TrustBooks

TrustBooks is legal accounting software designed specifically for attorneys to help easily manage all of your law firm’s accounting needs. Eliminate your accounting headaches with a software that understands law firm accounting.

Clio users can save time with their accounting tasks and ensure trust compliance with their state bar through the integration with TrustBooks. The integration allows for all bank activity to be imported from Clio to TrustBooks to eliminate the need for double entry with your accounting software.

Key Features

  • Key Features
    -Integrates with Clio to eliminate the need for duplicate data entry.
    -Manage your trust account to ensure compliance with your state bar.
    -Generate Three-Way Reconciliations for your trust account with every reconciliation.
    -Easy and intuitive workflows designed for the modern law firm.
    -Track all accounting activity at the client level for better insight into running your law firm.