TrustBooks

Who Uses TrustBooks?

Small law firms and solo attorneys

What Is TrustBooks?

Legal accounting software for law firms.

* Easy to use and built exclusively for law firms
* Track all activity at the client level
* Stay compliant with simple trust accounting

TrustBooks Details

TrustBooks

https://www.trustbooks.com

Founded 2014

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TrustBooks pricing overview

TrustBooks does not have a free version but does offer a free trial. TrustBooks paid version starts at US$49,00/month.


Starting Price

US$49,00/month

Pricing Details

Also available at $149/mo with unlimited users and other features needed.

Free Version

No

Free Trial

Yes

TrustBooks deployment and support

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

TrustBooks Features

Vendor has not completed this information.

View full list of Accounting Software

  • Accrual Accounting
  • Activity Tracking
  • Asset Gain & Loss Reporting
  • Check Writing
  • Compliance Management
  • Cross Ledger Posting
  • Customer Statements
  • Fee Calculation & Posting
  • Receipt Management
  • Tax Management

View full list of Trust Accounting Software

TrustBooks Alternatives

More TrustBooks alternatives

TrustBooks Reviews

Read all reviews

Overall rating

5/5

Average score

Ease of Use 4,9
Customer Service 5
Features 4,9
Value for Money 5

Review software

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Gigi G.
Principal Attorney
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/11/20

"Never worry about your trust account ever again"

Comments: Excellent. I recommend it to every attorney I know. The Team plan is worth every cent because they perform your monthly reconciliations for you and email you when they're done and ready for your review. All you have to do is review and sign and you're done. They also email you reminders when a client's ledger goes to $0 so you can send that to the client. If you use Trustbooks, you will never fear getting your trust account audited ever again.

Pros: I love the team plan where Trustbooks performs my monthly reconciliations for me and I just review and sign off on them. It is worth every penny and the peace of mind it gives me is priceless.

Cons: Nothing. It's extremely stream-lined and user-friendly and they're constantly adding new features.

  • Reviewer Source 
  • Reviewed on 2020/11/20
Betsy D.
Office Manager`
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/11/17

"TrustBooks for a small practice"

Comments: Could NOT get by without it. Honestly the easiest program I've ever used.

Pros: Easy to use. Very clear. I was up and running on the day I purchased the software. Reconciliations are a breeze. Have not had much need for customer support- maybe three times in a 4 years. Has been fast, friendly, and effective each time.

Cons: It automatically logs off after being idle for a certain period, (for security purposes) so I have to login in often.

  • Reviewer Source 
  • Reviewed on 2020/11/17
Diana Z.
Owner/Attorney
Law Practice, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2021/01/05

"TrustBooks"

Pros: Best Trust Accounting Software!!! Makes keeping track of funds and reconciling super easy.

Cons: There is no general checking account option. I want to use this program instead of QuickBooks.

  • Reviewer Source 
  • Reviewed on 2021/01/05
Mike L.
Attorney
Legal Services, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2020/11/17

"A Fresh Start in Trust Account Recordkeeping"

Comments: This program has assisted me in keeping trust account records in compliance with State Bar Rules.

Pros: The program is easy to use and create reports..

Cons: General Ledger report difficult to upload for copying.

  • Reviewer Source 
  • Reviewed on 2020/11/17
Verified Reviewer
Attorney
Law Practice, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020/11/18

"Great software for busy attorneys!"

Comments: As I said above, the software is a huge time-saver and stress-saver. I know my trust accounting is done correctly and it's easy to print trust ledgers for clients each month. The customer service is also top-notch - if I have a question or a problem, it is quickly addressed and fixed. No complaints!

Pros: TrustBooks makes my trust accounting so easy. I can reconcile my accounts in just a few minutes, I know my trust accounts are always in balance and never overdrawn. Basically, it saves me from mistakes I might have made otherwise. Makes my life much easier to not have to worry about trust accounting errors!

Cons: The integration with Clio is a little clunky, but I haven't tried to use it recently so it may have been improved since it was first released.

  • Reviewer Source 
  • Reviewed on 2020/11/18