Saving You Time
Helping You Stay Compliant
Import all your transactions from Clio to TrustBooks. Save time by eliminating the need for any duplicate data entry. Stay compliant with your state bar with TrustBooks features meeting trust accounting requirements.
Accounting for my firm is simple with Clio and TrustBooks
TrustBooks makes it really easy to pull in whatever I need from my Clio account. Doing the accounting for my firm is simple with Clio and TrustBooks
Mike Dowling
The Dowling Law Firm
An Integration that Works!
The TrustBooks integration with Clio is a total game-changer.
Accounting that took me hours each month is now cut in half. I love how seamlessly TrustBooks works with Clio.
Stacey Hill
h.e. Business Solutions, LLC
Getting your Clio activity
in TrustBooks in 3 easy steps...
Step One: Import Clio Matters
Step Two: Import Clio Deposits
Step Three: Import Clio Payments
Ready to see how TrustBooks can solve your firm's accounting headaches?
Save time
- Avoid double entry by syncing from Clio to TrustBooks
- Simple and easy to perform reconciliations
- Print payments entered in Clio directly from TrustBooks
Stay Compliant
- Automatically generate Three-Way Reconciliations
- Generate trust specific month-end reports
- Built specifically for a lawyer’s trust account
4 Hours to 4 Minutes with TrustBooks
I went from spending 4 hours every month combing through and balancing spreadsheets, trust ledgers, checks, and bank statements to just 4 minutes a month using TrustBooks.
Jeremy Danilson
