Trustbooks
Trustbooks Reviews
& Product DetailsWhat is Trustbooks?
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
TrustbooksBooks
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Located In
United States
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Website
trustbooks.com
Starting from:
$49 /month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
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.
- Activity Dashboard
- Case Management
- Compliance Management
- General Ledger
Additional Features
- 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
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User-Friendly Interface
Users have noted TrustBooks’ ease of use, making daily trust accounting tasks less labor-intensive and more efficient.
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Effective Trust Account Management
It simplifies the trust accounting process, making it easier for firms to manage their accounts accurately.
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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.
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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.
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Excellent Customer Support
TrustBooks offers a variety of support options including chat, email, and a help desk, contributing to positive user experiences.
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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.
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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.
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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.
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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.
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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.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
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