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TrustBooks

Cloud trust and firm accounting software for small law firms, built around state bar trust rules

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  • Founded 2014
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About TrustBooks

TrustBooks is online accounting software for legal practices holding client funds in trust. The product centres on the records state bars expect for client trust accounts, such as client ledgers, three-way reconciliations and compliance reports, and a wider tier also covers the firm's own books. It is designed so lawyers with no accounting training can work with it.

What TrustBooks offers

  • Trust accounting — client-level ledgers, reconciliations and one-click compliance reports.
  • Firm and trust accounting — adds firm financial records and legal-specific reports.
  • Bank reconciliation service — the TrustBooks team reconciles one bank account for the firm and fixes issues it finds.
  • Integrations — links with Clio, PracticePanther and LawPay, plus direct bank feeds.

Who it works with

Solo and small-firm lawyers; testimonials on its site come from firms such as Wentz Law, Bezner Law and Robert Heron Law.

Key facts

  • Based in: Raleigh, North Carolina, United States
  • Focus: Trust account compliance with state bar rules
  • Plans: Three tiers, from trust-only software to a managed reconciliation service

Profile written by TrustList from the business's own published information, Sep 2026.

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