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DIY

The do it yourself platform to easily manage your trust account...

  • State Bar Compliance
  • One-Click Reporting
  • Best-In-Class Security
  • Worry-Free Reconciliations
$39per month

14 days free trial

 

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Team

 

Add expert support to offload your month‐end trust reconciliations...

  • TrustBooks team completes yourreconciliation
  • Report on any discrepancies
  • Dedicated CPA overseeing your trustaccount
  • For attorneys that are busy and need extra support with the details
$129per month

14 days free trial

 

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The leader in trust accounting software

See what our Customer 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

View the software that is simplifying the way
law firms do trust accounting.

Easy Data Management

DIY TEAM
Easy navigation from Dashboard page
Manage unlimited trust accounts
Record client activity
Print checks

State Bar Compliance

DIY TEAM
Protection against overdrawing a client’s balance
Memo field required on checks
Automatically generated three-way trust reconciliation
Ongoing software updates based on new State Bar requirements

State Bar Compliance

DIY TEAM
Client ledgers
Trust ledger
Detailed reconciliation
Three-way reconciliation

Best in Class Security

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

Worry Free Reconciliations

DIY TEAM
Simple reconciliation process
Auto-generated Three-Way Trust Reconciliation
Trust account reviewed by a TrustBooks’ Certified Accountant for any discrepancies
Reconciliation completed by a TrustBooks’ Certified Accountant
Reconciliation reviewed by a Certified Public Accountant ('CPA')

Premium Features

DIY TEAM
Optional: Additional user accounts (per user per month) $10 UNLIMITED
Optional: Onboarding completed by TrustBooks’ Certified Accountant (one time fee) $299 $299
Dedicated Certified Public Accountant (‘CPA’) overseeing your account
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