Customer

success!

Read how other attorneys are using
TrustBooks to improve their practice

Brett Wentz

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

I have zero anxiety about a Bar audit!

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.

Mary Snow Hill
WFH Law

I no longer dread doing reconciliations

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.

Brett Wentz
Wentz Law, PLLC

A brilliantly executed piece of software

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

Michael Watkins 2

At least with the 3-part one write system, the transactions were visible and easy to find. Conversely, QuickBooks would make their own designated entries, making it much more difficult to find errors and balance the trust accounts.

Michael Watkins
Watkins Law Firm

The Agony is Gone

Before TrustBooks, my monthly reconciliations were agonizing as I balanced accounts, used multiple spreadsheets, and numerous bank statements. That agony is gone.

Jeremy Danilson

I’m so glad TrustBooks exists!

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!

Abigail Peoples
Law Firm of Abigail E. Peoples, PLLC

Intuitive Product

TrustBooks has been wildly successful in designing an intuitive product. This is so much better than trying to balance my trust account in Quickbooks!

Andy Cowan
Law Office of Andrew Cowan

Setting up my account into TrustBooks was a breeze

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.

Bill Cameron
Sherrill & Cameron, PLLC

10 minutes or less per month

Trustbooks has reduced my time spent on reconciliation from 4 or more hours per month, to 10 minutes or less. It has also eliminated mistakes in my trust accounting.

Jeremy Danilson
Danilson Law

Other options were too complex

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!

Joe Knott
Knott & Boyle, PLLC

Our monthly reconciliations take less than a minute

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.

Mitzi Kincaid
Kincaid and Associates

I love TrustBooks!

I used to keep my trust account ledger by hand, which was time-consuming and error-prone. I manually wrote checks out of my trust account. It took me forever to reconcile the account each month as I had to look at three different places to see whose money was whose. I love TrustBooks! No more handwritten letters. No more fear of overdrawing a client account.

I’m so glad TrustBooks exists!

Abigail Peoples
Law Firm of Abigail E. Peoples, PLLC

Simplify what was an incredibly complicated, frustrating, and time-consuming part of my practice

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.

I love that I can easily print up a ledger sheet and figure out a retainer balance for any client in seconds.

Hallie Bezner
Bezner Law

Brett Wentz

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.

Brett Wentz
Wentz Law Firm

Michael Watkins 3

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

My Trust Accounting is Essentially Error- and Stress-Free

Using spreadsheets, it was a painstaking process of trying to locate where errors originated when performing my monthly reconciliations. It isn’t easy nor perfect. However, using TrustBooks, my trust accounting is essentially error- and stress-free.

Jeremy Danilson

Quickly get up to speed

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.

Raymond Tarlton
Tarlton Law, PLLC

Michael Watkins 1

My wife is the office manager and accountant for the law firm. The last few days of every month, when we balance the trust accounts, our relationship isn’t the best. Trying to fix discrepancies by chasing down every last transaction added unnecessary stress to our lives.

Michael Watkins
Watkins Law Firm

Incredibly intuitive and user-friendly

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.

Bill Cameron
Sherrill & Cameron, PLLC

Brett Wentz

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.

Brett Wentz
Wentz Law Firm

So thankful for this program!

So thankful for this program! Just wish I had discovered TrustBooks sooner.

Stephanie Henry

I understand the new requirements

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.

Mavis Gragg
Gragg Law Firm

TrustBooks keeps me reconciled and on track

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!

Abigail Peoples
Law Firm of Abigail E. Peoples, PLLC

Reconciliations are much easier

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.

Jenny Bradley
Triangle Smart Divorce

4 Minutes Monthly Reconciliations

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.

Jeremy Danilson

Brett Wentz

On my own, a trust accounting audit was a nightmare. There are just too many questions and uncertainties concerning ledgers, funds, and state requirements.

Brett Wentz
Wentz Law Firm

Brett Wentz

The reality is that my accountant does not know the rules for the state bar. QuickBooks doesn’t know the rules either. I alone had to know all the rules – the current requirements and the new requirements when they come out.

Brett Wentz
Wentz Law Firm

Sleek, Efficient, and Reasonably Priced

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.

Robert Herron III
Robert Heron Law, P. C.

My trust account is 100% accurate

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.

Abigail Peoples
Law Firm of Abigail E. Peoples, PLLC

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