TrustBooks

TrustBooks is a specialized trust accounting software designed specifically for law firms. It helps attorneys manage their trust accounts effectively while ensuring compliance with state bar regulations. With an easy-to-use interface that requires no prior accounting knowledge, TrustBooks enhances the workflow of legal professionals. Key features include automated three-way reconciliations, integration with online banking and legal software, and built-in controls to prevent negative balances. TrustBooks also allows users to track client-level activity, thereby streamlining the management of trust accounts.
The software offers three pricing tiers: Tier One at $59 per month provides basic trust accounting features, while Tier Two at $79 adds firm accounting and client activity tracking. The highest tier, Tier Three, is available at $249 and includes bank reconciliation services managed by TrustBooks for one bank account. TrustBooks prioritizes security with encrypted data storage and automatic backups. A 14-day free trial is also available for firms to explore the software's capabilities without any risk.