# Compare TrustBooks vs Actionstep Legal Accounting 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Actionstep Legal Accounting and TrustBooks based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/145679-187835/TrustBooks-vs-Soluno

---

# Actionstep Legal Accounting vs TrustBooks Features and Cost Comparison

Last updated April 1st, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Actionstep Legal AccountingTrustBooks2/4 selected

[Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/)[4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

[## Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/)[4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/)

Starting Price

$99.00/month

Value-for-Money

4.4

Functionality

4.2

Ease of Use

4.3

Customer Service

4.6

Reviews Sentiment

AA

Based on [104 reviews](#user-reviews)

Positive

97

Neutral

2

Negative

5

[## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Starting Price

$49.00/month

Value-for-Money

4.9

Functionality

4.9

Ease of Use

4.9

Customer Service

5

Reviews Sentiment

SR

MS

Based on [107 reviews](#user-reviews)

Positive

107

Neutral

0

Negative

0

## Send this comparison chart to my inbox

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## Summary

* * *

Key features rated by users

Features selected based on 8,083 reviews from accounting software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

58%Fit

Not enough reviews

Feature ratings

Income & Balance Sheet

3.8

Chart of Accounts

\--

Data Security

\--

Financial Reporting

4.1

Document Management

3.7

\--%Fit

Missing features

Not enough reviews

Feature ratings

Income & Balance Sheet

\--

Chart of Accounts

NA

Data Security

NA

Financial Reporting

5.0

Document Management

NA

User satisfaction

User satisfaction

4.5

User reviews[104](https://www.capterra.com/p/187835/Soluno/reviews/)

Ease of use

4.3

Functionality

4.2

Value for money

4.4

Customer support

4.6

User satisfaction

5.0

User reviews[107](https://www.capterra.com/p/145679/TrustBooks/reviews/)

Ease of use

4.9

Functionality

4.9

Value for money

4.9

Customer support

5.0

Price starts from

Price starts from

$99Per User, Per Month

-   Free version
-   Free trial

Price starts from

$49Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Actionstep's specialized legal accounting platform helps growing and midsize law firms streamline back-office processes such as accounting, billing, trust, reporting, and more.

Best for

Small law firms and solo attorneys

## User reviews

Pros & cons

AA

Agustina A.

Owner

> "I will say that the platform is well organized and allows users to do Accounting without too much knowledge. When transitioning one of my..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6324288)

KA

Kendra A.

Lawyer

> "It is difficult to find information about which disbursements have been uploaded to files, undo old invoices, and see what has been..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6014087)

AB

Ann B.

Paralegal

> "The system is very intuitive when submitting time entries, which saves me a lot of time when putting my entries in at the end of the day."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6014070)

BR

Ben R.

HR Manager

> "Server crashes occasionally."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6626160)

Andrea Yarlyn Q.

owner

> "It is great, it provides me with a more secure and reliable way to manage and register third-party funds, which is very important."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___5039988)

NM

Neil M.

owner

> "We struggle with their support, and in particular with our needs which are higher volume, high number of matters per client, and multiple..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4645908)

TH

Tamara H.

Legal Assistant

> "I enjoy using the feature of selecting multiple invoices or dockets individually or all at once."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6014532)

AB

Ann B.

Paralegal

> "The "Help" feature is not every helpful in finding answers to these issues."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6014070)

NM

Nicole M.

Office Manager

> "We had a smooth transition from our old system to Soluno without missing a beat, all of our files and their settings and history carried..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4764040)

Andrea Yarlyn Q.

owner

> "The truth is that I have experienced delays in responses to my questions or technical problems."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___5039988)

AM

Alexander M.

Litigation Support Assistant

> "I like the sections at the top of the software, which allow me to easily switch from different tasks such as generating accounting..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4615875)

DV

Danielle V.

Law clerk

> "Inputting client information using cut and paste rarely works, leaves gaps in the client profile."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4624824)

JS

Jayne S.

