TrustBooks 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

TrustBooks

5.0

(107)

Pricing

Starting at $49.00 per month

About TrustBooks

TrustBooks is a cloud-based software that helps lawyers manage legal accounting operations on a unified dashboard. The application provides a three-way trust reconciliation summary including details from the bank balance, trust ledgers and client ledgers.

Professionals can utilize workflows to create client matter, enter deposits, process payments and record accounting activity. Administrators can track activity linked between a firm’s and client’s accounts and gain insights into trust ledgers through automatic updates.

It facilitates integration with banking institutions and third-party software including LawPay and Clio, allowing import of bank activity between systems. Other features of TrustBooks include bank account management, data administration, check printing, encryption, reporting, fund tracking, roles management, and more. Pricing is available on monthly subscriptions.

TrustBooks Screenshots

TrustBooks Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Tier One

$49.00

flat rate, per month

Plan includes:

Always Maintain Client Leaders
One-Click Reporting
State Bar Compliance
Worry-Free Reconciliations

Tier Two

$69.00

flat rate, per month

Plan includes:

Generate Legal Specific Financial Reports
Manage All Accounting Needs in One Software
Record All Activity for Your Firm Financials
Track Activity by Client

Tier Three

$199.00

flat rate, per month

Plan includes:

Dedicated CPA Overseeing Your Bank Reconciliations
Fix Any Issues Found During Reconciliations
Perfect for Attorneys Wanting Extra Accounting Support
Trustbooks Team Completes Your Bank Reconciliations

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TrustBooks Features

Popular features found in Trust Accounting
Accounting
Bank Reconciliation
Case Management
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Document Management
Fee Calculation & Posting
Tax Management
Time & Expense Tracking
More features of TrustBooks
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Audit Trail
Customizable Reports
Electronic Payments
Encryption
Financial Management
Financial Reporting
General Ledger
Income & Balance Sheet
Reporting & Statistics
Trust Accounting
Workflow Management

TrustBooks Integrations

8am LawPay

Clio

TrustBooks User Reviews

Overall Rating

5.0

Ratings Breakdown

97%

Secondary Ratings

Ease of Use

4.9

Value for money

4.9

Customer support

5.0

Functionality

4.9

Gigi G.

Verified reviewer

Law Practice

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed November 2020

Never worry about your trust account ever again

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to TrustBooks

Trustbooks is customized specifically to comply with your state bar's trust accounting rules, so you don't have to worry about anything.

Verified

Reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Great software for busy attorneys!

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to TrustBooks

TrustBooks is better for trust accounting and has features QB doesn't, such as making sure I don't overdraw an account, balancing, reconciling, allowing for quarterly reconciliations - basically all the stuff the state bar requires. Quickbooks is great for basic accounting but it doesn't hold a candle to TrustBooks for trust accounting.

Yasha O.

Verified reviewer

Law Practice

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed October 2022

I think TrustBooks is definitely worth the money, especially for people who handle their own books.

So far so good. I have gotten assistance from customer support and they are more than willing to assist you through the process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that I learned so much about accounting when I began using this software. I didnt really know where to begin but I certainly found out after using the guides as I started to manually input numbers and continued the steps.

Cons:

I think the software is pretty advanced and may not be "beginner-friendly" for those who have no clue about keeping track of the books. Nonetheless, if you do basic research, you can figure everything out.

Reasons for choosing TrustBooks

Trustbooks is an "all in one" software where I am able to manage both my operating account and trust account.

Reasons for switching to TrustBooks

Trustbooks is an "all in one" software where I am able to manage both my operating account and trust account.

Matthew C.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2020

Game Changer! Easiest Business Decision Ever!

Superb experience. Our law firm has been around for over 45 years so bookkeeping and reconciliation of trust books were quite set in stone though out of date and painfully inefficient. Plus, we believe in having an independent third party service provider to check our reconciliation and it was expensive and not timely. We were often behind on our reconciliation requirements which means trouble! Trustbook did a great job of switching us over without any delay. The monthly cost for Trustbook is a bargain for what we were paying the CPA to check behind us! I wish that we switched over to Trustbook years ago! That is my only regret!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to learn and easier to use! Very practical and simplistic in terms of input and updating. Takes just a few minutes per day to keep the trust account ledgers up-to-date and end of month reconciliation by Trustbook staff is quick and painless! I like everything about this web-based program.

Cons:

My other business software provides me with telephonic tech support so I get quick real-time problem shooting and feedback. Trustbook is email based tech support and replies are always helpful but not as immediate as I would like. I've only had the software for less than 6 months so there were learning moments that I had to have help with but I can't imagine too much else to learn hereafter.

Reasons for choosing TrustBooks

Demo with Trustbook blew me away and endorsement of my statewide bar association weighed in my decision. Price too was very reasonable!

