I went from spending 4 hours every month combing through and balancing spreadsheets, trust ledgers, checks, and bank statements to just 4 minutes a month using TrustBooks.
After being disappointed by other accounting programs such as Quickbooks and iBank, I was relieved to learn about a new online program designed specifically for trust accounts. Setting up my account into TrustBooks was a breeze.
TrustBooks is an intuitive accounting program that you access online but stands above other accounting programs because it is calibrated to the North Carolina State Bar rules for attorney trust accounts. Folks with no background in accounting can quickly get up to speed on how to use it. Small and solo law practices should absolutely try it out, but it would certainly handle large practices as well.
I never thought we’d get audited when I opened Bull City Lawyer in 2016, but on the advice of a veteran lawyer, I got Trustbooks anyway. In 2019 the audit notice came, and though I was nervous I was also ready. We’d had our Trustbooks subscription for three years, and the ease of use is hard to oversell. With just a few clicks every couple of months we kept our accounts perfectly balanced and all of our money accounted for. The short story is that we scored a perfect on our audit in August, and were told we were one of a few North Carolina firms each round of audits to do that. We felt accomplished, but the reality is that we just logged into Trustbooks.com before our audit, printed off all the reports, labeled them, put them in a folder along with our bank account statements, and boom, perfect score. It’s also the easiest subscription cost I pay every month as a result. We may ultimately ditch our IOLTA account (oh how I wish!) but until then, Trustbooks is a no brainer for any size firm in North Carolina.
TrustBooks meets the needs of my growing solo practice. Where everyone else offers bulky, bloated, and overpriced products, Trustbooks is sleek, efficient, and reasonably priced.
Trust accounting is usually a source of anxiety for most attorneys. We want to be in compliance and serve our clients well. After participating in Trustbooks webinar on the new trust accounting amendments, I felt confident that I understand the new requirements and can rely on the highly knowledgeable TrustBooks staff for any questions I have.
Our monthly reconciliations take less than a minute to do. The 3-Way Reconciliations are as easy as pushing a button. Writing checks and ledger management are a breeze and we can find any errors very quickly.
Trustbooks has completely changed my view on trust accounting for my firm. It takes into account all of the trust accounting requirements of the State Bar and helps make sure you comply with them. Trustbooks has simplified the trust accounting for my firm and I no longer dread doing reconciliations or an audit from the State Bar.
I love that TrustBooks keeps me reconciled and on track – and I don’t have to worry about the state bar coming after me for trust accounting errors!
I love TrustBooks! No more handwritten letters. No more fear of overdrawing a client account. TrustBooks makes it simple to keep track of each client’s money, allows me to print checks directly from the program, makes reconciling the account easy (about 5 minutes tops!), and best of all, I know my trust account is in order and state bar compliant. I’m so glad TrustBooks exists!
Making the move to TrustBooks was a great leap forward. The other options were too complex and expensive for our needs. I wanted something that was easy to use and would keep us out of trouble – TrustBooks works!
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.
TrustBooks is life altering! I have no questions about what I’m doing or how I’m doing it. The entire process is clear, streamlined, and balanced.
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.
My staff and I found the program to be incredibly intuitive and user-friendly. I have not found any other system that comes close to combining practicality, accessibility, and dedication to trust accounts.
TrustBooks has been wildly successful in designing an intuitive product. This is so much better than trying to balance my trust account in Quickbooks!
The entire process is streamlined. If I have any questions about requirements or processes, TrustBooks support is extremely responsive. I now have complete peace of mind for my trust accounts.
So thankful for this program! Just wish I had discovered TrustBooks sooner.
If you are managing a law firm, you can’t mess this up. The consequences can be career-ending. With TrustBooks, my stress level is non-existent. I don’t dread the reconciliations, and I have control of the Trust Account. I used to be anxious about a Bar audit, and now I have zero anxiety about that.
TrustBooks is an affordable, intuitive trust account management solution. Monthly and quarterly trust account reconciliations are much easier with TrustBooks. We also love that they listen to our suggestions and are constantly improving their program to meet their clients’ needs, including recently adding several report features.
The main benefit I have experienced with using TrustBooks is knowing that my trust account is 100% accurate – no more handwritten ledgers and trying to figure out which money belongs to which client each month.
Trustbooks has helped simplify what was an incredibly complicated, frustrating, and time-consuming part of my practice. I was trying to keep track of so many different binders, sheets of paper, excel spreadsheets, and bank receipts; it was a nightmare.