Overview
TrustBooks software stands out as an intuitive accounting solution tailored for law practices. It is designed to track client-level activities and ensure effortless trust accounting compliance. Despite the difficulty of uploading the General Ledger report for duplication, its user-friendly processes are simple and aid in saving time.
Overall Rating
Based on 9 users reviews
4.9
Rating Distribution
Positive
100%
Neutral
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Negative
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Starting Price
Custom
TrustBooks Specifications
Financial Reporting
Invoice Management
Expense Tracking
Tax Management
What Is TrustBooks?
TrustBooks, a cloud-based accounting software tailored specifically for law firms, has assisted numerous law practices in simplifying their accounting procedures by replacing the burdensome and time-consuming aspects of traditional legal accounting. Its user-friendly interface enables law firms to effectively oversee their trust accounts. It includes features like intuitive workflows and automated Three-Way Reconciliations to ensure adherence to state bar regulations.
How Much Does TrustBooks Cost?
TrustBooks cost starts at $59 per month, offering three pricing tiers for its users with them offering a 14-day free trial for all of them.
- Trust Accounting: $59/month
- Firm & Trust Accounting: $79/month
- Bank Reconciliation Services: $249/month
TrustBooks Integrations
Who Is TrustBooks For?
TrustBooks caters to legal service professionals, including:
- Law firms
- Attorneys
- Small and solo law practices
Is TrustBooks Right For You?
TrustBooks is a component of Paradigm, a provider of legal software solutions that support lawyers in managing, automating, and expanding their practices. Moreover, it allows for detailed monitoring of client-level activities to enhance understanding of transactions and balances.
Are you still trying to figure out TrustBooks? Contact us at (661) 384-7070 and get expert assistance from our team regarding any further queries.
TrustBooks Features
TrustBooks streamlines law firm accounting tasks by integrating online banking and legal software to prevent duplicate data entry. It simplifies transferring funds between trust and operating accounts and ensures state bar compliance through automated three-way reconciliations for trust accounts.
Effortlessly monitor all transactions within your firm's trust account(s) and automatically update client ledgers when recording trust account activities. The software includes built-in safeguards, such as preventing client balances from going negative, to ensure compliance with state bar regulations.
Simplify your accounting tasks with straightforward steps tailored for non-accountants. Say goodbye to feeling overwhelmed by accounting software or spreadsheets that are not tailored to the specific needs of a law firm.
Automatically link all trust activity to specific clients, ensuring real-time updates of client trust ledgers. Track all firm operating account activities associated with clients to accurately monitor individual income and costs. Gain a quick overview of each client, providing instant insights into both trust and operating activities.
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