Tabs3 Software
Tabs3 provides integrated billing, accounting, and practice management software designed specifically to help law firms manage their matters, track time, and increase overall office productivity.
TrustBooks
TrustBooks is a specialized accounting software designed for law firms to maintain compliance with state bar requirements through automated three-way reconciliations and simplified trust account management.
Quick Comparison
| Feature | Tabs3 Software | TrustBooks |
|---|---|---|
| Website | tabs3.com | trustbooks.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $89/month | $79/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1979 | 2015 |
| Headquarters | Lincoln, USA | Charlotte, USA |
Overview
Tabs3 Software
Tabs3 Software is a comprehensive suite designed to handle the specific financial and operational needs of law firms. You can seamlessly integrate your time tracking and billing with a robust legal accounting system that handles trust accounts, accounts payable, and general ledger tasks. This eliminates the need for double-entry and ensures your financial records remain compliant with legal industry standards.
You can manage your entire practice from a single interface, tracking deadlines, documents, and contacts associated with every matter. The platform scales to support firms of all sizes, offering both on-premise and cloud-hosted deployment options. Whether you are a solo practitioner or a large multi-office firm, you can customize the workflow to match your specific practice areas and reporting requirements.
TrustBooks
TrustBooks provides a dedicated solution for managing your law firm's trust accounting without the complexity of general-purpose software. You can handle complex requirements like three-way reconciliations and individual client ledgers with just a few clicks. The platform focuses specifically on keeping you compliant with state bar rules, ensuring your records are always audit-ready and accurate.
You can easily track every dollar entering or leaving your trust accounts while maintaining a clear separation from your operating funds. Whether you are a solo practitioner or part of a growing firm, the software automates the tedious manual entries that often lead to accounting errors. It integrates directly with your existing legal tools to streamline your entire financial workflow.
Overview
Tabs3 Software Features
- Integrated Billing Create professional statements and track time easily with features like timers and easy-to-use batch billing tools.
- Legal Accounting Manage your firm's finances with built-in trust accounting, accounts payable, and general ledger modules designed for law firms.
- Matter Management Organize all your notes, emails, and documents by matter so you can find critical information in seconds.
- Calendar & Scheduling Track important court dates and deadlines across your entire firm to ensure you never miss a filing.
- Tabs3 Connect Access your client and matter information securely from any device with a web browser while you are away.
- Custom Reporting Generate detailed reports on firm productivity and realization rates to understand exactly where your revenue comes from.
TrustBooks Features
- Three-Way Reconciliation. Generate automated reports that reconcile your bank balance, book balance, and individual client ledgers instantly.
- State Bar Compliance. Maintain records that automatically adhere to your specific state bar's strict trust accounting and record-keeping rules.
- Individual Client Ledgers. Track every transaction at the client level so you always know exactly how much each person has on deposit.
- Bank Integration. Connect your bank accounts to import transactions directly, reducing manual data entry and preventing human error.
- Online Payments. Accept credit card and eCheck payments from clients directly into your trust or operating accounts.
- Conflict of Interest Checks. Perform quick searches across your entire database to identify potential conflicts before taking on new matters.
Pricing Comparison
Tabs3 Software Pricing
- Billing and time tracking
- Practice management tools
- Secure cloud hosting
- Automatic backups
- Maintenance and support included
- Mobile access via Tabs3 Connect
- Everything in Standard, plus:
- Hot backup capabilities
- Auto-launching of timers
- Enhanced report performance
- Exchange Connector for Outlook
- Advanced security settings
TrustBooks Pricing
- 1 Trust Account
- Unlimited users
- Three-way reconciliations
- State bar compliance reports
- Bank integration
- Email support
- Everything in Standard, plus:
- Unlimited Trust Accounts
- Operating account management
- Advanced reporting
- Priority support
- Custom chart of accounts
Pros & Cons
Tabs3 Software
Pros
- Exceptional reliability and data integrity for accounting
- Highly customizable billing templates and statements
- Seamless integration between billing and general ledger
- Excellent technical support and training resources
Cons
- Interface feels dated compared to modern web apps
- Steep learning curve for non-technical staff
- Initial setup and configuration can be complex
TrustBooks
Pros
- Simplifies complex three-way reconciliations significantly
- Excellent customer support tailored to legal needs
- Intuitive interface designed specifically for non-accountants
- Seamless integration with popular practice management tools
Cons
- Limited general business accounting features
- Higher price point than generic accounting tools
- Mobile experience is less robust than desktop