Your Record Keeping and Reporting Solution!

Checkbook Maintenance

  • Print checks
  • Check approval workflow
  • Add, edit, search for transactions
  • Split transactions into multiple categories
  • Attach documents to checks
  • Simple to use check reconciliation module

Checking Account Screenshot


  • Budget Report
  • Category Report
  • Checkbook Activity Report
  • Contact Report
  • Executive Report
  • Fundraising Report
  • Reconciliation Report
  • Treasurer's Report
  • 1099 Vendor Report

Title Screenshot

Store Documents in the Cloud

  • E-Mail or upload files to your briefcase
  • All documents are encrypted for privacy
  • Tag documents for easy searching
  • Organize documents in folders
  • Easily email documents to your board
  • Unlimited retention period

Briefcase Screenshot


  • Add, edit, search for transactions
  • As low as $39.95 per year
  • Try it for free!
  • Tax preparation services available

Pricing Screenshot


  • Documents are encrypted
  • Login & password access
  • Ability to restrict or grant access to users

Security Screenshot

Knowledgable Partners

  • Certified Public Accounts available to answer your questions
  • Years of experience servicing non-profits!

Knowledgable Partners Screenshot

How Treasurer’s briefcase Works

Tour video
Enter checks, deposits and other transactions. You can split checks and deposits into multiple categories. Print checks and use our approval workflow to allow your board to authorize payment.
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Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!
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All the reports you need to keep your board and stakeholders informed about the financial state of your organization. You can produce all of the reports in either PDF or Excel format.
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Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.
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Trudy's BudgetMaker is the easiest way to create your yearly budget. You last year's data as a starting point and then create your budget variance reports to show how you are tracking toward your goals.
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Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.
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