Taking the complexity out of traditional accounting software so law firms can save time and confidently manage their trust accounts within state bar regulations.
Accounting software exclusively built for law firms to easily track activity at the client level and stay compliant.
Built-in controls and three-way reconciliations mean you never have to worry about violating your state bar regulations. All trust account activity is automatically maintained so your client ledgers are always up to date.
Say goodbye to overwhelming spreadsheets and confusing accounting software. The guided workflows make it simple for anyone to confidently record accounting activity in just a few steps.
Gain better insight into what is coming in and out of your trust accounts in a single view. All trust activity is automatically associated with a client so you can easily track cash flow and costs for the client to make more informed business decisions.
Ditch the paper ledgers and spreadsheets. Start managing your trust accounts 100% online and get back time to focus on your clients.
“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.”
— P. Tyler Summers, Litigator and Manager at Summers Family Law