“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. They make it simple to keep track of each client’s money, allow me to print checks directly from the program, make 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!”
“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.
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.”
Sherril & Cameron, PLLC