TrustBooks

TrustBooks is cloud-based software that helps attorneys easily manage their trust account and stay compliant with their state bar. TrustBooks makes trust accounting drop-dead simple.

Key Features

  • • Three-way reconciliations that are automatically generated with each reconciliation.
    • Built-in controls that never allow a client balance to go into the negative.
    • Client trust ledgers that get updated with every transaction entered into TrustBooks.
    • Automatically generated month-end reports that meet state bar requirements for compliance.
    • Keeps a history of all reconciliations performed so your data is always at your fingertips.
    • Simple workflows designed for the non-accountant... never feel overwhelmed with your trust accounting again.

Have questions? Our team is here to help. Call 1-888-858-2546

Monday to Friday from 8 am to 8 pm EST.