"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!"
Meet State Bar requirements effortlessly, with workflows that make it easy for you stay in compliance. Never bring a client balance into the negative!
Trust accounting made easy! The way it should be for non-accountants. Breeze through reconciliations and always know your client balances.
We automatically create the reports you need for your trust accounting - no guessing or searching for what you should be doing.
"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."