TrustBooks partnered with LawPay to put together this step-by-step guide to help attorneys understand how to properly manage their trust accounts with the use of new technologies.
TrustBooks integrates with the leaders in legal tech to provide an easy and complete solution to running your law practice.
TrustBooks compiled state-specific resource pages to help you navigate the trust accounting rules for your state.
We recently announced that we joined the Paradigm family — a growing legal technology company home to several industry-leading law practice management platforms, including the all-in-one solution, PracticePanther. This was a huge milestone for TrustBooks and in light...
Since 2015, the TrustBooks team has worked tirelessly to make the lives of attorneys easier by providing them with accounting software tailor-made for law firms. We’ve had an incredible opportunity to learn from, and grow with, our customers over the years —...
You have a responsibility to your clients and your state bar to keep your trust accounting accurate and free from misuse.
Are you using a 15-step work-around process to properly track and report your trust account? You’re not alone because QuickBooks wasn’t designed for law firms.
Every state bar association requires that an attorney reconcile their trust bank statement to their clients’ individual balances either monthly or quarterly.
To help you determine whether your trust accounting is accurate and error-free, we’ve broken out the trust reconciliation process into five easy steps.
QuickBooks is not tailored to meet the unique and complex regulations of trust accounting, and so using the software to manage your trust account comes with inherent risks and complications.
A brief and necessary overview of the essential trust accounting rules and regulations.
Launching your own firm? View the most important tasks for starting your own practice.
Whether you’re just starting a practice or you’ve been running a firm for decades, the act of receiving and holding funds for clients is always an immense responsibility.
