Continue with LinkedIn
or
Recover my Password
Submit your Tekpon Account E-mail address and you will receive an email with instructions to reset your password.

Trustbooks Reviews for 2025

Simplify your legal accounting.
User Score:
5.0/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

See our Methodology
Need help with procurement?

Save 40% on your SaaS stack with expert guidance

You tell us what you need. We deliver the right tools at the best price. Fast. Independent. Hassle-free.

Your Credentials

Tell us who you are

Your Business

Tell us about your Company

Tell Us Your Software Needs

Share your requirements and let our procurement experts help you find the best software deals, negotiate renewals, or compare alternatives — tailored to your business goals.

Please, wait!

Processing

Step
1 / 3
Back
Next Step

Disclaimer

By submitting this form, you agree to be contacted by the Tekpon Team and our Partners.

*Required fields!

Free Consultation

What is Trustbooks?

TrustBooks is a specialized trust accounting software designed for small law firms, focusing on simplifying the complexities of trust account management. This software stands out for its user-friendly approach, specifically catering to the needs of legal professionals who may not have an extensive accounting background. TrustBooks is tailored to meet the trust accounting requirements set by the State Bar, ensuring compliance and ease of use.

The software offers features like easy 3-way reconciliations and streamlined report generation, making trust account management more efficient and less prone to errors. It’s designed to eliminate the typical accounting headaches associated with managing client funds, offering a straightforward solution that doesn’t require learning complex software. TrustBooks is

ideal for attorneys looking for a reliable, easy-to-use tool to manage their trust accounts while staying compliant with state regulations. With a focus on simplicity and compliance, TrustBooks is a valuable asset for law firms aiming to streamline their trust accounting processes without the need for extensive accounting expertise.

Found in these Categories

Best For

  • Small Business
  • Medium Business
  • Large Enterprise

Trustbooks Pricing

Starting From:
$ 49 /month
Pricing Model: Subscription
This tool has three pricing plans. Tier One for 49 USD, Tier Two for 69 USD, Tier Three for 199 USD. For more info, check on their website.
Free Trial
Free Version

Looking to Save Time & Money

Audit, consolidate, and save—powered by our internal buying team. Let our experts analyze your current software stack and identify opportunities for cost savings and efficiency improvements.

  • Stack Audit
  • Cost Reduction
  • Expert Team
Optimize My Stack

Trustbooks Features

  • Activity Dashboard
  • Case Management
  • Compliance Management
  • General Ledger
  • Electronic Payments
  • Customer Statements
  • Financial Reporting
  • Bank Reconciliation
  • Workflow Management
  • Check Writing
  • Reporting & Statistics
  • Accounts Receivable
  • Cross Ledger Posting
  • Activity Tracking
  • Income & Balance Sheet
  • Accounts Payable
  • Trust Accounting

Trustbooks Integrations

  • Clio

    Legal Software

  • LawPay

    Legal Software

User Sentiment - Trustbooks Reviews

5.0/5
Based on 536 user reviews across the web
AI-powered Insight: This summary represents a comprehensive analysis of user reviews and opinions found across the web, including G2, Capterra, TrustPilot, and other review platforms. Our AI aggregates sentiment and identifies key themes from verified user feedback.
What users love most
  • User-Friendly Interface

    Users have noted TrustBooks’ ease of use, making daily trust accounting tasks less labor-intensive and more efficient​​​​.

  • Effective Trust Account Management

    It simplifies the trust accounting process, making it easier for firms to manage their accounts accurately​​.

  • Compliance with Legal Standards

    The software is designed to be compliant with the specific accounting standards required for law practices, providing peace of mind to its users​​​​.

  • Access from Anywhere

    The ability to perform tasks remotely, such as writing checks or making deposits, is highlighted as a significant advantage, especially for small firms​​.

  • Excellent Customer Support

    TrustBooks offers a variety of support options including chat, email, and a help desk, contributing to positive user experiences​​.

Areas for Improvement
  • Transaction Sync Delay

    Some users have noted a delay in transaction syncing, which can be inconvenient for those who require up-to-the-minute accuracy​​.

  • Limited Editing for Checks

    The inability to edit multiple checks in one go was mentioned as an area for improvement, as it can be cumbersome for users to go back and make corrections​​.

  • Lack of a General Checking Account Option

    One user expressed a desire for a general checking account feature to consolidate their financial management within TrustBooks, instead of using it alongside QuickBooks for non-trust accounts​​.

  • Handling of Bounced Checks

    There seems to be a need for a more straightforward way to manage bounced checks, as the current workaround involves creating a fictitious payee​​.

  • Difficulty in Locating Client Files

    Navigating to specific client files without an efficient search mechanism was noted as a point of frustration for some users​​.

Leave a Review

Tell us your opinion about Trustbooks and help others make informed decisions.
Account creation required to leave a review.

Trustbooks Company Details

Company Name

TrustbooksBooks

Headquarters

United States

Website

trustbooks.com

Own this Software?

Trustbooks vs. Similar Products

Select up to 3 Software, to enable Comparison

Compare Selected Software

Trustbooks Alternatives

FreshBooks

Score: 4.5/5

Paymo

Score: 4.7/5

Bill4Time

Score: 4.4/5

Gusto

Score: 4.5/5

FreeAgent

Score: 4.5/5

Get Better Pricing on Trustbooks

Save 15-40% with expert negociation
Get Expert Help

Please, wait...

We are processing your request.

This website uses cookies

Cookies are small text files that can be used by websites to make a user’s experience more efficient.

The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This means that cookies which are categorized as necessary, are processed based on GDPR Art. 6 (1) (f). All other cookies, meaning those from the categories preferences and marketing, are processed based on GDPR Art. 6 (1) (a) GDPR.

You can at any time change or withdraw your consent from the Cookie Declaration on our website.

You can read more about all this at the following links.

Cookies Policy Privacy Policy

Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

These trackers help us to measure traffic and analyze your behavior to improve our service.

These trackers help us to deliver personalized ads or marketing content to you, and to measure their performance.