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ZipBooks

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Lawyerist Rating for ZipBooks

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Rating Breakdown

Our Rating: 4.5/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

4.5/5

Product Details

Apps
  • iOS
  • Web

Core Features

For Accounting & Bookkeeping, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

Free Trial

Basic Bookkeeping

This means simple double-entry bookkeeping.

Connect Bank Accounts

Link your bank accounts for up-to-date transaction information with little or no manual data entry.

Billing/Invoicing

Online Payments

This means the ability to accept credit card or echeck payments within your accounting software, either through its own payment portal or via a third-party integration like PayPal or Square. Most online payments involve a separate processing fee.

Timekeeping

Mileage Tracking

Keep track of miles traveled visiting clients or heading to the courthouse, making it easier to tally for taxes or billing purposes or add to your expense reports.

Bill Payment

Pay your firm's bills without leaving your accounting software.

Statement Reconciliation

Helps with the complex task of balancing your business accounts. Does not necessarily include more advanced reconciliation features like three-way trust account reconciliation.

Payroll

Payroll includes automatically calculating employee taxes, printing checks, and paying by direct deposit.

Tax Preparation

Some accounting software can also be used to prepare taxes for your firm so you can review, approve, and even pay your taxes all in one place.

Reporting

Businesses need reports to help assess key business performance indicators like profit and accounts receivable. Some products have more robust reporting features than others.

Foreign Currencies

Check Printing

Contact Management

Store contacts for invoicing or billing purposes.

User Management

User Management means the software allows your firm to differentiate between persons who have access to the information and adjust their levels of access based on their relevant users statuses.

Split Origination Reporting

This means that the product allows your firm not only to track where a file came from but also to allocate a percentage of the origination to individual users.

Recurring Payments

Some providers will allow you to set up recurring payments for your clients that will be automatically debited based on selections your clients make.

Trust Account Management

This means the product allows you to differentiate between client trust accounts and track them individually. It also means that the product helps you manage your three-way reconciliation.

Compare ZipBooks Similar Products

Select another product to compare:

ZipBooks

4.5/5

ZipBooks Logo
Pros
  • DIY
  • Free Tier
  • Project Accounting
Cons
  • Lack of Integrations
  • No Check Printing
  • No Payroll

Bench

Bench Bookkeeping Accounting Logo for Lawyerist Affinity Benefits Partner program
Pros
  • DIY
  • Bookkeeping Service
  • Cloud-based
Cons
  • Lack of Integrations
  • Not DIY
  • Need a Bookkeeper

Accounting Girl

4.7/5

Accounting Girl Logo
Pros
  • Advanced Trust Accounting
  • Bookkeeping Service
  • CFO Services
Cons
  • Lack of Integrations
  • Not DIY
  • Not for Large Firms

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Additional Details about ZipBooks

Machine Learning. As you start repeating transactions, clients, and vendors, ZipBooks will start to recognize those transactions and begin tagging those transactions and contacts automatically. From those tags, you can make transactions and accounts easier to find and create customized reports for legal accounting software.

Security. ZipBooks uses data centers to store your data that have on-site security guards and biometrics to restrict access only to authorized individuals. They also have third-party security experts run routine audits to make sure their security measures are up to the highest industry standards. Your data is backed up in a number of different locations so you’ll always have cloud access as long as you have a connection.

Payroll. While ZipBooks does not have payroll features, they work closely with Gusto (and are working on a Gusto integration) to manage your payroll needs. If you use a different payroll provider, ZipBooks can help you import that data into its software as well.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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