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TrustBooks Logo

Accounting software for law firms and individual attorneys

Table of Contents

TrustBooks - 2026 Pricing, Features, Reviews & Alternatives

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

TrustBooks overview

What is TrustBooks?

TrustBooks is designed for law firms of all sizes and can be used to manage the trust accounts of individual attorneys, small firms, and large law departments. Lawyers can also handle legal accounting operations via a unified portal. It provides an interactive user interface that allows firms to review and analyze trust ledgers, bank balances, and client ledgers in real-time.

TrustBooks features a secure data encryption system that ensures privacy of sensitive client data and also provides an audit trail feature to track access and changes made by firm employees. The system also comes with customizable reports that allow law firms to streamline their billing processes and manage client relationships.

TrustBooks offers various features such as automated reconciliation, account management, and reporting. It also offers a secure platform for storing confidential information and documents.

Starting price

49flat rate /
per month

Alternatives

with better value for money

TrustBooks’s user interface

Ease of use rating:

TrustBooks pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(3)
5(104)

What do users say about TrustBooks?

Users say TrustBooks makes trust account reconciliation and management much faster and less stressful, with many noting that it streamlines monthly and three-way reconciliations and helps maintain compliance with state bar rules. They find it easy to track multiple accounts, keep ledgers updated, and appreciate the cloud-based storage for added security and convenience.

Reviewers appreciate the intuitive, user-friendly interface and report that even those without accounting backgrounds can use it confidently. They highlight responsive customer support and say the software reduces errors and administrative time, though some mention a desire for more integration with business accounts.

Select to learn more


Who uses TrustBooks?

Based on 107 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Law Practice
Legal Services
Accounting
Alternative Dispute Resolution
Others

Use cases

- Not enough reviews
-
-
-
-
-

TrustBooks's key features

Most critical features, based on insights from TrustBooks users:

General ledger
Trust accounting
Compliance management
Bank reconciliation
Workflow management
Cross Ledger Posting

All TrustBooks features

Features rating:

Financial reporting
Accounting
Accounts payable
Accounts receivable
Activity dashboard
Activity tracking
Audit trail
Case management
Check writing
Customer statements
Customizable reports
Electronic payments
Encryption
Income & balance sheet
Reporting & statistics

TrustBooks awards

TrustBooks alternatives

TrustBooks logo

Starting from

49

Per month

Free trial
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Ease of Use
Features
Value for Money
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Xero logo
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25

Per month

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8am MyCase logo
visit website

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Per month

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Free version
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Customer Support

TrustBooks pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Tier One

49

Per month

Features included:

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

Tier Two

69

Per month

Features included:

  • 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

Per month

Features included:

  • 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

User opinions about TrustBooks price and value

Value for money rating:

To see what individual users think of TrustBooks's price and value, check out the review snippets below.

“Plus, it allows me to upload my statements for easy reference. I highly recommend it and would encourage all of my colleagues to use it, whether a big firm or small firm like myself.”
CS

Candace S.

Attorney

“From the day we signed up, Trustbooks' support team has been awesome. Their assistance in the conversion from our old pencil and paper system was amazing.”
NH

Nan H.

Attorney

TrustBooks integrations (3)

Integrations rated by users

We looked at 107 user reviews to identify which products are mentioned as TrustBooks integrations and how users feel about them.

Clio logo
Clio

Integration rating: 5.0 (1)

TrustBooks customer support

What do users say about TrustBooks customer support?

Customer support rating:

We analyzed 25 verified user reviews to identify positive and negative aspects of TrustBooks customer support.

Widespread user sentiment highlights fast, friendly, and highly responsive customer support from the TrustBooks team.

A number of users appreciate the helpfulness and expertise of support, making it easy to resolve questions or issues quickly.

Support options

Chat
Email/help desk
Faqs/forum

Training options

Webinars
In person
Live online
Documentation

To see what individual users say about TrustBooks's customer support, check out the review snippets below.

“The customer service is also top-notch - if I have a question or a problem, it is quickly addressed and fixed. ”

Verified reviewer profile picture

Abigail P.

Attorney

“On the few occasions that I have needed help with a feature in Trustbooks, I have gotten a response within a couple of hours.”

RS

Ron S.

Attorney

“The support team is always quick to respond to any questions or issues that our office has.”

EC

Emily C.

Financial and Legal Operations Manager

TrustBooks FAQs

Q. What type of pricing plans does TrustBooks offer?

TrustBooks has the following pricing plans:
Starting from: $49.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of TrustBooks?

TrustBooks has the following typical customers:
Freelancers, Small Business


Q. What languages does TrustBooks support?

TrustBooks supports the following languages:
English


Q. Does TrustBooks offer an API?

No, TrustBooks does not have an API available.


Q. What other apps does TrustBooks integrate with?

TrustBooks integrates with the following applications:
8am LawPay, Clio


Q. What level of support does TrustBooks offer?

TrustBooks offers the following support options:
Chat, Email/Help Desk, FAQs/Forum

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