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.

My overall experience has been very positive.

As an attorney, I am required to perform three-way reconciliations for my client accounts every month. Trustbooks has greatly decreased the time I spend on doing this task. I also like that it integrates well with Clio.

Nothing. Trustbooks works well. I have no complaints.

A must for trust accounting.

Full featured and constantly improving.

Integrations can be a bit quirky and UI inefficient at times.

Product is very easy to use. As a solo practitioner this software makes my life so much easier. The reconciliation process is done in a matter of minutes. The amount of time I’ve saved is priceless.

No changes to features at this time Na

Wonderful. Ease of use, check printing, reconciling, etc.

Very easy to use. Only the necessary components and no unnecessary extras. Syncs with our client database well.

Only down side is it takes at least 24 hours for transactions to sync from Clio

That I can write checks from where ever I am-either working remotely, or at the office. Deposits are easy to make, adjustments or corrections relatively easy to make. Reconciliation is compliant the NC Bar Association. Both the attorney and I can be in the software at the same time. It's pretty user friendly.

I cannot edit more than one check in on matter. I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go forward and can really mess things up if you aren't careful. It's just annoying.

I feel confident with Trustbooks. Trust accounting is of the utmost important in the practice of law. The ability of this product to oversee each entry as you input it is invaluable in the accuracy of our Trust accounting.

The entire Trustbooks system is so user friendly, that it is a pleasure to use every day. This application makes it virtually impossible to make an error in your trust accounting. We couldn't be more pleased with Trustbooks!

We couldn't be more pleased with Trustbooks!

Best Trust Accounting Software!!! Makes keeping track of funds and reconciling super easy.

There is no general checking account option. I want to use this program instead of QuickBooks.

Our office is very pleased. Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the administrative tasks.

TrustBooks has really streamlined our accounting process. What used to take hours a month now takes minutes. Reconciliations are now something to look forward to as it comes out perfect every time.

The only lacking feature was how to handle bounced deposit checks. We obviously did not want to delete the entry, but it has to be accounted for when a check we deposit fails to clear. The workaround was to create a fictitious payee called "bounced check".

Trustbooks is simple to use and effective at helping manage the Trust account at our firm. It has simplified the trust accounting process and it is hard to imagine maintaining the trust account without Trustbooks.

Trustbooks was easy to integrate and easy to set up the old accounts.

Tom and his team are always responsive if I have a question or make a mistake and need help.

Prior to finding Trustbooks, I was spending 4-6 hours per month to perform my required monthly trust account reconciliations. With trustbooks, I now spend 4-6 minutes per month!

I would love to see a regular accounting module added. The creators of Trustbooks understand what a lawyer needs from accounting and builds their tools to serve that need specifically.

This software has enough functionality to allow us to remain compliant with the Florida Bar ethics rules surrounding trust accounting.

It does not integrate with Practice Panther, but I understand that may be coming shortly.

Makes reconciling the trust account monthly and quarterly a breeze.

Easy to use. Specifically designed for North Carolina's requirements.

Nothing at all is to dislike about this product.

Perfect!

Ease of use and TrustBooks assistance in transferring all of our trust accounts to the system for a seamless change from traditional Quick Books. Real time saver and very easy to use.

Nothing it has been all we could ask for and more

Trust books is extremely easy to use. Well organized, comprehensive for our needs.

The search feature is clunky. Not often used.

This software is extremely user-friendly, and has been able to meet and/or exceed every need of our firm.

There are a few minor tweaks that I would like to see, mainly just with the defaults that are in place. For example, we have multiple trust accounts, and when I go to view the various matters that we have within all of those accounts, it automatically defaults to an account that is not used as regularly as some of the other ones.

Very good, well worth the money.

Reduces significantly the chance of error and automates much of the administrative requirements, while simple to use.

Really not much to dislike. While correcting a user error can be difficult, their customer support can really help.

I use Trustbooks to manage all trust accounting and I love the ease and simplicity of working with them, then they report to the State Bar on my behalf. Customer support is responsive and helpful.

This software is easy to use and integrates smoothly with my billing software.

At first the software was not intuitive to me, but I've gotten the hang of using the software and now it works seamlessly. Customer support is very responsive and helpful, so that it's easy to get help anytime I have a question.

Trustbooks provides basic attorney trust account record keeping. There is room to grow, but the primary benefit is basic record keeping.

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.

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.

Very positive.

It's user friendly and helps us to be compliant with Trust account rules and regulations. Quick and friendly response for support.

Would like to see a feature where I can see in the transaction listing if the transaction has cleared the bank after reconciliation.

this program is very easy to use, it is manageable by the user, it is very accessible and successful in its dedication to the escrow accounts

Allows you to see the balance of the trust accounting of your clients in real time. Verified through a conciliation. to then give a report that provides reliability.

This system should expand its tools and make an innovation in the design and its program. I recommend to part of the trust accounting, make old calculations or social benefits.