| Easy Data Management | TrustBooks® | QuickBooks® | Excel |
| Record trust activity | |||
| Print checks | |||
| Automatically update client ledgers | |||
| Easy navigation from Dashboard page | |||
| State Bar Compliance | |||
| Designed exclusively for a lawyer’s trust account | |||
| Protection against overdrawing a client’s balance | |||
| Automatically generated three-way trust reconciliation | |||
| Software updates based on new State Bar requirements | |||
| One Click Reporting | |||
| Client ledgers | |||
| Trust ledger | |||
| Detailed reconciliation | |||
| Three-way reconciliation | |||
| Worry Free Reconciliations | |||
| Simple reconciliation process | |||
| Auto-generated Three-Way Trust Reconciliation | |||
| Trust account reviewed by a TrustBooks' Certified Accountant for any discrepancies | |||
| Reconciliation completed by a TrustBooks' Certified Accountant | |||
| Reconciliation reviewed by a Certified Public Accountant ('CPA') | |||
TrustBooks has been wildly successful in designing an intuitive product. This is soooo much better than trying to balance my trust account in QuickBooks!
