Simplify your

trust accounting

Trust accounting software for small law firms

Ensure compliance
with your state bar

Meet State Bar requirements effortlessly, with workflows that make it easy for you to stay in compliance. 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

Easily, confidently manage your trust account

Trust accounting made easy! The way it should be for non-accountants. Breeze through reconciliations and always know your client balances.

Intuitive Product

TrustBooks has been wildly successful in designing an intuitive product. This is so much better than trying to balance my trust account in Quickbooks!

Andy Cowan
Law Office of Andrew Cowan

Automatically generate the reports you need

We automatically create the reports you need for your trust accounting - no guessing or searching for what you should be doing.

Simplify 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.

I love that I can easily print up a ledger sheet and figure out a retainer balance for any client in seconds.

Hallie Bezner
Bezner Law

View the software that is simplifying the way
law firms do trust accounting.



Find the right plan for your law firm, or test it out for free for 14 days, risk free!
(no credit card required)


The do it yourself platform to easily manage your trust account...

  • State Bar Compliance
  • One-Click Reporting
  • Best-In-Class Security
  • Worry-Free Reconciliations
$49per month

14 days free trial




Add expert support to offload your month‐end trust reconciliations...

  • TrustBooks team completes your
  • Report on any discrepancies
  • Dedicated CPA overseeing your trust
  • For attorneys that are busy and need extra support with the details
$149per month

14 days free trial



The leader in trust accounting software

See what our Customer are saying...

Incredibly intuitive and user-friendly

Bill Cameron

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.

Bill Cameron
Sherrill & Cameron, PLLC

Learn why QuickBooks and Excel are not the best solutions for your trust account.

Compare TrustBooks to other options

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