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Last Updated: November 30th, 2023



Tier 1


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


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


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

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