Simplify your
legal accounting
Accounting software for law firms
- Easy to use and built exclusively for law firms
- Track all activity at the client level
- Stay compliant with simple trust accounting
Eliminate your firm’s
accounting headaches
Designed specifically for law firms to keep accounting simple. No complex software to learn. No accounting background needed.
Sleek, Efficient, and Reasonably Priced
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.
Robert Herron III
Robert Heron Law, P. C.
Confidently manage your trust account to meet state bar rules
Meet state bar requirements effortlessly with steps that make it easy for you to stay compliant. Always know your client balances and never bring a client balance into the negative!
I no longer dread doing reconciliations
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.
Brett Wentz
Wentz Law, PLLC
Save time with a tool designed specifically for legal accounting
Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm.
Simplified what was an incredibly complicated, frustrating, and time-consuming part of my practice
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.
Hallie Bezner
Bezner Law
Ready to see how TrustBooks can solve your firm's accounting headaches?
Your Complete Accounting Solution
Get started today with a 14 day, risk-free trial!
TIER ONE
Trust Accounting
- State Bar Compliance
- One-Click Reporting
- Worry-Free Reconciliations
- Always Maintain Client Ledgers
$59per month
TIER TWO
Firm & Trust Accounting
Access to everything in Tier One, plus…
- Record all activity for your firm financials
- Generate legal specific financial reports
- Track activity by client
- Manage all accounting needs in one software
$79per month
TIER THREE
Bank Reconciliation Services
Access to everything in Tier Two plus…
- TrustBooks team completes your bank reconciliations for one bank account
- Fix any issues found during reconciliations
- Perfect for attorneys wanting extra accounting support
$249*per month
*Up to 100 transactions per month. Over 100 transactions? Contact our team.
Needing more hands-on accounting support? We have a team of legal accounting experts
ready to help you with your data entry, onboarding, and reconciliation projects.
The leader in legal accounting software
See what our Customers are saying...
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.
P. Tyler Summers
Summers Family Law
Learn why QuickBooks and Excel are not the best solutions for your trust account.
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