TrustBooks: Trust Accounting Software

SIMPLIFY YOUR TRUST ACCOUNTING

Trust accounting software for small law firms

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I love TrustBooks!


"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!"



ABIGAIL PEOPLES

Peoples Law

Ensure compliance with your state bar

Meet State Bar requirements effortlessly, with workflows that make it easy for you stay in compliance. Never bring a client balance into the negative!


"Trustbooks has completely changed my view on trust accounting for my firm. It takes into account all of the trust accounting requirements of the State Bar and helps make sure you comply with thrm. Trustbooks has simplified the trust accounting for my firm and I no longer dread doing reconciliations or an audit from the State Bar."

Brett Wentz, Wentz Law, PLLC

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Easily, confidently manage your trust account

Trust accounting made easy! The way it should be for non-accountants. Breeze through reconciliations and always know your client balances.


"TrustBooks has been wildly sucessful in designing an intuitive product. This is soooo much better than trying to balance my trust account in Quickbooks!"

Andy Cowan, Law Office of Andrew Cowan

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Automatically generate the reports you need

We automatically create the reports you need for your trust accounting - no guessing or searching for what you should be doing.


"Trustbooks has help simplify what was an incredibly complicated, frustrating, and time consuming part of my practice. I was trying to keep track of so many different binders, sheets of paper, excel spreadsheets, and bank receipts; it was a nightmare.


I love that I can easily printup a ledger sheet and figure out a retainer balance for any client in seconds."

Hallie Bezner, Bezner Law Office

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Spend your time practicing law—not doing trust accounting.

Take 20 Minutes To See How It Works

SCHEDULE DEMO

Learn why QuickBooks® and Excel are not the best solution for your trust account...

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