Check out how TrustBooks compares against the other options
like QuickBooks® and Excel.
Easy Data Management
|Record Client Activity|
|Automatically update client ledgers|
|Easy navigation from Dashboard page|
State Bar Compliance
|Designed exclusively for a lawyer’s trust account|
|Protection against overdrawing a client’s balance|
|Automatically generated three-way trust reconciliation|
|Software updates based on new State Bar requirements|
One Click Reporting
Worry Free Reconciliations
|Simple reconciliation process|
|Auto-generated Three-Way Trust Reconciliation|
|Trust account reviewed by a TrustBooks’ Certified Accountant for any discrepancies|
|Reconciliation completed by a TrustBooks’ Certified Accountant|
|Reconciliation reviewed by a Certified Public Accountant (‘CPA’)|
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.
Schedule a 30-min demo to see how TrustBooks can simplify your trust accounting.