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> Reviews of TrustBooks. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if TrustBooks is a good fit for you!

Source: https://www.softwareadvice.com/accounting/trustbooks-profile/reviews

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TrustBooks Reviews

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# TrustBooks Reviews

## Reviews Summary

## Overall Rating

5.0

* * *

## Ratings Breakdown

5

(104)

4

(3)

3

(0)

2

(0)

1

(0)

## Secondary Ratings

Ease-of-use

4.9

Customer Support

5

Value for money

4.9

Functionality

4.9

* * *

### Pros

"We can tell most anytime exactly the client's balance - between the entries - and we have the ability to tell this to the client when need be. And it syncs with our credit card software, which again is comforting. "

"I like that I learned so much about accounting when I began using this software."

"The best feature of TrustBooks is that it performs the Three Way Reconciliation that is required every month in my jurisdiction."

### Cons

"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firm has been around for over 45 years so bookkeeping and reconciliation of trust books were quite set in stone though out of date and painfully inefficient.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. "

"TrustBooks can sync with Clio, but it does not sync with the case management software that I use in my practice."

"It doesn't fully integrate with my case management software, or merchant services."

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TrustBooks Reviews, Pros and Cons - 2026 Software Advice