For solo and small law firms
Bookkeeping for solo and small law firms, done from your statements
Drop in the statements and exports solo and small law firms already have. ProfitBooks categorizes every transaction, tracks the deductions that matter for your work, and hands your tax preparer a clean profit and loss. $20 a month, billed annually, plus pay-as-you-go credits.
100 free credits at signup, 10 free every day. No card required.
What you upload
- Operating account statement
- Credit card statement
- Invoices to clients
- Court fee and research receipts
What gets categorized
- Fee income
- Research subscriptions (Westlaw, Lexis)
- Bar dues and CLE
- Malpractice insurance
- Office rent
- Filing fees
Deductions to look for
- Bar dues and CLE
- Research subscriptions
- Malpractice insurance
- Office rent or home office
- Filing fees advanced for clients
Why it fits
Built for the way solo and small law firms actually run money.
Income arrives from a few sources, expenses land on one or two cards, and nobody has time to categorize 12 months of it in April. ProfitBooks reads the statements, learns your vendors, and keeps the profit and loss current so quarterly taxes stop being a guess.
- Chart of accounts built for your industry from one question
- Confidence threshold: auto-finalize the obvious, review the rest
- Year-end totals by category, ready for Schedule C or your preparer
- Need a reconciled balance sheet? Full Books, $99 a month billed annually, replaces the bookkeeper
Pricing
What solo and small law firms pay
About 120 transactions a month is 1,440 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
FAQ
Questions, answered
Do I need to connect my bank?
No. Download the PDF statement from your bank or take a photo of it. ProfitBooks reads it. No logins shared, no feeds to babysit.
What does it cost for solo and small law firms?
About 120 transactions a month is 1,440 a year, which fits inside the 10 free credits you get every day. You would pay the $240 a year base plan ($20 a month, billed annually) and nothing else.
Can my tax preparer use it?
Invite them free. They see the same profit and loss and ledger you do (and the reconciled balance sheet on Full Books), and can export CSV for their software.
What about my IOLTA trust account?
Keep the trust account out of ProfitBooks, or upload it as a separate account and tag every transaction as trust. ProfitBooks is not a trust accounting system and does not replace your three-way reconciliation.
Your books for solo and small law firms, done tonight.
Create a free account, drop in a bank statement, and watch every transaction get categorized. 100 free credits to start, 10 more every day. No card required.
Takes about 90 seconds. No sales call, no onboarding fee, no contract.