--- description: Review of TrustBooks Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: TrustBooks | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Accounting Software](/directory/4220/accounting/software) > [TrustBooks](/software/295964/trustbooks) # TrustBooks Canonical: https://www.softwareadvice.com.au/software/295964/trustbooks Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.com.au/software/295964/trustbooks?page=2) > 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. > > Verdict: Rated **5.0/5** by 107 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 107 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.9/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: TrustBooks - **Founded**: 2014 ## Commercial Context - **Starting Price**: USD 49.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Tier One: $49/month Tier Two: $69/month Tier Three: $199/month - **Target Audience**: Self Employed, 2–10, 11–50 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - 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 ## Integrations (2 total) - 8am LawPay - Clio ## Support Options - Email/Help Desk - FAQs/Forum - Chat ## Category - [Accounting Software](https://www.softwareadvice.com.au/directory/4220/accounting/software) ## Related Categories - [Accounting Software](https://www.softwareadvice.com.au/directory/4220/accounting/software) - [Trust Accounting Software](https://www.softwareadvice.com.au/directory/2005/trust-accounting/software) ## Alternatives 1. [Clio](https://www.softwareadvice.com.au/software/449970/Clio) — 4.7/5 (1691 reviews) 2. [LEAP](https://www.softwareadvice.com.au/software/20175/leap) — 4.2/5 (529 reviews) 3. [8am MyCase](https://www.softwareadvice.com.au/software/3719/mycase) — 4.6/5 (784 reviews) 4. [Smokeball](https://www.softwareadvice.com.au/software/157579/smokeball) — 4.8/5 (356 reviews) 5. [Actionstep Legal Accounting](https://www.softwareadvice.com.au/software/95324/soluno) — 4.5/5 (104 reviews) ## Reviews ### "Never worry about your trust account ever again" — 5.0/5 > **Gigi** | *20 November 2020* | Law Practice | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Great software for busy attorneys\!" — 5.0/5 > **Verified Reviewer** | *18 November 2020* | Law Practice | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- ### "I think TrustBooks is definitely worth the money, especially for people who handle their own books." — 5.0/5 > **Yasha** | *6 October 2022* | Law Practice | Recommendation rating: 8.0/10 > > **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. > > So far so good. I have gotten assistance from customer support and they are more than willing to assist you through the process. ----- ### "Game Changer\! Easiest Business Decision Ever\!" — 5.0/5 > **Matthew** | *18 November 2020* | Law Practice | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- ### "TrustBooks saved myself and my clients time and money\!" — 5.0/5 > **Stacey** | *18 November 2020* | Accounting | Recommendation rating: 10.0/10 > > **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. > > 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\! ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.com.au/software/295964/trustbooks?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/295964/trustbooks) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data