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TrustBooks
Cos'è TrustBooks?
Software di contabilità legale per studi legali.
* Facile da usare e realizzato esclusivamente per gli studi legali.
* Tiene traccia di tutte le attività a livello del singolo cliente.
* Mantiene la conformità con la semplice contabilità fiduciaria.
Chi utilizza TrustBooks?
Piccoli studi legali e avvocati indipendenti
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TrustBooks
Recensioni su TrustBooks

Great Trust Accounting Platform with Room to Grow
Commenti: Trustbooks provides basic attorney trust account record keeping. There is room to grow, but the primary benefit is basic record keeping.
Aspetti positivi:
Trustbooks is basically the only real game in town when it comes to attorney trust account record keeping. It integrates with Clio and LawPay, which makes things easier. It performs all the basic functions necessary to maintain accurate attorney trust account records.
Aspetti negativi:
Trustbooks has room to grow. For starters, there is no abilities to upload bank account statements for e-storage upon reconciliation. There is no way to upload for e-storage scans of checks as required in some states. Reporting could be improved and expanded upon.
Trustbooks for Life!
Commenti: I use TrustBooks daily. Support answers my questions quickly and keep me updated. Reconcilations are a breeze...all I have to do is review them! TrustBooks really is the answer to my trust account prayers!
Aspetti positivi:
Trustbooks is so easy to use. You can't fail with this software. They have created it as the most user friendly, no-fail product. The TrustBooks support team transferred all my data over and got us set up without me lifting a finger. I can't say enough how much easier and stress-free my job is with TrustBooks.
Aspetti negativi:
There is not a downside to using TrustBooks.
Alternative considerate:
Best Trust Account Software
Commenti: The staff is always accessible to answer your questions and the software is very user friendly.
Aspetti positivi:
This is easy to use and the features are targeted to just Trust Accounting unlike other software that is not specifically made for Trust Account. It makes it easy to comply with the bar rules for reconciliation.
Aspetti negativi:
Nothing, the product is user friendly and have great staff.
WOW!
Commenti: No problems whatsoever and I highly recommend this software
Aspetti positivi:
As an independent accounting firm, I handle the Trust accounts for two law firms. Prior to finding Trustbooks I was using a substantially more expensive package that had fewer features and wasn't nearly as user friendly. Navigating within the program is very easy and the support I got in the initial set-up was amazing. I emailed for help and got a phone call within 15 minutes on a Saturday!!! My attorney clients are very pleased with the reports generated and the 3-way reconciliation insures we stay in NC Bar compliance.
Aspetti negativi:
Everything is terrific. No problems whatsoever.
TrustBooks is a time saver.
Commenti: Reconciliations are a breeze and has cut my time down significantly. I really like the way it is set up to make sure you are in compliance with the N.C. State Bar Rules on trust accounting.
Aspetti positivi:
We switched from QuickBooks to TrustBooks and the transition was simple and easy.
Aspetti negativi:
I wish there was a way to print a report for active and inactive ledgers in one report.