Associate

> "Since we started with Soluno earlier this year, I have found it very easy to use, have greatly appreciated the customer service and..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6015503)

LA

Lora A.

LAWYER

> "PC Law had become outdated and unreliable. But it was intuitive. "

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6374761)

LH

Leslee H.

Owner

> "Excellent legal practice accounting software on the market today."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6549611)

TH

Tamara H.

Legal Assistant

> "I still do not understand an easy way to see a client's payment history"

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6014532)

AB

Ann B.

Paralegal

> "I also like that the entries can be edited (for the most part) even after they have been saved ."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6014070)

RL

Robert L.

Law Clerk

> "Freezes, and crashes quite a bit.- Information for client profile is sometimes hard to enter"

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4651299)

DV

Danielle V.

Law clerk

> "Love the excel and pdf feature for the ledger that allows me to quickly and efficiently create costs outlines."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4624824)

AM

Alexander M.

Litigation Support Assistant

> "However, the glitches need to be fixed."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4615875)

Holly P.

Partner

> "This is the BEST legal accounting software out there in my opinion!"

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6752921)

NM

Neil M.

owner

> "Unfortunately, despite the pain of the transition from PCLaw only a year ago, I am looking for other options."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4645908)

AB

Ann B.

Paralegal

> "Overall, I find Soluno to be intuitive and user-freindly for basic features such as time entry. "

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6014070)

NM

Neil M.

owner

> "None of these are particularly well supported by Soluno. "

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4645908)

JS

Jayne S.

Associate

> "Soluno's interface and ease of use is intuitive and user friendly, especially to people without a specific accounting background."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6015503)

SB

Stephanie B.

Office Manager

> "Sometimes, I wish there was a "help" button when you are trying to do something or perhaps if you can't save something on the screen (red..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___3576229)

KG

Khaled G.

Lawyer

> "I also like the calendar option that shows your billing for every day of the month."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4624696)

EZ

Elynne Z.

Paralegal

> "SENSITIVE CONTENT\] has noted it is not easy to figure out how to get reports or paste reviews of files/time postings."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___3561868)

AA

Agustina A.

Owner

> "I like Soluno and will recommend to any legal firm looking for Accounting software."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6324288)

NB

Nathalie B.

Owner

> "I don't find the tabs and the options that intuitive."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___3565737)

TM

Taylor M.

Law Clerk

> "It is functional, easy to use and most importantly easy to access from any office site."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___6022985)

PS

Paridokht S.

Financial Controler

> "This software is not flexible as the other accounting software."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___3562937)

ND

Nicholas D.

Professor

> "Soluno also offers excellent integration options with Microsoft Office apps/services such as Outlook and we have had tremendous success..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___3136853)

GR

Gail R.

Law Clerk / Office Manager

> "Also reports are difficult to locate in Soluno."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___3412138)

AM

Alissa M.

Legal Assistant

> "Soluno is very user-friendly, it is easy to maneuver through the different modes and reports and it provides all of the detail and..."

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___4610292)

RB

Raymond B.

Attorney

> "Billing function not that user friendly"

[See full review](https://www.capterra.com/p/187835/Soluno/#Capterra___3554276)

[View Reviews](https://www.capterra.com/p/187835/Soluno/reviews/)

SR

Stephanie R.

Managing Attorney

> "The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been received..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514592)

AR

Anna R.

paralegal

> "I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go forward..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514752)

MS

Matthew S.

Attorney-Managing Partner

> "We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio is a..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2517181)

SH

Stacey H.

Principal & Manager

> "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..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516528)

NS

Nathan S.

CPA

> "The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is very..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

DH

David H.

Partner

> "I have a hard time locating client files without going page by page until I find their name. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

CS

Candace S.

Attorney

> "Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows me to..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2523308)

RF

Randall F.

