Quem usa TrustBooks?
Small law firms and solo attorneys
O que é TrustBooks?
Designed for small law firms, it is web-based software that helps manage, report and reconcile trust accounts.
TrustBooks - Informação
Fundada em 2014
TrustBooks - Preços
TrustBooks a partir de 25,00 US$/mês. TrustBooks não possui uma versão gratuita, mas oferece versão de teste grátis. Veja mais informações sobre preços do TrustBooks abaixo.
Recursos do TrustBooks
TrustBooks - Avaliações
Exibindo 5 de 6 avaliações
Avaliado em 10/07/2018
Great Trust Accounting Platform with Room to Grow
Comentários: Trustbooks provides basic attorney trust account record keeping. There is room to grow, but the primary benefit is basic record keeping.
Vantagens: 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.
Desvantagens: 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.
Avaliado em 01/05/2018
This software is perfect with the trust accounting application, it provides confidence. Excellent
Daniel jose C.
Comentários: 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
Vantagens: 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.
Desvantagens: 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.
Avaliado em 08/06/2017
TrustBooks does everything my law firm needs for Trust Accounting. Love it!
Comentários: Simplicity. Removes a ton of overhead work from my secretary... and myself.
Vantagens: It's simple! The learning curve is very quick and painless. I was up and running in under 20 minutes. The reporting is the best part. Rather than generating endless printouts in Excel, I simply push a button and the report prints. Brilliant!
Desvantagens: I personally would like to see more features that takes care of other business tasks that I have, but I understand that this is a "trust accounting" software.
Avaliado em 02/02/2020
Not a solution for insurance agencies
Comentários: the customer service was unable to help us create a viable solution for managing our financial transactions.
Vantagens: the ablitiy to key transactions was the only thing that was a pro with this service.
Desvantagens: total lack of functionality for my agency, we stopped using this product a year prior to notifying trustbooks of cancellation, unfortunately they set us up on auto renewal on our charge card and they will not refund the annual fee, ( this is telling of their inability to deliver customer satisfaction ).
Avaliado em 18/09/2017
Trustbooks has made dealing with our trust account so much easier!
Vantagens: The ease of use. It was very simple to learn how to use the software. Took only a short period of time to get it setup and get everything going!
Desvantagens: All of the archived accounts still appear when needing to print checks. Would be nicer if the archived accounts did not appear.