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.

2

AdvantageLaw

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

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.

4

MAUI

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

5

TotalTrust

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

6

ONESOURCE Trust Tax

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

7

InnoTrust

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

8

The Plaintiff

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

9

Trust Accountant

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

10

Pacer

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

11

TrustNet

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

12

Trustpak

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

13

Brief Accounting

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

14

TrustEasy

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

15

BHL Insight

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

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