Let’s Talk!

We recognize everyone’s time is valuable, and no one wants to be sold. We keep our calls short and to the point.

Tell us what you want to discuss!

THIS IS YOUR TIME!

  • Answer your questions to see if TrustBooks is a good fit
    (estimated time – 5 minutes)
  • Take a quick tour of TrustBooks
    (estimated time – 30 minutes)
  • Help you transition your accounts into TrustBooks
    (estimated time – 30 minutes)
  • Need technical support
    (estimated time – 5 minutes to 20 minutes)
  • Anything else on your mind?
    (estimated time – 5 minutes to 1,440 minutes)

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What do you want to discuss?

Answer your questions to see if TrustBooks is a good fitTake a quick tour of TrustBooksHelp you transition your accounts into TrustBooksNeed technical supportAnything else on your mind?

Please add some details on what you want to discuss in the comment box.

I love TrustBooks!… Simple to keep track… I know my trust account is compliant.

I used to keep my trust account ledger by hand, which was time-consuming and error-prone. I manually wrote checks out of my trust account. It took me forever to reconcile the account each month as I had to look at three different places to see whose money was whose. I love TrustBooks! No more handwritten letters. No more fear of overdrawing a client account. They make it simple to keep track of each client’s money, allow me to print checks directly from the program, make reconciling the account easy (about 5 minutes tops!), and best of all, I know my trust account is in order and state bar compliant. I’m so glad TrustBooks exists!

Abigail Peoples

Peoples Law