TrustBooks Description

Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.

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Pricing

Pricing Starts At:
$49 per month
Pricing Information:
Tier One: $49 per month
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
TrustBooks
Year Founded:
2014
Headquarters:
United States
Website:
trustbooks.com

Media

TrustBooks Screenshot 1
TrustBooks Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

TrustBooks Features and Options

Trust Accounting Software

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

TrustBooks User Reviews

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