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.

Clio

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

Trust Accounting Resources for Specific States

TrustBooks compiled state-specific resource pages to help you navigate the trust accounting rules for your state.

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Clio
Clio
Clio

Legal Accounting Articles

Avoid this QuickBooks Pitfall

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

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

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

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.

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.”
Jeremy Danilson
Danilson Law, PLLC

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.”
Brett Wentz
Wentz Law Firm

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.”
Michael Watkins
Watkins Law Firm

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