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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.
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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.
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Free Version

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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

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​​.

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Trustbooks Company Details

Company Name

TrustbooksBooks

Headquarters

United States

Website

trustbooks.com

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