TrustBooks Description

These workflows are easy to follow and can be used by law firms to help them know what to do. Integrations with leading software in legal technology will help you save time and money when running your law practice. Software specifically designed for attorneys to make it easy to manage all aspects of your law firm's accounting. Online banking and legal software integrations can help you avoid duplicate data entry. Transfer funds quickly and easily from trust account to operational account. Automated Three-Way Reconciliations to ensure compliance with the state bar for your trust account. Automatically maintains client ledgers while recording activity to your trust accounts. To ensure compliance with your state bar, there are built-in controls such as not bringing a client account into the negative. Three-Way Trust Reconciliations are automatically generated with every reconciliation.

Pricing

Pricing Starts At:
$49 per month
Pricing Information:
Tier One: $49 per month
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
TrustBooks
Year Founded:
2014
Headquarters:
United States
Website:
trustbooks.com

Media

TrustBooks Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online

TrustBooks Features and Options

Trust Accounting Software

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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