TrustBooks
Trust Accounting Software for Attorneys.
Overview
TrustBooks is a cloud-based software solution designed specifically to simplify trust accounting for small law firms and solo attorneys. It focuses on ensuring compliance with State Bar requirements by making tasks like three-way reconciliations and report generation straightforward and easy. It can be used as a standalone tool or integrated with other practice management software.
✨ Key Features
- Three-Way Reconciliation
- IOLTA Management
- Client Ledger Management
- State Bar Audit Reporting
- Bank Reconciliation Services
🎯 Key Differentiators
- Singular focus on trust accounting
- Extreme ease of use for non-accountants
- Option for done-for-you reconciliation services
Unique Value: Offers the simplest way for law firms to manage their trust accounts and stay compliant, without the complexity of a full accounting or practice management system.
🎯 Use Cases (3)
✅ Best For
- Simplifying the monthly three-way reconciliation process
- Preparing for and passing state bar audits
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms looking for an all-in-one practice management solution
🏆 Alternatives
Unlike all-in-one platforms, TrustBooks provides a specialized, user-friendly interface solely for trust accounting, making it less overwhelming for users focused on that specific task.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
💰 Pricing
✓ 14-day free trial
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