TrustBooks is a cloud-based accounting software designed exclusively for law firms. Launched in 2015, the software has supported thousands of law firms to simplify the accounting process by eliminating the overwhelming and time-consuming process of traditional legal accounting. The user-friendly platform empowers law firms to confidently manage their trust accounts with features such as intuitive workflows, automatic Three-Way Reconciliations to maintain state bar compliance and monitor activity at the client level to gain better insight into transactions and balances. TrustBooks is a part of Paradigm, which offers a suite of legal software solutions that help lawyers manage, automate and grow their firms.
"I never thought we’d get audited when I opened Bull City Lawyer in 2016, but on the advice of a veteran lawyer, I got Trustbooks anyway. In 2019 the audit notice came, and though I was nervous I was also ready. We’d had our Trustbooks subscription for three years, and the ease of use is hard to oversell. With just a few clicks every couple of months we kept our accounts perfectly balanced and all of our money accounted for. The short story is that we scored a perfect on our audit in August, and were told we were one of a few North Carolina firms each round of audits to do that. We felt accomplished, but the reality is that we just logged into Trustbooks.com before our audit, printed off all the reports, labeled them, put them in a folder along with our bank account statements, and boom, perfect score. It’s also the easiest subscription cost I pay every month as a result. We may ultimately ditch our IOLTA account (oh how I wish!) but until then, Trustbooks is a no brainer for any size firm in North Carolina."
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