Name: TrustBooks
Price: 49 USD
Author: TrustBooks

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Flowchart

Development

Higher Education

Education

Association Management

Business Intelligence (BI)

Collaboration

Data Extraction

Embedded Business Intelligence (BI)

File Sync

Risk Management

Streaming Analytics

Visual Collaboration

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Loan Origination

Payment Gateway

Payment Orchestration

Finance and Accounting

Applicant Tracking

Background Check

Contractor Management

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Compliance

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

C/C++ Integrated Development Environments

Cloud Storage

Container Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Incident Response

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Performance Monitoring

Relational Database Management Systems

Remote Monitoring and Management

Tower Servers

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Email Marketing

Event Registration

Heatmap and Session Recording

Landing Page

Marketing Automation

Personalization Engines

Public Relations (PR)

Retail Media Advertising

SMS Marketing

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Sales Pipeline

Sales

Antivirus

Security

Automotive

Forestry

Vertical-Specific

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### Trust Accounting Compliance
Users consistently highlight TrustBooks' trust accounting compliance capabilities as a standout feature, emphasizing its ease of use and ability to streamline the reconciliation process. The software's tailored approach to ensuring adherence to state bar regulations garners praise for its effectiveness in preventing errors and simplifying trust accounting tasks. Reviewers appreciate the clarity and accuracy of the compliance reports generated by TrustBooks, underscoring its value in maintaining trust account integrity.

### Financial Reconciliation
Users consistently highlight TrustBooks' financial reconciliation capabilities as a standout feature, emphasizing its ease of use and efficiency in maintaining accurate trust records. The platform's ability to streamline the reconciliation process, ensuring compliance with state bar regulations, has garnered widespread praise among legal professionals. TrustBooks' focus on simplifying three-way reconciliations and providing clear, compliant reports has been particularly well-received, with users noting significant time savings and enhanced accuracy in managing trust accounts.

### Legal Firm Accounting
Reviewers consistently highlight TrustBooks as a reliable solution for legal firm accounting, emphasizing its accuracy and compliance with Bar rules. Users appreciate the software's simplicity, tailored specifically for legal accounting needs, which helps prevent errors and ensures smooth reconciliation processes. TrustBooks stands out for its user-friendly interface, making it accessible even to individuals without an accounting background entrusted with trust accounting duties.

### Client Management
Users generally find TrustBooks's client management capabilities to be efficient and user-friendly, with some minor areas for improvement noted in the reviews provided. The platform's ability to streamline trust accounting processes and provide detailed trust ledger information to clients has been highlighted as a significant benefit. However, some users have expressed challenges in terms of file organization and navigation within the system, suggesting room for enhancement in user experience. Despite these minor drawbacks, TrustBooks appears to offer valuable features that contribute to effective client management for legal professionals.

### User Experience and Support
Users consistently praise TrustBooks for its intuitive user interface and the accessibility of its customer support team. The majority of reviewers highlight the software's user-friendly nature, making it easy to navigate and utilize on a daily basis. Additionally, the prompt and helpful responses from the support team have been a significant factor in users' positive experiences with TrustBooks. While some users have mentioned minor issues that required adjustments or support, overall, TrustBooks seems to have garnered a reputation for providing a smooth user experience coupled with reliable support services.

### Learning and Adaptation
Users generally find TrustBooks to be user-friendly and intuitive, making the learning curve manageable. The availability of customer support has been highlighted as a significant factor in aiding users in learning the software efficiently. While some users mention a slight delay in email-based tech support, overall, users appreciate the straightforward nature of TrustBooks, which simplifies the process of organizing attorney trust accounts. The software's practicality and ease of use contribute to users finding it quick and painless to keep trust account ledgers up-to-date. Despite some initial learning moments, users express confidence in their ability to navigate the software effectively in the future.

Easy to Use and Straightforward: Reviewers have found TrustBooks to be an easy-to-use software for organizing attorney trust accounts. Many users have described it as straightforward, similar to balancing a checkbook. 

Efficient Reconciliation Feature: Several reviewers have appreciated the easy-to-use reconciliation feature of TrustBooks. They mention that it allows them to reconcile with their bank statement in minutes and upload statements for easy reference.

Excellent Customer Service: Users highly praise the customer service provided by TrustBooks. They appreciate the support they received from the team, mentioning that they were always happy to help and responded quickly, even outside regular hours.

1. Lack of Beginner-Friendly Features: Some users have found TrustBooks to be advanced and not particularly beginner-friendly, especially for those who have no prior experience with bookkeeping. 

2. Issues with Printing Checks: One user mentioned experiencing problems with printing checks using the software. 

3. Limited Search Functions: Users have expressed a desire for more efficient search functions in TrustBooks, such as being able to search by client last name when entering a deposit or using the LawPay import feature.

TrustBooks is a software that has become indispensable for managing trust accounting for law firms. Users highly recommend TrustBooks as the best platform for trust accounting, with its easy and compliant monthly reconciliations. The software simplifies the tracking of client funds, making it easier for users to manage their trust accounting on a daily basis. Many users praise TrustBooks for being a significant time and stress-saver, allowing them to confidently print trust ledgers for clients each month. Additionally, the software's monthly reconciliations are effortless, requiring only a review from users. TrustBooks provides peace of mind by ensuring trust account audits are no longer a source of fear.

One of the standout features of TrustBooks is its exceptional customer support. Users express gratitude for finding a product that they can understand and rely on, backed by a support team that is always accessible and user-friendly. The support team is praised for their quick and effective responses to questions or problems, keeping users consistently updated throughout their experience with the software. This level of customer support not only enhances the user experience but also instills confidence in the reliability of TrustBooks.

Another key use case of TrustBooks is its ability to seamlessly transition law firms from outdated and inefficient bookkeeping practices to a more streamlined and cost-effective solution. Users share positive experiences where TrustBooks' setup process was straightforward, leading to consistent reliability since day one. Additionally, the software's top-notch performance, promptness, and clarity in all aspects contribute to a satisfied user base.

TrustBooks has also been recommended by users to their law firm clients who have found it excellent and indispensable in managing trust accounting. The software's ease of use and reliable customer support allow users to confidently recommend it to their clients, resulting in overall positive experiences.

In summary, TrustBooks addresses the needs of law firms seeking an easy-to-use and compliant solution for trust accounting. With features such as effortless monthly reconciliations, simplified fund tracking, and exceptional customer support, TrustBooks has proven to be a valuable tool in saving time and reducing stress for its users.

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TrustBooks

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.