Reasons for switching to TrustBooks

Quickbooks is not designed for a law practice with multiple trust accounts so it was a nightmare to use and reconcile. The time that I save between Trustbook and Quickbooks are measured in hours per month and in just minutes. Trustbook is made for lawyers!

Stacey H.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

TrustBooks saved myself and my clients time and money!

My experience has been great! Whenever I get a new Lay Firm client that wants me to provide trust accounting services I recommend and require them to have a TrustBooks subscription. All my Law Firm clients have this software and love it!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This software took several extra steps out of the trust accounting process regarding the three way reconciliation. Before I was using multiple software platforms and now I just use this one. It is a major time saver! Especially for the cost!

Cons:

The only thing I don't like it that it doesn't default to the last screen that I was in but since I use many cloud based platforms they all seem to do this so it must be the way that they have to be due to coding.

Reasons for choosing TrustBooks

I trust that TrustBooks keeps up with the local state requirements and rules for Trust Accounting to keep us in compliance with each State Bar!

Reasons for switching to TrustBooks

Switching from QuickBooks eliminated several steps and using other software, like Microsoft Excel, to maintain an accurate three way reconciliation.

Betsy D.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

TrustBooks for a small practice

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing TrustBooks

After watching demos and speaking with a TrustBooks rep who walked me through all the features, I felt this was the best option for us. And it truly has been.

Reasons for switching to TrustBooks

If TrustBooks is the easiest and best software I have used, truly PC Law was the worst. Complicated, confusing, and difficult software!

Maggie K.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2020

I really like this product

TrustBooks has saved us HOURS of staff time every month. Our books are up to date at all times. It also nearly eliminates the chance of overdrawing your trust account.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

We previously used Excel Spreadsheets to keep our trust account. We had to manually type out our checks, then add them to the Excel sheet at the end of the month. With TrustBooks we print our checks right from the system, which means our books are always up to date. As long as you print your checks from Trust Books, there is NO WAY you can overdraft your trust account. TrustBooks saves us a tremendous amount of time and money. It is really the best subscription we have.

Cons:

There are some changes I would like to see to the program. 1. The ability to change the layout of your checks. (we wanted TrustBooks to print "VOID AFTER 90 DAYS" on our checks and we can't. Also, we prefer the check in the middle style, and you can only use the check on the top style. Plus if you get checks from a place like WalMart, the alignment is a little wanky and you can't manually change it. 2. I wish maneuvering in the system was a little easier. If I look at an account ledger and open an item in that ledger, when I close the item, it does not take me right back to the ledger. Finally, I wish I could do batch entries, so perhaps 10 checks without having to switch screens between checks. Over all though, these items are NOT deal breakers, only ways that they could improve their product.

Reasons for switching to TrustBooks

To save time and money, and so our books would be up to date all the time.

Damon C.

Verified reviewer

Law Practice

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed November 2020

Excellent Trust Accounting Software

I've been using the product for more than two years. Fantastic.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Trustbooks is the best solution I've found to ensure that my trust accounting is accurate, and remains in compliance with Bar rules. In the past, I've attempted to use Excel and Quickbooks. Excel is prone to all kinds of errors. Quickbooks is far too complicated for trust accounting, and that confusion can introduce errors. Trustbooks is developed by an accountant who specializes in legal accounting, and in ensuring that people comply with Bar rules. The software is specifically focused on helping you avoid errors that could then cause problems later on. While it can be used by accountants, it's so simple that lawyers or non-lawyer entrusted with trust accounting duties and who have no background in accounting are prevented from making mistakes.

Cons:

Nothing. The software is great and news features are added periodically to improve its functionality.

Reasons for switching to TrustBooks

Quickbooks is good accounting software, but far too complex for trust accounting. And Quickbooks doesn't have built in rules to help you remain bar compliant.

Stephanie R.

Verified reviewer

Legal Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2020

Easy to Use and Keeps Things Simple

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been received and paid out of their account. With people working in multiple locations and remote workers, I don't know how we could keep things straight without a program like this on the cloud.

Cons:

No complaints. I have had a very good experience with this software.

Reasons for switching to TrustBooks

We wanted a stand alone program that wasn't overly complicated where we could create multiple property files for the same user to trace funds spent per project for clients

Dawn W.

Verified reviewer

Legal Services

2-10 employees

Used weekly for less than 6 months

Review source

Reviewed November 2020

So grateful I found Trustbooks

I am so relieved to have a product I can understand and that is working, my experience has been that I'm truly grateful that someone told me about it.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Ease of use . . . So easy to understand.

Cons:

The reports that print out are all landscape, which I don't like. They're very basic as well.

Reasons for choosing TrustBooks

I did look at another product, but I don't remember what it was. It was not as easy to understand and I don't have a lot of time to learn a software product.

Reasons for switching to TrustBooks

It was too confusing trying to make the transactions all balance.

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