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.

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

Accounting for my firm is simple with Clio and TrustBooks

Mike Dowling

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

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

Jeremy Danilson

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

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