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
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
TrustBooks
Founded: 2014
United States
trustbooks.com
Videos and Screen Captures
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
TrustBooks Frequently Asked Questions
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