Your Complete Accounting Solution

Get started today with a 14 day, risk-free trial!

TIER ONE

Trust Accounting

  • State Bar Compliance
  • One-Click Reporting
  • Worry-Free Reconciliations
  • Always Maintain Client Ledgers
$49per month

Start Free Trial

TIER TWO

Firm & Trust Accounting

Access to everything in Tier One, plus…

  • Record all activity for your firm financials
  • Generate legal specific financial reports
  • Track activity by client
  • Manage all accounting needs in one software
$69per month

Start Free Trial

TIER THREE

Bank Reconciliation Services

Access to everything in Tier Two plus…

  • TrustBooks team completes your bank reconciliations
  • Fix any issues found during reconciliations
  • Dedicated CPA overseeing your bank reconciliations
  • Perfect for attorneys wanting extra accounting support
$149per month

Start Free Trial

The leader in legal accounting software

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

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

Trust Accounting with

     

State Bar Compliance

TIER ONE TIER TWO TIER THREE
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

TIER ONE TIER TWO TIER THREE
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

TIER ONE TIER TWO TIER THREE
Integrates with your bank account
Integrates with LawPay
Integrates with Clio

Best-in-Class Security

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

Firm Accounting

TIER ONE TIER TWO TIER THREE
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

TIER ONE TIER TWO TIER THREE
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
Start
14 Day Free Trial
Start
14 Day Free Trial
Start
14 Day Free Trial

Request a Demo

 

You have Successfully Subscribed!