Freedom251 › Legal Trust Accounting Software
TriBalance
What TriBalance is
TriBalance is web-based trust accounting software that prepares a reviewable monthly close for attorney sign-off. It reconciles bank statements, trust journals, and client-ledger balances in a three-way close, then surfaces negative balances, bank fees on trust accounts, stale outstanding items, and unclassified transactions. Exceptions include linked evidence and severity codes. Attorney approval is explicit, versioned, timestamped, and tied to the exact report content; close records can be exported as PDF or CSV. The software works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals rather than live synchronization. It does not connect to banks, request online-banking credentials, move money, or initiate transfers. The product is in a supervised design-partner phase with manual onboarding and internal production verification gates. TriBalance says it has no third-party security audit or SOC 2 or comparable compliance attestation yet. Plans start at $79/mo: Solo supports one trust account and user, Firm up to three accounts and users, and Practice up to ten accounts with unlimited users.
Who it suits
TriBalance is aimed at law firms holding client funds in one to three trust or IOLTA accounts, with a supervising attorney signing monthly closes.
What it does well
- Three-way close compares bank, trust-journal, and client-ledger balances.
- Exceptions include linked evidence and severity codes.
- Approval is tied to a version of the report.
- PDF and CSV exports are available.
- The software does not connect to banks or move money.
What to know first
- No live synchronization with listed accounting platforms or bank portals.
- The product is in a supervised design-partner phase with manual onboarding.
- No third-party security audit or SOC 2 attestation yet.
- No free trial is listed.
Limits
Solo costs $79/month and covers one trust account and one user, with PDF and CSV export and private source retention. The Firm plan covers up to three trust accounts and three users; the Practice plan covers up to ten trust accounts with unlimited users.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Firm | $149/month · up to 3 trust accounts · up to 3 users · multi-matter management · bulk CSV export · priority email support · team audit log view | $149 a month |
| Practice | $249/month · up to 10 trust accounts · unlimited users · state rule packs on release · early access to new features · dedicated support | $249 a month |
| Solo | $79/month · 1 trust account · 1 user · PDF + CSV export · private source retention | $79 a month |
As tribalance.io lists them, read 1 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the TriBalance website.
- Choose a paid plan: Solo, Firm, or Practice.
- Complete the product’s manual onboarding process.
- Prepare exported data from supported accounting, practice, or bank-portal sources.
- Use the web app to reconcile records and prepare the close for attorney review.
Verdict
TriBalance is focused on a reviewable trust-account close with explicit attorney approval and exportable records. It is not general bookkeeping or practice-management software, and it does not provide an audit, certification, or compliance guarantee.
Questions
How much does TriBalance cost?
Plans start at $79/month. Solo is $79 per month, Firm is $149 per month, and Practice is $249 per month.
Is there a free plan or free trial?
No. TriBalance is paid, with no free plan or free trial.
What platforms does TriBalance support?
TriBalance is available on the web.
Which data sources does it work with?
It works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals, rather than live synchronization.
Does TriBalance connect to bank accounts or move money?
No. It does not connect to banks, request online-banking credentials, move money, or initiate transfers.
Is TriBalance audited or compliance-certified?
TriBalance states it has no third-party security audit and no SOC 2 or comparable compliance attestation yet.
Facts from TriBalance's own pages
- Approval gate
- Attorney approval is explicit, versioned, timestamped, and tied to the exact report content. · tribalance.io, 1 Oct 2026
- Bank access
- TriBalance does not connect to banks, request online-banking credentials, move money, or initiate transfers. · tribalance.io, 1 Oct 2026
- Compliance posture
- TriBalance states that it has no third-party security audit and no SOC 2 or comparable compliance attestation yet. · tribalance.io, 1 Oct 2026
- Core workflow
- It reconciles bank statements, trust journals, and client-ledger balances in a three-way close. · tribalance.io, 1 Oct 2026
- Data deletion
- TriBalance says it permanently deletes customer data within thirty days of written request, subject to legal retention obligations. · tribalance.io, 1 Oct 2026
- Encryption
- Connections to TriBalance are encrypted with TLS and stored data uses platform-provided cloud encryption. · tribalance.io, 1 Oct 2026
- Exception detection
- The software surfaces negative balances, bank fees on trust accounts, stale outstanding items, and unclassified transactions with linked evidence and severity codes. · tribalance.io, 1 Oct 2026
- Exports
- Close records are exportable as PDF and CSV. · tribalance.io, 1 Oct 2026
- Integrations
- TriBalance works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals rather than live synchronization. · tribalance.io, 1 Oct 2026
- 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. · tribalance.io, 1 Oct 2026
- Onboarding
- The product is in a supervised design-partner phase with deliberately manual onboarding and internal production verification gates. · tribalance.io, 1 Oct 2026
- Product
- TriBalance is trust accounting software that prepares a reviewable monthly close for attorney sign-off. · tribalance.io, 1 Oct 2026
- Product limits
- TriBalance is not practice-management software, general bookkeeping software, an auditor, a certifier, or a compliance guarantee. · tribalance.io, 1 Oct 2026
- 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. · tribalance.io, 1 Oct 2026
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