Trust accounting

Simplified

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

Ensure compliance
with your State Bar

  • Built-in controls keep you in compliance with workflows that that prevent you from overspending a client’s
    balance

  • Three – Way Trust Reconciliations that are automatically generated with each reconciliation

  • Electronic signoffs on your reconciliations

  • Automatically-generated reports that meet State Bar requirements for compliance

Easily, confidently manage
your trust account

  • Print checks directly from TrustBooks

  • Eliminate the feeling of being overwhelmed when you use accounting software or spreadsheets that are not designed for a law firm’s trust account

Automatically generate
the reports you need

  • Use automatic month – end reports

  • Print client ledgers with one – click

  • Keep a history of all your reconciliations.
    Easy access to all the reconciliations performed

  • Flexible reporting features that allow you to generate
    the specific report you want

“Sleek, Efficient, and Reasonably Priced”

TrustBooks meets the needs of my growing solo practice. Where everyone else offers bulky, bloated, and overpriced products, Trustbooks is sleek, efficient, and reasonably priced.

Robert Herron III
Robert Heron Law, P. C.

View the software that is simplifying the way
law firms do trust accounting.

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