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.
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.
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.