TriBalance

5.7easy start · #39of 41
in Trust Accounting Software

Free to practise onno
Free trialno
Well documentedyes
Runs where you workno

Runs on Web. Paid plans from $79/mo.

TriBalance is ranked #39 of 41 in trust accounting software on The Geeks Club. It runs on Web. There is no free plan. Paid plans start at $79/mo.

TriBalance plans and pricing

All plans

Solo $79/mo $79/month 1 trust account · 1 user · PDF + CSV export · private source retention tribalance.io · 1 Oct 2026

Firm $149/mo $149/month up to 3 trust accounts · up to 3 users · multi-matter management · bulk CSV export · priority email support · team audit log view tribalance.io · 1 Oct 2026

Practice $249/mo $249/month up to 10 trust accounts · unlimited users · state rule packs on release · early access to new features · dedicated support tribalance.io · 1 Oct 2026

Compared on trust accounting software

Free plan: No
Trust accounting: Yes
Matter-level billing: No
Client ledgers: Yes
Three-way reconciliation: Yes
Compliance reporting: Yes
Platform: web

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The record

Product: TriBalance is trust accounting software that prepares a reviewable monthly close for attorney sign-off.
Core workflow: It reconciles bank statements, trust journals, and client-ledger balances in a three-way close.
Exception detection: The software surfaces negative balances, bank fees on trust accounts, stale outstanding items, and unclassified transactions with linked evidence and severity codes.
Approval gate: Attorney approval is explicit, versioned, timestamped, and tied to the exact report content.
Exports: Close records are exportable as PDF and CSV.
Integrations: TriBalance works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals rather than live synchronization.
Bank access: TriBalance does not connect to banks, request online-banking credentials, move money, or initiate transfers.
Security controls: The service uses tenant isolation, role-scoped actions, private source retention with content hashes, short-lived signed download links, and append-only audit trails.
Encryption: Connections to TriBalance are encrypted with TLS and stored data uses platform-provided cloud encryption.
Compliance posture: TriBalance states that it has no third-party security audit and no SOC 2 or comparable compliance attestation yet.
Data deletion: TriBalance says it permanently deletes customer data within thirty days of written request, subject to legal retention obligations.
Onboarding: The product is in a supervised design-partner phase with deliberately manual onboarding and internal production verification gates.
Intended users: TriBalance is aimed at law firms holding client funds in one to three trust or IOLTA accounts with a supervising attorney who signs monthly closes.
Product limits: TriBalance is not practice-management software, general bookkeeping software, an auditor, a certifier, or a compliance guarantee.
Price from: $79/mo

Where it ranks on The Geeks Club

Best Trust Accounting Software in 2026#39 of 41
Best Legal Trust Accounting Software in 2026#36 of 40
Best Legal Accounting Software in 2026#23 of 24

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Sources

tribalance.io/pricing· checked 1 Oct 2026
tribalance.io· checked 1 Oct 2026
tribalance.io/security· checked 1 Oct 2026
tribalance.io/compare· checked 1 Oct 2026