TrustBooks

TrustBooks

Designed specifically for legal professionals, this innovative software streamlines trust accounting, transforming a once arduous task into a straightforward process. By automating reconciliations and maintaining compliance with state bar requirements, it allows attorneys to focus on client needs rather than administrative burdens, making it indispensable for modern law practices.

Top TrustBooks Alternatives

1

Trust Accountant Cloud

Trust Accountant Cloud™ offers a modern, user-friendly interface that transforms the award-winning desktop solution into a cloud-based platform.

By: Delta Data From United States
2

AdvantageLaw

Since 1981, this innovative solution has transformed law firm operations with affordable, cutting-edge legal software.

By: Advantage Law Software From United States
3

TNET BackOffice

TNET BackOffice offers robust partnership accounting through a unitized valuation method, adeptly managing nested partnerships and facilitating the consolidation of multiple broker accounts and assets.

By: HWA International From United States
4

MAUI

MAUI is an intuitive trust accounting platform designed to enhance efficiency for trust professionals.

By: Infovisa From United States
5

TotalTrust

This accounting software is tailored for attorneys, accountants, fiduciaries, and others serving estate, trust, and guardianship clients.

By: Exhibit One Software From United States
6

ONESOURCE Trust Tax

ONESOURCE Trust Tax streamlines the fiduciary tax process, automating the preparation of returns and information reporting, including 1041s and 1099s.

By: Thomson Reuters From United States
7

InnoTrust

It features seamless third-party integration, full tax reporting, portfolio management tools, and multi-currency capabilities...

By: Innovest Systems From United States
8

The Plaintiff

With over 25 years of expertise, it combines robust functionality with exceptional support, ensuring legal...

By: Data Development From United States
9

Trust Accountant

It offers customizable reporting, cash sweep features, dual authentication, and encrypted sessions...

By: Delta Data From United States
10

Pacer

It streamlines the management of securities, transactions, and cash flows, while offering real-time data access...

By: SS&C Technologies From United States
11

TrustNet

With an array of customizable add-on modules, businesses can tailor functionalities to their evolving needs...

By: HWA International From United States
12

Trustpak

With features like automated supplier bill management, easy-to-read owner booking reports, and seamless integration with...

By: InfoBiz Solutions From Australia
13

Brief Accounting

With modules for Billing, Trust Accounting, and Office Accounting, it ensures seamless integration to minimize...

By: Brief Legal Software From Canada
14

TrustEasy

By integrating seamlessly with Salesforce and Xero, it simplifies compliance with TPB and ATO requirements...

By: TrustEasy is a trust accounting solution for Australian Tax Agents From Australia
15

BHL Insight

Accessible across desktop, mobile, and tablet platforms, it empowers legal professionals with features like matter...

By: BHL Software From Australia

Top TrustBooks Features

  • User-friendly interface
  • Compliance with State Bar
  • Automatic three-way reconciliations
  • Easy fund transfers
  • Integrated legal software
  • Risk-free 14-day trial
  • Expert accounting support
  • Simplified trust accounting workflows
  • Real-time client ledger updates
  • Avoids negative client balances
  • Quick setup without credit card
  • Effortless bank reconciliation
  • Accessible support via email
  • Time-saving legal integrations
  • Customizable for solo practices
  • Detailed transaction tracking
  • Secure data management
  • Cost-effective pricing structure
  • Comprehensive onboarding assistance
  • Tailored for attorneys' needs