Managing Partner

> "Integrations can be a bit quirky and UI inefficient at times."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514731)

MD

Marta D.

Attorney

> "The integration feature with LawPay has also been very helpful in keeping track of incoming payments."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514795)

DS

Devin S.

Paralegal

> "Only down side is it takes at least 24 hours for transactions to sync from Clio"

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514789)

LP

Lynn P.

Director

> "The program automates important record-keeping and reconciliation tasks that are important to complete regularly."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2529109)

JW

Jennifer W.

Attorney

> "The software kept getting confused as to which went where when it was imported from Clio."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514820)

RW

Robert W.

Partner

> "Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514602)

MC

Matthew C.

Attorney

> "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..."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515656)

DG

Dawne G.

Client Services Director

> "It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating it."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

NS

Nathan S.

CPA

> "There is a control in place that doesn't allow this, and I understand why, but I would change that if I could."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514753)

JM

Jim M.

Owner

> "It's very convenient to be able to access my account from any web browser on any device."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514823)

DH

David H.

Partner

> "Not thrilled with having to create a payee before paying the payee. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516792)

VG

Vanessa G.

President

> "It is much easier and allows for much less human error than other systems (like spreadsheets)."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2528759)

SE

Susan E.

Attorney

> "It is not as easy to share the accounting information with my CPA. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514569)

AO

Alexa O.

Office Manager

> "It gives me all the reports that I need, makes it easy to determine if I'm balanced."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2515438)

DG

Dawne G.

Client Services Director

> "Writing checks was a stressful activity."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2516372)

WF

William F.

Attorney

> "It has made managing our trust account so much easier - especially the quarterly reviews. "

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514585)

Dawn W.

President

> "They're very basic as well."

[See full review](https://www.capterra.com/p/145679/TrustBooks/#Capterra___2514570)

[View Reviews](https://www.capterra.com/p/145679/TrustBooks/reviews/)

## User interface

4.49 (104)

No images or videos  
provided by vendor

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Accounts Payable

150

Important

Accounts Receivable

120

Important

Actionstep Legal Accounting

Top features

33/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/187835/Soluno/#features)

TrustBooks

13/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/145679/TrustBooks/#features)

### Recognition

Actionstep Legal Accounting is recognized as a top-rated tool in 3 Capterra Shortlist reports

TrustBooks is recognized as a top-rated tool in 1 Capterra Shortlist reports

### Deployment & support

Actionstep Legal Accounting

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

TrustBooks

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Actionstep Legal Accounting

-   By Actionstep Software
-   Located in New Zealand
-   Founded in 2004

TrustBooks

-   By TrustBooks
-   Located in United States
-   Founded in 2014

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Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/18931-187835/CosmoLex-vs-Soluno)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.44 (1,045)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

$49/month

Price

$235/month

4.9

Features

4.4

4.9

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/145679-189398/TrustBooks-vs-QuickBooks-Online)

[Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/)[4.49 (104)](https://www.capterra.com/p/187835/Soluno/reviews/)

vs

[Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/)

$99/month

Price

$25/month

4.2

Features

4.3

4.3

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/120109-187835/Xero-vs-Soluno)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/)[4.39 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/)

$49/month

Price

$20/month

4.9

Features

4.3

4.9

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/145679-163115/TrustBooks-vs-Zoho-Books)

[Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/)[4.49 (104)](https://www.capterra.com/p/187835/Soluno/reviews/)

vs

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,475)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

$99/month

Price

$38/month

4.2

Features

4.3

4.3

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/187835-190778/Soluno-vs-QuickBooks-Online)

[TrustBooks](https://www.capterra.com/p/145679/TrustBooks/)[4.97 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/)

vs

[BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/)[4.50 (787)](https://www.capterra.com/p/141096/BQE-Software/reviews/)

$49/month

Price

Contact vendor for pricing

4.9

Features

4.4

4.9

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/141096-145679/BQE-Software-vs-TrustBooks)