Software
Comparison
Software designed specifically for attorneys
to help them easily manage client accounts
and stay compliant with their State Bar
Trust Accounting with |
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State Bar Compliance |
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| Always maintain client ledgers |  |
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| Auto-generated Three-Way Trust Reconciliation | |
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| Protection against overdrawing a client’s balance | |
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| Manage unlimited trust bank account | |
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| One-click reporting for clients and trust ledgers | |
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Easy Data Management |
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| Easy navigation from Dashboard page | |
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| Workflows that follow your law firm | |
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| No complex accounting to learn - design for law firms | |
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| Track activity on a client by client level | |
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| Print checks directly from your account | |
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Integrations |
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| Integrates with PracticePanther | |
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| Integrates with your bank account | |
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| Integrates with LawPay | |
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| Integrates with Clio | |
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Best-in-Class Security |
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| Automatic secure daily backups | |
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| 256 bit SSL security encryption | |
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| Data stored in secure Amazon Web Services data centers | |
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Firm Accounting |
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| Manage all activity for your firm's operating accounting | |
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| Generate firm financials like balance sheets and profit & loss reports | |
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| Run reports needed for taxes | |
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| Track all funds received or paid at the client level | |
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Premium Features |
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| Optional: Add users with specific user roles (per user per month) | $10 | $10 | UNLIMITED |
| Optional: Onboarding completed by TrustBooks’ Certified Accountant (one time fee) | Custom Pricing | Custom Pricing | Custom Pricing |
| Reconciliation(s) completed by TrustBooks Certified Accountant | |
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| Trust account reviewed by a TrustBooks Certified Accountant for any discrepancies | |
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| Start 14 Day Free Trial |
Start 14 Day Free Trial |
Start 14 Day Free Trial |
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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
