About TrustBooks

TrustBooks meets the needs of my growing solo practice Where everyone else offers bulky, bloated, and overpriced products, Trustbooks is sleek, efficient, and reasonably priced

Confidently manage your trust account to meet state bar rules

Meet state bar requirements effortlessly with steps that make it easy for you to stay compliant. Always know your client balances and never bring a client balance into the negative!

I no longer dread doing reconciliations

Trustbooks has completely changed my view on trust accounting for my firm It takes into account all of the trust accounting requirements of the State Bar and helps make sure you comply with them Trustbooks has simplified the trust accounting for my firm and I no longer dread doing reconciliations or an audit from the State Bar

Save time with a tool designed specifically for legal accounting

Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm.

Simplified what was an incredibly complicated, frustrating, and time-consuming part of my practice

Trustbooks has helped simplify what was an incredibly complicated, frustrating, and time-consuming part of my practice I was trying to keep track of so many different binders, sheets of paper, excel spreadsheets, and bank receipts; it was a nightmare

Ready to see how TrustBooks can solve your firm's accounting headaches?

Your Complete Accounting Solution

Get started today with a 14 day, risk-free trial!

Always Maintain Client Ledgers 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 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 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