Is TrustBooks right for your business?

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best for

  • Accounting
  • Best For Small Business Sizes
  • Supports Cloud Based Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality

What is 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... read more

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TrustBooks dashboard
TrustBooks dashboard
TrustBooks manage trust activity
TrustBooks manage trust activity
TrustBooks chart of accounts
TrustBooks chart of accounts
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User Review Highlights

5

12 Reviews

5
12
4
0
3
0
2
0
1
0
5

Ease-of-use

out of 5
5

Customer Support

out of 5
5

Value for money

out of 5
5

Functionality

out of 5
  • icon"The interface and ease of use of TrustBooks makes it simple and comfortable to use. Also, the customer service is AMAZING."
  • icon"It's user friendly and helps us to be compliant with Trust account rules and regulations. Quick and friendly response for support."
  • icon"I've had great experiences with their customer services and the monthly price is well worth the time savings it gives me."
  • icon"I had some experience with lagging, but I think that was my machine."
  • icon"General Ledger report difficult to upload for copying."
  • icon"Lining up printing checks. Had problems with printing checks."

Read user reviews

How much does TrustBooks cost?

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

Starting price

$49.00 per month

Free trial

Available

Free version

Not Available

Which features does TrustBooks offer?

Core features:

Activity DashboardActivity TrackingAutomatic BackupBank ReconciliationCase ManagementCheck WritingClient ManagementCompliance ManagementCross Ledger PostingCustomer StatementsShow more features +

People who reviewed this software give it a 5 star rating for functionality.

How easy is TrustBooks to use and deploy?

TrustBooks supports Cloud Based deployment options, including: Cloud, SaaS, Web-based.

People who reviewed this software give it a 5 star rating for ease-of-use.

What do verified users say about TrustBooks

5/5 out of 12 Reviews

Showing 1 - 5 of 12 reviews

Gigi

Verified reviewer

Company size: 2-10 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Anonymous

Company size: 2-10 employees

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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!

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.

Mike

Company size: 2-10 employees

Industry: Legal Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

November 2020

A Fresh Start in Trust Account Recordkeeping

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.

Reasons for switching to TrustBooks

Program was not capable of 3 way reconciliation.

Betsy

Company size: 2-10 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

November 2020

TrustBooks for a small practice

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.

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!

Matthew

Company size: 2-10 employees

Industry: Law Practice

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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!

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!

Showing 1 - 5 of 12 reviews

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