Software designed specifically for attorneys
to help them easily manage client accounts
and stay compliant with their State Bar

Trust accounting software comparison

Check out how TrustBooks compares against the other options
like QuickBooks® and Excel.

Easy Data Management

Trustbooks Quickbooks Excel
Record Client Activity
Print Checks
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

Client ledgers
Trust ledger
Detailed reconciliation
Three-way reconciliation

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’)
Get Started

The leader in trust accounting software

See what our Customer are saying...

Bill Cameron

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.

Bill Cameron
Sherrill & Cameron, PLLC

Spend your time practicing law—
not doing trust accounting

Take 20 minutes to see how it works.