Trust Accounting Guide
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
TrustBooks is an intuitive accounting program that you access online but stands above other accounting programs because it is calibrated to the North Carolina State Bar rules for attorney trust accounts. Folks with no background in accounting can quickly get up to speed on how to use it. Small and solo law practices should absolutely try it out, but it would certainly handle large practices as well.
Raymond Tarlton Tarlton Law, PLLC
TrustBooks is an affordable, intuitive trust account management solution. Monthly and quarterly trust account reconciliations are much easier with TrustBooks. We also love that they listen to our suggestions and are constantly improving their program to meet their clients’ needs, including recently adding several report features.
Jenny Bradley Triangle Smart Divorce
Making the move to TrustBooks was a great leap forward. The other options were too complex and expensive for our needs. I wanted something that was easy to use and would keep us out of trouble – TrustBooks works!
Joe Knott Knott & Boyle, PLLC