Software

Comparison

Software designed specifically for attorneys
to help them easily manage client accounts
and stay compliant with their State Bar

Trust Accounting with

     

State Bar Compliance

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Always maintain client ledgers
Auto-generated Three-Way Trust Reconciliation
Protection against overdrawing a client’s balance
Manage unlimited trust bank account
One-click reporting for clients and trust ledgers

Easy Data Management

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Easy navigation from Dashboard page
Workflows that follow your law firm
No complex accounting to learn - design for law firms
Track activity on a client by client level
Print checks directly from your account

Integrations

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Integrates with your bank account
Integrates with LawPay
Integrates with Clio

Best-in-Class Security

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Automatic secure daily backups
256 bit SSL security encryption
Data stored in secure Amazon Web Services data centers

Firm Accounting

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Manage all activity for your firm's operating accounting
Generate firm financials like balance sheets and profit & loss reports
Run reports needed for taxes
Track all funds received or paid at the client level

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) $99-$199 $99-$199 $99-$199
Reconciliation(s) completed by TrustBooks Certified Accountant
Trust account reviewed by a TrustBooks Certified Accountant for any discrepancies
Reconciliation(s) reviewed by a Certified Public Accountant (CPA)
Dedicated Certified Public Accountant (CPA) overseeing your account
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See what our Customers are saying...

P. Tyler Summers

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

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