The leader in trust accounting software

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P. Tyler Summers

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

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

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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