No problems whatsoever and I highly recommend this software

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.

Everything is terrific. No problems whatsoever.

TrustBooks has saved us HOURS of staff time every month. Our books are up to date at all times. It also nearly eliminates the chance of overdrawing your trust account.

We previously used Excel Spreadsheets to keep our trust account. We had to manually type out our checks, then add them to the Excel sheet at the end of the month. With TrustBooks we print our checks right from the system, which means our books are always up to date. As long as you print your checks from Trust Books, there is NO WAY you can overdraft your trust account. TrustBooks saves us a tremendous amount of time and money. It is really the best subscription we have.

There are some changes I would like to see to the program. 1. The ability to change the layout of your checks. (we wanted TrustBooks to print "VOID AFTER 90 DAYS" on our checks and we can't. Also, we prefer the check in the middle style, and you can only use the check on the top style. Plus if you get checks from a place like WalMart, the alignment is a little wanky and you can't manually change it. 2. I wish maneuvering in the system was a little easier. If I look at an account ledger and open an item in that ledger, when I close the item, it does not take me right back to the ledger. Finally, I wish I could do batch entries, so perhaps 10 checks without having to switch screens between checks. Over all though, these items are NOT deal breakers, only ways that they could improve their product.

This program has assisted me in keeping trust account records in compliance with State Bar Rules.

The program is easy to use and create reports..

General Ledger report difficult to upload for copying.

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.

We switched from QuickBooks to TrustBooks and the transition was simple and easy.

I wish there was a way to print a report for active and inactive ledgers in one report.

My experience with Trustbooks has been positive. Technical support was very helpful in setting up my account and establishing the connection to Clio. Trustbooks is open to suggestions for improvement and works to ensure you are satisfied with the product.

Trustbooks integrates with Clio and has the ability to generate monthly and quarterly reports necessary for trust account compliance.

Trustbooks could expand the selection of check printing templates, and occasionally there is a lag when syncing with Clio.