Pricing

trustbooks

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

The leader in trust accounting software

See what our Customer are saying...

TrustBooks has simplified the intricacies of trust accounting such that I can focus more on my client’s needs and less on law firm administration. The software is extremely user-friendly and accessible, and support is just an email or phone call away. As a litigator and manager of a busy divorce practice, I cannot imagine practicing law without such a brilliantly executed piece of software.

P. Tyler Summers Summers Family Law

Spend your time practicing law—
not doing trust accounting

Take 20 Minutes To See How It Works

Easy Data Management

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Easy navigation from Dashboard page
Manage unlimited trust accounts
Record client activity
Print checks

State Bar Compliance

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Protection against overdrawing a client’s balance
Memo field required on checks
Automatically generated three-way trust reconciliation
Ongoing software updates based on new State Bar requirements

State Bar Compliance

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Client ledgers
Trust ledger
Detailed reconciliation
Three-way reconciliation

Best in Class Security

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Automatic secure daily backups
256 bit SSL security encryption
Data stored in secure Amazon Web Services data centers

Worry Free Reconciliations

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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’)

Premium Features

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Optional: Additional user accounts (per user per month) $10 UNLIMITED
Optional: Onboarding completed by TrustBooks’ Certified Accountant (one time fee) $299 $299
Dedicated Certified Public Accountant (‘CPA’) overseeing your account
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14 Day Free Trial
Start
14 Days Free Trial