Making the move to TrustBooks was a great leap forward. The other options were too complex and expensive for our needs. I wanted something that was easy to use and would keep us out of trouble – TrustBooks works!
After being disappointed by other accounting programs such as Quickbooks and iBank, I was relieved to learn about a new online program designed specifically for trust accounts. Setting up my account into TrustBooks was a breeze.
Trust accounting is usually a source of anxiety for most attorneys. We want to be in compliance and serve our clients well. After participating in Trustbooks webinar on the new trust accounting amendments, I felt confident that I understand the new requirements and can rely on the highly knowledgeable TrustBooks staff for any questions I have.
TrustBooks meets the needs of my growing solo practice. Where everyone else offers bulky, bloated, and overpriced products, Trustbooks is sleek, efficient, and reasonably priced.
Trustbooks has helped simplify what was an incredibly complicated, frustrating, and time-consuming part of my practice. I was trying to keep track of so many different binders, sheets of paper, excel spreadsheets, and bank receipts; it was a nightmare.
I love that I can easily print up a ledger sheet and figure out a retainer balance for any client in seconds.
I used to keep my trust account ledger by hand, which was time-consuming and error-prone. I manually wrote checks out of my trust account. It took me forever to reconcile the account each month as I had to look at three different places to see whose money was whose. I love TrustBooks! No more handwritten letters. No more fear of overdrawing a client account.
I’m so glad TrustBooks exists!
I love that TrustBooks keeps me reconciled and on track – and I don’t have to worry about the state bar coming after me for trust accounting errors!
I love TrustBooks! No more handwritten letters. No more fear of overdrawing a client account. TrustBooks makes it simple to keep track of each client’s money, allows me to print checks directly from the program, makes reconciling the account easy (about 5 minutes tops!), and best of all, I know my trust account is in order and state bar compliant. I’m so glad TrustBooks exists!
TrustBooks is an affordable, intuitive trust account management solution. Monthly and quarterly trust account reconciliations are much easier with TrustBooks. We also love that they listen to our suggestions and are constantly improving their program to meet their clients’ needs, including recently adding several report features.
My staff and I found the program to be incredibly intuitive and user-friendly. I have not found any other system that comes close to combining practicality, accessibility, and dedication to trust accounts.
On my own, a trust accounting audit was a nightmare. There are just too many questions and uncertainties concerning ledgers, funds, and state requirements.
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.
So thankful for this program! Just wish I had discovered TrustBooks sooner.
TrustBooks has simplified the intricacies of trust accounting such that I can focus more on my client’s needs and less on law firm administration. The software is extremely user-friendly and accessible, and support is just an email or phone call away. As a litigator and manager of a busy divorce practice, I cannot imagine practicing law without such a brilliantly executed piece of software.
Our monthly reconciliations take less than a minute to do. The 3-Way Reconciliations are as easy as pushing a button. Writing checks and ledger management are a breeze and we can find any errors very quickly.
TrustBooks is an intuitive accounting program that you access online but stands above other accounting programs because it is calibrated to the North Carolina State Bar rules for attorney trust accounts. Folks with no background in accounting can quickly get up to speed on how to use it. Small and solo law practices should absolutely try it out, but it would certainly handle large practices as well.
Trustbooks has reduced my time spent on reconciliation from 4 or more hours per month, to 10 minutes or less. It has also eliminated mistakes in my trust accounting.
Trustbooks has completely changed my view on trust accounting for my firm. It takes into account all of the trust accounting requirements of the State Bar and helps make sure you comply with them. Trustbooks has simplified the trust accounting for my firm and I no longer dread doing reconciliations or an audit from the State Bar.
My wife is the office manager and accountant for the law firm. The last few days of every month, when we balance the trust accounts, our relationship isn’t the best. Trying to fix discrepancies by chasing down every last transaction added unnecessary stress to our lives.
The entire process is streamlined. If I have any questions about requirements or processes, TrustBooks support is extremely responsive. I now have complete peace of mind for my trust accounts.
TrustBooks has been wildly successful in designing an intuitive product. This is so much better than trying to balance my trust account in Quickbooks!
Before TrustBooks, my monthly reconciliations were agonizing as I balanced accounts, used multiple spreadsheets, and numerous bank statements. That agony is gone.
The reality is that my accountant does not know the rules for the state bar. QuickBooks doesn’t know the rules either. I alone had to know all the rules – the current requirements and the new requirements when they come out.
If you are managing a law firm, you can’t mess this up. The consequences can be career-ending. With TrustBooks, my stress level is non-existent. I don’t dread the reconciliations, and I have control of the Trust Account. I used to be anxious about a Bar audit, and now I have zero anxiety about that.
The main benefit I have experienced with using TrustBooks is knowing that my trust account is 100% accurate – no more handwritten ledgers and trying to figure out which money belongs to which client each month.
TrustBooks is life altering! I have no questions about what I’m doing or how I’m doing it. The entire process is clear, streamlined, and balanced.
With TrustBooks, it just works! The steps are simple and less involved. I can see an individuals’ client account up front. It shows if I took a fee, gave a refund, everything. It’s perfectly transparent and everything we need.
QuickBooks simply doesn’t have trust accounting knowledge. I had to have the knowledge and force QuickBooks to do what I believed my state’s bar required of my firm for our trust accounts.
At least with the 3-part one write system, the transactions were visible and easy to find. Conversely, QuickBooks would make their own designated entries, making it much more difficult to find errors and balance the trust accounts.
Using spreadsheets, it was a painstaking process of trying to locate where errors originated when performing my monthly reconciliations. It isn’t easy nor perfect. However, using TrustBooks, my trust accounting is essentially error- and stress-free.