from Tabzoola

Thank you, Sherri — that’s a compliment we don’t take lightly. Every order here gets the same handling: a free proof before anything prints, and one shop seeing it through from die-cut to the box. Glad yours showed it. — Tabzoola

★★★★★✓ Verified buyer
Easy ordering!

Very impressed how easy it was to order our index tabs. Will definitely be back for future orders!

Anna B. · Aug 11, 2026
Response from Tabzoola

Thank you, Anna — glad ordering was easy, that's the way it should be. And since you mentioned coming back: your design is saved, so the next run is a one-click reorder whenever you need it. — Tabzoola

★★★★★✓ Verified buyer
Thank you!

Turned out perfect!

Beth H. · Aug 9, 2026
Response from Tabzoola

Thank you, Beth — "turned out perfect" is the best thing we can hear. Every set is die-cut and printed in our own shop in Schaumburg, so the people who made yours are the ones who checked it before it shipped. We'll be ready whenever you need the next one.

★★★★★✓ Verified buyer
Exactly what we needed

They looked great and saved hours of collating :)

Chris C. · Aug 6, 2026
Response from Tabzoola

Thank you, Chris — collating is exactly the labor we're trying to take off your desk. Your sets came off the line already in order, so nobody had to stack them by position. Glad it showed. We'll be ready for the next run. — Tabzoola

★★★★★✓ Verified buyer
Thank You

Thank's for the great service. Will be back for future orders.

Greg M. · Aug 2, 2026
Response from Tabzoola

Thanks, Greg — that's exactly what we like to hear. We'll be ready whenever the next set comes up. — Tabzoola

★★★★★✓ Verified buyer
I'm Impressed

I'm truly impressed how easy it was to order.

Tony S. · Jul 25, 2026
Response from Tabzoola

Thanks, Tony — easy is exactly what we were going for, so that's good to hear. Your design is saved whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Nice Job

Easy to order, they came out perfect!

Nancy C. · Jul 23, 2026
Response from Tabzoola

Thank you, Nancy — "came out perfect" is exactly what we aim for. We've got your design saved whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Very easy to use :)
Kim Y. · Jul 21, 2026
Response from Tabzoola

Thanks, Kim — that's what we were going for. The designer is meant to get you to a proof in a couple of minutes, not an afternoon. We're here whenever you need another set. — Tabzoola

★★★★★✓ Verified buyer
Exceptional service

Tabs turned out great, and the service was above and beyond.

Jessica · Jun 28, 2026
Response from Tabzoola

Thank you, Jessica — service is the part we can't automate, so that means a lot. The tabs and the phone come from the same building in Schaumburg, which is the whole idea. Your design is saved whenever you need another run. — Tabzoola

Ready to design your tabs?

Live pricing as you configure — no account needed. Free shipping over $75.

If it isn’t what you approved on the proof, we reprint it — or refund it. 30 days from delivery.

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