TRUST ACCOUNTING, SIMPLIFIED

Simple and Intuitive• Track trust activity without having to know accounting.

Maintain Compliance• Meet State Bar requirements effortlessly with built-in features

and reporting.

Save Time• Spend your time practicing law, not doing trust accounting.

WHY TRUSTBOOKS?

Reporting from 2015 NC Bar Journal74% of disbarments were the result of trust mismanagement

#1 WAY TO GET DISBARRED

REGULATIONS ARE UNKNOWN

COMPETITORS’ SOFTWARE

Accounting Software• Complex• Designed for accountants• Lacks controls to meet State Bar

rules

Practice Management Software

• Not focused on trust accounting• Lacks trust reconciliation features• Expensive

Excel or Paper Ledger• Manual process• Very time consuming• Increased risk of human error

TRUST ACCOUNTING OPTIONS

TRUSTBOOKS

ANYONE WHO HATES ACCOUNTING

• Solo and Small Law Firms

• Insurance Industry

• Real Estate Industry

OUR FOCUS IS ON LEGAL

TARGET AUDIENCE

WHO IS USING TRUSTBOOKS?

TrustBooks saved my marriage!

WHAT OUR CUSTOMERS SAY

Pepe Le PewLe Pew Longhorn & Coyote , PLLC

Disappointed with QuickBooks and iBank.

Setting up TrustBooks was a breeze.

My staff and I found it incredibly intuitive and user-friendly.

WHAT OUR CUSTOMERS SAY

Bill CameronSherrill & Cameron, PLLC

Reconciliations are much easier!

Constantly improving to meet their clients’ needs

WHAT OUR CUSTOMERS SAY

Jenny BradleyCheshire Parker Schneider & Bryan

Easy for lawyers with little or no accounting background

Provides the busy lawyer a tool for maintaining compliance with trust accounting rules

WHAT OUR CUSTOMERS SAY

Joe AndersonCity of Oaks Law

TrustBooks - the LEADERS in Trust Accounting!

Chad Toddchad@trustbooks.comwww.trustbooks.com

TRUST ACCOUNTING, SIMPLIFIED