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Trustbooks

Tekpon Score
9.2

Trustbooks Reviews

& Product Details

What is Trustbooks?

TrustBooks is a specialized trust accounting software designed for small law firms, focusing on simplifying the complexities of trust account management. This software stands out for its user-friendly approach, specifically catering to the needs of legal professionals who may not have an extensive accounting background. TrustBooks is tailored to meet the trust accounting requirements set by the State Bar, ensuring compliance and ease of use.

The software offers features like easy 3-way reconciliations and streamlined report generation, making trust account management more efficient and less prone to errors. It’s designed to eliminate the typical accounting headaches associated with managing client funds, offering a straightforward solution that doesn’t require learning complex software. TrustBooks is

ideal for attorneys looking for a reliable, easy-to-use tool to manage their trust accounts while staying compliant with state regulations. With a focus on simplicity and compliance, TrustBooks is a valuable asset for law firms aiming to streamline their trust accounting processes without the need for extensive accounting expertise.

Found in these Categories

Best For

Simplify your legal accounting.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    TrustbooksBooks

  • Located In

    United States

  • Website

    trustbooks.com

Starting from:

$49 /month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

This tool has three pricing plans. Tier One for 49 USD, Tier Two for 69 USD, Tier Three for 199 USD. For more info, check on their website.

  • Activity Dashboard
  • Case Management
  • Compliance Management
  • General Ledger

Additional Features

  • Electronic Payments
  • Customer Statements
  • Financial Reporting
  • Bank Reconciliation
  • Workflow Management
  • Check Writing
  • Reporting & Statistics
  • Accounts Receivable
  • Cross Ledger Posting
  • Activity Tracking
  • Income & Balance Sheet
  • Accounts Payable
  • Trust Accounting

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