All TrustBooks Reviews
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TrustBooks Reviews
Reviews Summary
Overall Rating
5.0Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.9
Customer Support
5
Value for money
4.9
Functionality
4.9
Pros
"We can tell most anytime exactly the client's balance - between the entries - and we have the ability to tell this to the client when need be. And it syncs with our credit card software, which again is comforting. "
"I like that I learned so much about accounting when I began using this software."
"It would be great for the system to also implement an accounting component so we could review how much money was earned for a specific client and or a component that added the transfers from Trust up."
Cons
"Our law firm has been around for over 45 years so bookkeeping and reconciliation of trust books were quite set in stone though out of date and painfully inefficient. Plus, we believe in having an independent third party service provider to check our reconciliation and it was expensive and not timely. "
"TrustBooks can sync with Clio, but it does not sync with the case management software that I use in my practice."
"Trust accounting is probably in the top three worst tasks of owning a law practice, and TrustBooks takes as much of the sting out of it as possible."
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