Aprio ComplianceSuccess Tools and Resources

Aprio’s ComplianceSuccess Toolkit provides title agents with the resources they need to get compliant with ALTA Best Practices. As new tools are developed, they will be added to this webpage.

Click the icon or title below to download

  • The Roadmap to Compliance

    Getting compliant with ALTA Best Practices doesn’t happen overnight. It takes time, and there’s a lot of uncertainty in the industry regarding the steps title agents need to take. To clarify the compliance process and help you plan your compliance timeline, we’ve built the roadmap to compliance success.

  • Daily Reconciliation

    The purpose of the Daily Reconciliation is to document differences in receipts and disbursements between your title software and your general ledger. Keeping track of these differences allows you to detect and, if needed, explain differences to management, auditors and lenders. Download the template