Pricing
Tier 1
49
Per Month
Trust Accounting
- Record activity for your trust acccount
- Generate three-way reconciliations
- Import transactions from LawPay, Clio, or Online Banking
- Maintain and report on client ledgers
- Generate legal specific firm reports
Tier 2 - Trust Accounting and Operating Accounting
$69
Per Month
- Includes all Tier #1 trust accounting features. In addition:
- Record activity for trust and operating acccounts
- Generate firm financials such as P&Ls and Balance Sheets
- Track operating account expenses by client
- Run reports for 1099s
Bank Reconciliation Services
$149
Per Month
- Includes all features from Tier #1 and Tier #2. In addition:
- TrustBooks team completes your bank reconciliations for your trust account
- Our team identifies any issues found during reconciliations
- Dedicated CPA overseeing your bank reconciliations
- VIP priority support
Product Snapshot
Parent Company
TrustBooks
Year Founded
2015
Social Media
How it Works Demo
See TrustBooks in Action
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