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- TriBalance
On the recordRead 1 Oct 202614 facts
TriBalance
Plans and prices
Solo
$79a month
1 trust account · 1 user · PDF + CSV export · private source retention
Read 1 Oct 2026 · tribalance.io
Firm
$149a month
up to 3 trust accounts · up to 3 users · multi-matter management · bulk CSV export
Read 1 Oct 2026 · tribalance.io
Practice
$249a month
up to 10 trust accounts · unlimited users · state rule packs on release · early access to new features
Read 1 Oct 2026 · tribalance.io
On the record
- Approval gate
- Attorney approval is explicit, versioned, timestamped, and tied to the exact report content.tribalance.io · read 1 Oct 2026
- Bank access
- TriBalance does not connect to banks, request online-banking credentials, move money, or initiate transfers.tribalance.io · read 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 · read 1 Oct 2026
- Core workflow
- It reconciles bank statements, trust journals, and client-ledger balances in a three-way close.tribalance.io · read 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 · read 1 Oct 2026
- Encryption
- Connections to TriBalance are encrypted with TLS and stored data uses platform-provided cloud encryption.tribalance.io · read 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 · read 1 Oct 2026
- Exports
- Close records are exportable as PDF and CSV.tribalance.io · read 1 Oct 2026
- Integrations
- TriBalance works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals rather than live synchronization.tribalance.io · read 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 · read 1 Oct 2026
- Onboarding
- The product is in a supervised design-partner phase with deliberately manual onboarding and internal production verification gates.tribalance.io · read 1 Oct 2026
- Product
- TriBalance is trust accounting software that prepares a reviewable monthly close for attorney sign-off.tribalance.io · read 1 Oct 2026
- Product limits
- TriBalance is not practice-management software, general bookkeeping software, an auditor, a certifier, or a compliance guarantee.tribalance.io · read 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 · read 1 Oct 2026
