Find the right product and plan for your law firm, or test it out
for free for 14 days (no credit card required)

DIY

TEAM

The do it yourself platform to easily
manage your trust account…

$39

per month

Add expert support to offload your
month‐end trust reconciliations…

$129

per month

* State Bar Compliance
* One-Click Reporting
* Best-In-Class Security
* Worry-Free Reconciliations

Everything in DIY, plus:
* TrustBooks team completes your reconciliation
* Report on any discrepancies
* Dedicated CPA overseeing your trust account
* For attorneys that are busy and need extra support with the details

“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

Not Sure Which Plan is Right for You?

Envelope Email Us or Call Us at Phone 844-256-8382
Easy Data Management DIY TEAM
Easy navigation from Dashboard page
Manage unlimited trust accounts
Record client activity
Print checks
Easy Data Management DIY TEAM
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
Easy Data Management DIY TEAM
Client ledgers
Trust ledger
Detailed reconciliation
Three-way reconciliation
Easy Data Management DIY TEAM
Automatic secure daily backups
256 bit SSL security encryption
Data stored in secure Amazon Web Services data centers
Easy Data Management DIY TEAM
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’)
Easy Data Management DIY TEAM
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

Have questions? We’d love to help.