You have a responsibility to your clients and your state bar to keep your trust accounting accurate and free from misuse.
FREE E-book: A Complete Guide to Trust Accounts
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.
Integration Partners
TrustBooks integrates with the leaders in legal tech to provide an easy and complete solution to running your law practice.
Ready to see how TrustBooks can solve your firm's accounting headaches?
Trust Accounting Resources for Specific States
TrustBooks compiled state-specific resource pages to help you navigate the trust accounting rules for your state.
Legal Accounting Articles
Avoid this QuickBooks Pitfall
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.
Guide to NC Quarterly Review
Every state bar association requires that an attorney reconcile their trust bank statement to their clients’ individual balances either monthly or quarterly.
5 Easy Steps of Trust Reconciliation
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.
The Risks of Putting Your Trust in QuickBooks
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.
The Essential Trust Accounting Guide
A brief and necessary overview of the essential trust accounting rules and regulations.
Starting Your Own Law Firm: Checklist
Launching your own firm? View the most important tasks for starting your own practice.
5 Key Factors in Improving Your Trust Account Management
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.
A Client’s Guide to Trust Accounting
What is a trust account? How do I know that my money is safe in a trust account? And other important questions… answered.
Why You Can’t Place Your Trust in QuickBooks or Excel
For decades, small law firms have been using QuickBooks and Excel to track and manage their trust account.
Case Study: This Iowa Law Firm Saves Hours Each Month With Month-End Reconciliations While Gaining Peace of Mind
“I went from spending 4 hours every month combing through and balancing spreadsheets, trust ledgers, checks, and ba nk statements to just 4 minutes a month using TrustBooks.”
Case Study: One Law Firm’s Experience Going Through State Bar Trust Audits with QuickBooks and TrustBooks
“QuickBooks simply doesn’t have trust accounting knowledge. I had to have the knowledge and force QuickBooks to do what I believed my state’s bar required of my firm for our trust accounts.”
Case Study: How Watkins Law Firm Embraced Technology to Help with Their Trust Accounting
“With TrustBooks, it just works! The steps are simple and less involved. I can see an individuals’ client account up front. It shows if I took a fee, gave a refund, everything. It’s perfectly transparent and everything we need.”
