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TrustBooks

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Software Status:Active

About TrustBooks

TrustBooks is an accounting software from TrustBooks, Inc. designed for law firms and legal professionals. It provides features such as built-in trust accounting, automated financial reporting, and compliance tracking so users can manage their client funds accurately and efficiently. TrustBooks ensures that legal practitioners meet state bar requirements while simplifying their accounting processes. The platform includes user-friendly interfaces and reliable security measures to protect sensitive client information. Key capabilities: trust account management automated reporting compliance checks user access controls data encryption Best for: law firms and legal professionals that need to maintain accurate financial records and ensure compliance with legal regulations.

TrustBooks Details

Vendor
TrustBooks, Inc.
Year Launched
2014
Location
Raleigh, North Carolina, USA
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean.
Users
Accountants, Bookkeepers, Law Firms, Attorneys, Legal Professionals
Industries Served
Legal, Law, Real Estate, Property Management, Nonprofit, Government, Legal Services, Accounting Services, Trust Accounting Services
Tags
Trust Accounting, Accounting Software, Law Firm Accounting, Legal Accounting

TrustBooks's In-App Market Place

Does TrustBooks have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), NZD ($), JPY (¥), CNY (¥), INR (₹), RUB (₽), BRL (R$), MXN ($)

Pros & Cons

  • Easy to Use and Learn: Multiple reviewers emphasized how user-friendly and straightforward TrustBooks is, even for those without an accounting background.
  • Time-Saving: The software automates many trust accounting tasks, significantly reducing the time and effort required for reconciliation and other processes.
  • Peace of Mind: TrustBooks helps ensure compliance with state bar regulations, reducing the stress and worry associated with trust accounting.
  • Excellent Customer Service: Reviewers consistently praise TrustBooks' customer support for being responsive, helpful, and quick to resolve issues.
  • Specifically Designed for Law Firms: The software is tailored to the unique needs of law firms, making it more effective and efficient than general accounting solutions.
  • Affordable: Compared to some alternatives, TrustBooks offers competitive pricing, especially considering its specialized features for law firms.
  • Clio Integration: A few reviewers mentioned that the integration with Clio could be improved.
  • Limited Tech Support: One reviewer noted that tech support is primarily email-based and not as immediate as they would prefer.
  • Initial Learning Curve: While generally considered easy to use, some reviewers felt that the software might have a slight learning curve for those completely new to accounting.

TrustBooks's Support Options

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