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TrustBooks Logo

Accounting software for law firms and individual attorneys

Table of Contents

TrustBooks - 2026 Pricing, Features, Reviews & Alternatives

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

Last updated: February 2026

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?

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.

Select to learn more


Who uses TrustBooks?

Based on 107 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Law Practice
Legal Services
Accounting
Capital Markets
Others

Use cases

Accounting
Trust Accounting

TrustBooks's key features

Most critical features, based on insights from TrustBooks users:

Bank reconciliation
Compliance management
Cross Ledger Posting
Case management

All TrustBooks features

Features rating:

Accounting
Accounts payable
Accounts receivable
Activity dashboard
Activity tracking
Audit trail
Bank reconciliation
Case management
Check writing
Compliance management
Cross Ledger Posting
Customer statements
Customizable reports
Electronic payments
Encryption
Financial management
Financial reporting
General ledger
Income & balance sheet
Reporting & statistics
Trust accounting
Workflow management

TrustBooks alternatives

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49

Per month

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Xero logo
visit website

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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.

“I have gotten assistance from customer support and they are more than willing to assist you through the process.”
YO

Yasha O.

Attorney

“Trustbooks integrates with Clio and has the ability to generate monthly and quarterly reports necessary for trust account compliance.”
LH

Lora H.

Attorney

TrustBooks integrations (2)

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)

Not perfect, but it really does work great and takes on a lot of the typical manual work off of us

Verified reviewer profile picture

Cayla F.

Paralegal

Other top integrations

TrustBooks customer support

What do users say about TrustBooks customer support?

Customer support rating:

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

Widely noted by reviewers, TrustBooks customer support is quick to respond and consistently resolves issues in a timely manner.

A significant portion of users appreciate the knowledgeable, friendly staff who provide personal and helpful assistance when needed.

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

TrustBooks FAQs

Q. Who are the typical users of TrustBooks?

TrustBooks has the following typical customers:
Small Business, Freelancers

These products have better value for money


Q. What level of support does TrustBooks offer?

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

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