Was ist TrustBooks?
Buchhaltungssoftware für Anwaltskanzleien.
* Einfach zu bedienen und exklusiv für Anwaltskanzleien entwickelt
* Alle Aktivitäten auf Kundenebene verfolgbar
* Konform mit einfacher Treuhandbuchhaltung
Wer verwendet TrustBooks?
Kleine Anwaltskanzleien und Einzelanwälte
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Bewertungen über TrustBooks
Never worry about your trust account ever again
Kommentare: Excellent. I recommend it to every attorney I know. The Team plan is worth every cent because they perform your monthly reconciliations for you and email you when they're done and ready for your review. All you have to do is review and sign and you're done. They also email you reminders when a client's ledger goes to $0 so you can send that to the client. If you use Trustbooks, you will never fear getting your trust account audited ever again.
I love the team plan where Trustbooks performs my monthly reconciliations for me and I just review and sign off on them. It is worth every penny and the peace of mind it gives me is priceless.
Nothing. It's extremely stream-lined and user-friendly and they're constantly adding new features.
Great software for busy attorneys!
Kommentare: As I said above, the software is a huge time-saver and stress-saver. I know my trust accounting is done correctly and it's easy to print trust ledgers for clients each month. The customer service is also top-notch - if I have a question or a problem, it is quickly addressed and fixed. No complaints!
TrustBooks makes my trust accounting so easy. I can reconcile my accounts in just a few minutes, I know my trust accounts are always in balance and never overdrawn. Basically, it saves me from mistakes I might have made otherwise. Makes my life much easier to not have to worry about trust accounting errors!
The integration with Clio is a little clunky, but I haven't tried to use it recently so it may have been improved since it was first released.
In Betracht gezogene Alternativen:
I think TrustBooks is definitely worth the money, especially for people who handle their own books.
Kommentare: So far so good. I have gotten assistance from customer support and they are more than willing to assist you through the process.
I like that I learned so much about accounting when I began using this software. I didnt really know where to begin but I certainly found out after using the guides as I started to manually input numbers and continued the steps.
I think the software is pretty advanced and may not be "beginner-friendly" for those who have no clue about keeping track of the books. Nonetheless, if you do basic research, you can figure everything out.
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TrustBooks for a small practice
Kommentare: Could NOT get by without it. Honestly the easiest program I've ever used.
Easy to use. Very clear. I was up and running on the day I purchased the software. Reconciliations are a breeze. Have not had much need for customer support- maybe three times in a 4 years. Has been fast, friendly, and effective each time.
It automatically logs off after being idle for a certain period, (for security purposes) so I have to login in often.
Game Changer! Easiest Business Decision Ever!
Kommentare: Superb experience. 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. We were often behind on our reconciliation requirements which means trouble! Trustbook did a great job of switching us over without any delay. The monthly cost for Trustbook is a bargain for what we were paying the CPA to check behind us! I wish that we switched over to Trustbook years ago! That is my only regret!
Easy to learn and easier to use! Very practical and simplistic in terms of input and updating. Takes just a few minutes per day to keep the trust account ledgers up-to-date and end of month reconciliation by Trustbook staff is quick and painless! I like everything about this web-based program.
My other business software provides me with telephonic tech support so I get quick real-time problem shooting and feedback. Trustbook is email based tech support and replies are always helpful but not as immediate as I would like. I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine too much else to learn hereafter.