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Saving You Time

Our Best Integration To-Date

Import all your transactions from PracticePanther to TrustBooks. Avoid duplicate entries, and save yourself hours of time and work. Easily stay compliant with your state bar trust accounting guidelines with TrustBooks and PracticePanther automatically syncing together.

Complete Peace of Mind for My Trust Accounts

The entire process is streamlined. If I have any questions about requirements or processes, TrustBooks support is extremely responsive. I now have complete peace of mind for my trust accounts.

Brett Wentz
Wentz Law Firm

Never worry about your trust account ever again

Trustbooks is customized specifically to comply with your state bar’s trust accounting rules, so you don’t have to worry about anything.

Gigi G.
Principal Attorney

See how
to import your
PracticePanther transactions
in under 30 seconds

TrustBooks is a lifesaver!

After having QuickBooks nightmares for years, TrustBooks is a lifesaver!

Olivia Devonmille
Law Office of Olivia Devonmille, PA

Getting your PracticePanther activity
in TrustBooks in 3 easy steps...

Step One:
Import PracticePanther Matters

PracticePanther Matters Grid

Step Two:
Import PracticePanther Deposits

PracticePanther Deposits Grid

Step Three:
Import PracticePanther Payments

PracticePanther Payments Grid

Ready to see how TrustBooks can solve your firm's accounting headaches?

Save time

  • Avoid double entry by syncing from PracticePanther to TrustBooks
  • Simple and easy to perform reconciliations
  • Print payments entered in PracticePanther 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

14-Day Free Trial

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