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Clio vs TrustBooks: Which is best for you?
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Features
- Built-in platform features (e.g. practice management, document management, invoicing), third-party integrations (e.g. Microsoft Outlook & OneDrive, QuickBooks)
- Beware that if you’re not happy with their service and you’ve paid for a yearly subscription, they will say they will "check refund eligibility" and just cancel your account and not refund you without advising you.
- 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.
- 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firm has been around for over 45 years so bookkeeping and reconciliation of trust books were quite set in stone though out of date and painfully inefficient.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.
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Recommendations
