Customer Success!

Read how other attorneys are using TrustBooks to improve their practice.

I no longer dread doing reconciliations

“Trustbooks has completely changed my view on trust accounting for my firm. It takes into account all of the trust accounting requirements of the State Bar and helps make sure you comply with them. Trustbooks has simplified the trust accounting for my firm and I no longer dread doing reconciliations or an audit from the State Bar.”

Brett Wentz
Wentz Law, PLLC

Intuitive Product

“TrustBooks has been wildly successful in designing an intuitive product. This is soooo much better than trying to balance my trust account in Quickbooks!”

Andy Cowan
Law Office of Andrew Cowan

Sleek, Efficient, and Reasonably Priced

“Trustbooks meets the needs of my growing solo practice. Where everyone else offers bulky, bloated, and overpriced products, Trustbooks is sleek, efficient, and reasonably priced. Transactions are easy to enter, and Trustbooks automatically updates each appropriate ledger. Reconciliations are straightforward and intuitive, and three-way reconciliations are generated automatically. The fact that Trustbooks is a cloud-based trust accounting system means that I never have to worry about bloated software installations or incessant automatic updates. And while Trustbooks’ performance is impressive on its own, they go one step further with prompt and personal customer service. I am never “just another customer.” My emails are always answered quickly and personally. I am thoroughly impressed!”

Robert Herron III
Robert Heron Law, P.C.

Quickly get up to speed

“TrustBooks is an intuitive accounting program that you access online but stands above other accounting programs because it is calibrated to the North Carolina State Bar rules for attorney trust accounts. Folks with no background in accounting can quickly get up to speed on how to use it. Small and solo law practices should absolutely try it out, but it would certainly handle large practices as well.”

Raymond Tarlton
Tarlton Law, PLLC

Reconciliations are much easier

“TrustBooks is an affordable, intuitive trust account management solution. Monthly and quarterly trust account reconciliations are much easier with TrustBooks. We also love that they listen to our suggestions and are constantly improving their program to meet their clients’ needs, including recently adding several report features.”

Jenny Bradley
Cheshire Parker Schneider & Bryan

I love TrustBooks!

“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

Other options were too complex

“Making the move to TrustBooks was a great leap forward. The other options were too complex and expensive for our needs. I wanted something that was easy to use and would keep us out of trouble – TrustBooks works!”

Joe Knott
Knott & Boyle, PLLC

Simplify what was an incredibly complicated, frustrating, and time consuming part of my practice

“Trustbooks has helped simplify what was an incredibly complicated, frustrating, and time consuming part of my practice. I was trying to keep track of so many different binders, sheets of paper, excel spreadsheets, and bank receipts; it was a nightmare. I love that I can easily print up a ledger sheet and figure out a retainer balance for any client in seconds. Additionally – Tom is quick to respond to any questions and provide suggestions and solutions.”

Hallie Bezner
Bezner Law

Incredibly intuitive and user-friendly

“After being disappointed by other accounting programs such as Quickbooks and iBank, I was relieved to learn about a new online program designed specifically for trust accounts. Setting up my account into TrustBooks was a breeze. My staff and I found the program to be incredibly intuitive and user-friendly. I have not found any other system that comes close to combining practicality, accessibility and dedication to trust accounts. My search for a trust account management program is over!”

Bill Cameron
Sherrill & Cameron, PLLC

Easy for lawyers with little or no accounting background

“TrustBooks makes the reconciliation process easy for lawyers with little or no accounting background. It works well as a dedicated piece of software aimed at providing the busy lawyer a flexible and portable structure for maintaining compliance with trust account rules.”

Jon Anderson
City of Oaks Law