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.
• 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.