Your Complete Accounting Solution
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TIER ONE
Trust Accounting
- State Bar Compliance
- One-Click Reporting
- Worry-Free Reconciliations
- Always Maintain Client Ledgers
$49per month
TIER TWO
Firm & Trust Accounting
Access to everything in Tier One, plus…
- Record all activity for your firm financials
- Generate legal specific financial reports
- Track activity by client
- Manage all accounting needs in one software
$69per month
TIER THREE
Bank Reconciliation Services
Access to everything in Tier Two plus…
- TrustBooks team completes your bank reconciliations for one bank account
- Fix any issues found during reconciliations
- Dedicated CPA overseeing your bank reconciliations
- Perfect for attorneys wanting extra accounting support
$199*per month
*Up to 100 transactions per month. Over 100 transactions? Contact our team.
Needing more hands-on accounting support? We have a team of legal accounting experts
ready to help you with your bookkeeping, onboarding, or trust reconciliation projects.
The leader in legal accounting software
See what our Customers are saying...
TrustBooks has simplified the intricacies of trust accounting such that I can focus more on my client’s needs and less on law firm administration. The software is extremely user-friendly and accessible, and support is just an email or phone call away. As a litigator and manager of a busy divorce practice, I cannot imagine practicing law without such a brilliantly executed piece of software.
P. Tyler Summers
Summers Family Law
Ready to see how TrustBooks can solve your firm's accounting headaches?
Trust Accounting with |
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State Bar Compliance |
TIER ONE | TIER TWO | TIER THREE |
| Always maintain client ledgers |  |
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| Auto-generated Three-Way Trust Reconciliation | |
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| Protection against overdrawing a client’s balance | |
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| Manage unlimited trust bank account | |
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| One-click reporting for clients and trust ledgers | |
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Easy Data Management |
TIER ONE | TIER TWO | TIER THREE |
| Easy navigation from Dashboard page | |
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| Workflows that follow your law firm | |
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| No complex accounting to learn - design for law firms | |
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| Track activity on a client by client level | |
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| Print checks directly from your account | |
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Integrations |
TIER ONE | TIER TWO | TIER THREE |
| Integrates with your bank account | |
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| Integrates with LawPay | |
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| Integrates with Clio | |
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Best-in-Class Security |
TIER ONE | TIER TWO | TIER THREE |
| Automatic secure daily backups | |
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| 256 bit SSL security encryption | |
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| Data stored in secure Amazon Web Services data centers | |
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Firm Accounting |
TIER ONE | TIER TWO | TIER THREE |
| Manage all activity for your firm's operating accounting | |
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| Generate firm financials like balance sheets and profit & loss reports | |
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| Run reports needed for taxes | |
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| Track all funds received or paid at the client level | |
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Premium Features |
TIER ONE | TIER TWO | TIER THREE |
| Optional: Add users with specific user roles (per user per month) | $10 | $10 | UNLIMITED |
| Optional: Onboarding completed by TrustBooks’ Certified Accountant (one time fee) | $99-$199 | $99-$199 | $99-$199 |
| Reconciliation(s) completed by TrustBooks Certified Accountant | |
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| Trust account reviewed by a TrustBooks Certified Accountant for any discrepancies | |
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| Reconciliation(s) reviewed by a Certified Public Accountant (CPA) | |
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| Dedicated Certified Public Accountant (CPA) overseeing your account | |
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| Start 14 Day Free Trial |
Start 14 Day Free Trial |
Start 14 Day Free Trial |
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