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Sync all activity from Clio to TrustBooks to avoid double entry and get the peace of mind you need for your trust account
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.
h.e. Business Solutions, LLC
Avoid double entry. Trust activity automatically syncs from Clio to TrustBooks
Simple and easy to perform reconciliations
Print payments entered in Clio directly from TrustBooks
Automatically generate Three-Way Reconciliations
Generate trust specific month-end reports
Built specifically for a lawyer’s trust account
4 Hours to 4 Minutes
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.
Danilson Law, PLLC
View the software that is simplifying the way
law firms do legal accounting.
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