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TrustBooks Overview

TrustBooks is a specialized trust accounting software designed to help law firms and professionals manage their client trust accounts with ease. The platform provides tools for tracking client funds, generating invoices, and ensuring compliance with state bar regulations. TrustBooks simplifies the process of managing client trust accounts by offering automated bank reconciliation, detailed reporting, and audit-ready records. The software’s user-friendly interface allows law firms to manage trust accounts accurately, reducing the risk of errors and ensuring that all financial transactions are compliant. TrustBooks is an essential tool for legal professionals looking to streamline trust accounting and ensure compliance with legal requirements.

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Contact Details

  • Vendor Name TrustBooks
  • Founded 2014
  • Location United States

Support

  • Email Email
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Law Practice

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TrustBooks Features

  • Arrow Icon General Ledger
  • Arrow Icon Accounts Payable
  • Arrow Icon Accounts Receivable
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Billing and Invoicing
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Reporting
  • Arrow Icon Budgeting and Forecasting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Inventory Management
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Fund Accounting
  • Arrow Icon Multi-Currency
  • Arrow Icon Tax Management
  • Arrow Icon Payroll Management
  • Arrow Icon Subscription Billing
  • Arrow Icon Project Accounting
  • Arrow Icon Compliance Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Case Management
  • Arrow Icon Asset Accounting
  • Arrow Icon Check Writing
  • Arrow Icon Workflow Management
  • Arrow Icon Accrual Accounting
  • Arrow Icon Invoice Management
  • Arrow Icon Task Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Compliance Management
  • Arrow Icon Accounting
  • Arrow Icon Electronic Payments
  • Arrow Icon Data Import/Export
  • Arrow Icon Tax Management
  • Arrow Icon Cross Ledger Posting
  • Arrow Icon Customer Statements
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon General Ledger
  • Arrow Icon Contact Management
  • Arrow Icon Fee Calculation & Posting
  • Arrow Icon Receipt Management
  • Arrow Icon Document Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Trust Accounting

TrustBooks Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Tier One

$49 Per Month

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TrustBooks FAQs

TrustBooks is a specialized trust accounting software designed to help law firms and professionals manage their client trust accounts with ease. The platform provides tools for tracking client funds, generating invoices, and ensuring compliance with state bar regulations. TrustBooks simplifies the process of managing client trust accounts by offering automated bank reconciliation, detailed reporting, and audit-ready records. The software’s user-friendly interface allows law firms to manage trust accounts accurately, reducing the risk of errors and ensuring that all financial transactions are compliant. TrustBooks is an essential tool for legal professionals looking to streamline trust accounting and ensure compliance with legal requirements.

  • No, TrustBooks does not offer a free version.

  • Yes, TrustBooks offers a free trial.

  • No, Credit Card details are not required for the TrustBooks trial.

  • TrustBooks offers the following pricing plans & packages:

    Tier One

    $49 Per Month

  • TrustBooks supports the following payment frequencies:

    • Monthly Subscription

  • No, TrustBooks does not offer an API.

  • TrustBooks offers support with the following options:
    • Email , Chat , FAQs/Forum

  • TrustBooks offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • TrustBooks supports the following languages:
    • English

  • Following are the typical users of the TrustBooks:
    • Self-Employed , Small-Business , Midsize-Business

  • TrustBooks supports the following deployment:
    • Cloud Hosted

  • TrustBooks supports the following devices and operating systems:
    • Web-Based

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