TrustBooks
The main product is a cloud-based accounting software specifically designed for law firms, which simplifies trust accounting and ensures compliance with state bar regulations through intuitive workflows and automated reconciliation processes. It also supports integrations with various legal technologies to improve overall accounting efficiency.
- Industry: Invoice / Collections, eBilling
- Location: Raleigh, North Carolina, United States
- Founded: 2014-01-01
- Website: https://trustbooks.com
Product & Features
- Automatically generates three-way reconciliations to maintain state bar compliance.
- Manages both trust and operating accounts, including seamless fund transfers.
- Automatically maintains client ledgers for all trust and operating account activity.
- Includes built-in controls to prevent negative client balances and ensure state bar compliance.
- Provides intuitive workflows for non-accountants to easily record all accounting activity.
- Integrates with online banking and legal software to prevent duplicate data entry.
- Offers client-level snapshots for instant insight into trust and operating account activity.
Notable Customers
- WFH Law
- Kincaid and Associates
- Tarlton Law, PLLC
- Gragg Law Firm
- Wentz Law Firm
- Law Firm of Abigail E. Peoples, PLLC
- Sherrill & Cameron, PLLC
- Wentz Law, PLLC
- Triangle Smart Divorce
- Bezner Law
- Summers Family Law
- Law Office of Andrew Cowan
- Knott & Boyle, PLLC
- Danilson Law, PLC
- Watkins Law Firm
- Bull City Lawyer
- Frontera Tech
- Robert Heron Law, P. C.
- P. Tyler Summers
Integration partners
Similar Companies
- Accounting Firm Success
- Acuity Management Inc.
- Advantage Law Software
- AffiniPay
- Ajax
- AltFee Solutions
Frequently Asked Questions
What is TrustBooks?
The main product is a cloud-based accounting software specifically designed for law firms, which simplifies trust accounting and ensures compliance with state bar regulations through intuitive workflows and automated reconciliation processes. It also supports integrations with various legal…
What does TrustBooks do?
Automatically generates three-way reconciliations to maintain state bar compliance. Manages both trust and operating accounts, including seamless fund transfers. Automatically maintains client ledgers for all trust and operating account activity.
Who are TrustBooks's customers?
TrustBooks's customers include WFH Law, Kincaid and Associates, Tarlton Law, PLLC, Gragg Law Firm, Wentz Law Firm, Law Firm of Abigail E. Peoples, PLLC.
What category does TrustBooks fall under?
TrustBooks is a legal technology company in the Invoice / Collections, eBilling category.
Where is TrustBooks based?
TrustBooks is based in Raleigh, North Carolina, United States.
When was TrustBooks founded?
TrustBooks was founded in 2014.