TrustBooks

TrustBooks

da TrustBooks

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

TrustBooks

https://www.trustbooks.com

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.

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Preço inicial

25,00 US$/mês

Versão gratuita

Não

Teste Grátis

Sim

Implantação

Nuvem, SaaS, web

Formação

Pessoalmente

Ao vivo online

Webinars

Documentos

Assistência

Horário comercial

Online

Recursos do TrustBooks

Software de Contabilidade Fiduciária
Acompanhamento de atividades
Administração de impostos
Contabilidade de exercício
Cálculo e validação de tarifas
Depoimentos do cliente
Gestão de conformidade
Gestão de recibos
Informação de perdas e ganhos de recursos
Preenchimento de cheques
Validação cruzada do livro razão

TrustBooks - Avaliações

Exibindo 5 de 6 avaliações

Geral
4.3/5
Praticidade
4.2/5
Atendimento ao cliente
4.3/5
Recursos
4/5
Relação qualidade/preço
4.2/5

Great Trust Accounting Platform with Room to Grow

Avaliado em 10/07/2018
Stephen S.
Principal Attorney
Escritório de advocacia
Usou o software para: 6 a 12 meses
Fonte da avaliação 
5/5
Geral
5/5
Praticidade
4/5
Recursos e funcionalidades
5/5
Atendimento ao cliente
4/5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

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.

This software is perfect with the trust accounting application, it provides confidence. Excellent

Avaliado em 01/05/2018
Daniel jose C.
DIRECTOR
Usou o software para: Mais de um ano
Fonte da avaliação 
5/5
Geral
5/5
Praticidade
5/5
Recursos e funcionalidades
5/5
Atendimento ao cliente
5/5
Relação qualidade/preço

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.

TrustBooks does everything my law firm needs for Trust Accounting. Love it!

Avaliado em 08/06/2017
John B.
Lawyer
Escritório de advocacia, 2-10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação 
5/5
Geral
5/5
Praticidade
5/5
Recursos e funcionalidades
5/5
Atendimento ao cliente
5/5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

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.

Not a solution for insurance agencies

Avaliado em 02/02/2020
Jerry J.
Principal
Seguros, 13-50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação 
1/5
Geral
1/5
Praticidade
1/5
Recursos e funcionalidades
1/5
Atendimento ao cliente
1/5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

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 ).

Trustbooks has made dealing with our trust account so much easier!

Avaliado em 18/09/2017
Sarah B.
Office Manager
Serviços jurídicos, 2-10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação 
5/5
Geral
4/5
Praticidade
4/5
Recursos e funcionalidades
5/5
Atendimento ao cliente
5/5
Relação qualidade/preço
Probabilidade de recomendação:
Pouco provável Muito provável

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.