Audience

Law firms that need a legal accounting and trust accounting solution

About TrustBooks

Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm. Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Avoid duplicate data entry with online banking and legal software integrations. Effortlessly move funds from trust account to operating account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account. Automatically maintains client ledgers when recording activity to your trust account. Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar. Three-Way Trust Reconciliations that are automatically generated with each reconciliation.

Pricing

Starting Price:
$49 per month
Pricing Details:
Tier One: $49 per month
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

TrustBooks
Founded: 2014
United States
trustbooks.com

Videos and Screen Captures

TrustBooks Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

TrustBooks Frequently Asked Questions

Q: What kinds of users and organization types does TrustBooks work with?
Q: What languages does TrustBooks support in their product?
Q: What kind of support options does TrustBooks offer?
Q: What type of training does TrustBooks provide?
Q: Does TrustBooks offer a free trial?
Q: How much does TrustBooks cost?

TrustBooks Product Features

Trust Accounting

Check Writing
Compliance Management
Customer Statements
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Cross Ledger Posting
Fee Calculation & Posting
Receipt Management
Tax Management