Simplify your

trust accounting

Trust accounting software for small law firms

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 them. 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

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

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

Spend your time practicing law—
not doing trust accounting

Take 20 Minutes To See How It Works

The leader in trust accounting software

See what our Customer are saying...

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.

Brett Wentz Wentz Law, PLLC

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

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