# TrustBooks Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about TrustBooks Software - reviews, pricing plans, popular comparisons to other Trust Accounting products and more.

Source: https://www.capterra.com/p/145679/TrustBooks

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# 

 TrustBooks Software Review 2026: Features, Integrations, Pros & Cons

Last updated on February 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

TrustBooks

## What is TrustBooks?

Legal accounting software for law firms. \* Easy to use and built exclusively for law firms \* Track all activity at the client level \* Stay compliant with simple trust accounting

## What is TrustBooks used for?

[Trust Accounting](https://www.capterra.com/trust-accounting-software/)[Accounting](https://www.capterra.com/accounting-software/)

Overall rating

Based on 107 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$49

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for TrustBooks?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.trustbooks.com&name=TrustBooks)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### TrustBooks

5.0 (107)

VS.

[4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting Price

$49

Flat Rate, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (107)

Ease Of Use

4.6 (1,686)

Value For Money

4.9 (104)

Value For Money

4.5 (1,480)

Customer Service

5.0 (100)

Customer Service

4.7 (1,527)

## TrustBooks alternatives

[4.6 (784)](https://www.capterra.com/p/115613/MyCase/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

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

Starting price

$99.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.4 (3,273)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (205)](https://www.capterra.com/p/212371/Bill4Time/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/145679/TrustBooks/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

General Ledger

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Centralized accounting record which tracks all financial transactions

Trust Accounting

4.5 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Manage bookkeeping for client trust accounts

Bank Reconciliation

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Compare and match accounting/financial records with corresponding bank statements

Case Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Compliance Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

Financial Reporting

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Generate reports to assess the financial performance of an organization

TrustBooks 21 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Issue payments to third parties via checks

Track and manage adherence to policies for any service, product, process, or supplier

Reports that show customers their invoices, payments, and balance on the account

Alter the layout and content of reports

Electronically collect payments for goods or services

Convert data into a code for security

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage bookkeeping for client trust accounts

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.9 (107)

4.9

Based on 107 reviews

## Pricing

Value for money

4.9 (104)

Free Trial

[View pricing plan details](https://www.capterra.com/p/145679/TrustBooks/pricing/)

Tier One

$49.00

Flat Rate,Per Month

It includes:

-   Always Maintain Client Leaders
-   One-Click Reporting
-   State Bar Compliance
-   Worry-Free Reconciliations

Tier Two

$69.00

Flat Rate,Per Month

It includes:

-   Generate Legal Specific Financial Reports
-   Manage All Accounting Needs in One Software
-   Record All Activity for Your Firm Financials
-   Track Activity by Client

Tier Three

$199.00

Flat Rate,Per Month

It includes:

-   Dedicated CPA Overseeing Your Bank Reconciliations
-   Fix Any Issues Found During Reconciliations
-   Perfect for Attorneys Wanting Extra Accounting Support
-   Trustbooks Team Completes Your Bank Reconciliations

Value for money

4.9 (104)

4.9

Based on 104 reviews

## Integrations

[

Clio](https://www.capterra.com/p/105428/Clio/)[

8am LawPay](https://www.capterra.com/p/177253/LawPay/)

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.

## Support, customer service and training options

Customer Service

5.0 (100)

Support

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

Training

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

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (100)

5.0

Based on 100 reviews

## User reviews

Overall rating

5.0

Based on 107 reviews

Filter by rating

5(104)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

YO

Yasha O.

Attorney

Law Practice

### "I think TrustBooks is definitely worth the money, especially for people who handle their own books."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

October 6, 2022

So far so good. I have gotten assistance from customer support and they are more than willing to assist you through the process.

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.

Switched from

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Trustbooks is an "all in one" software where I am able to manage both my operating account and trust account.

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reasons for choosing TrustBooks

Trustbooks is an "all in one" software where I am able to manage both my operating account and trust account.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Rene L.

COO

Capital Markets

### "Me genera más confianza que Trustpilot, muy completa"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

7/10

September 9, 2022

Pros

Me gusta que se ven profesionales y de confianza, buena plataforma, fácil de usar y buena atención al cliente

Cons

Se podrian mejorar detalles en la usabilidad e imagen corporativa, atender más rápido.

Switched from

[Trustpilot](https://www.capterra.com/p/169618/Trustpilot/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DZ

Diana Z.

Owner/Attorney

Law Practice

### "TrustBooks"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 5, 2021

Pros

Best Trust Accounting Software!!! Makes keeping track of funds and reconciling super easy.

Cons

There is no general checking account option. I want to use this program instead of QuickBooks.

Switched from

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SG

Susan G.

Office Manager/Legal Assistant

Law Practice

### "Trustbooks Takes The Worry Out of Trust Accounting"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 28, 2020

I feel confident with Trustbooks. Trust accounting is of the utmost important in the practice of law. The ability of this product to oversee each entry as you input it is invaluable in the accuracy of our Trust accounting.

Pros

The entire Trustbooks system is so user friendly, that it is a pleasure to use every day. This application makes it virtually impossible to make an error in your trust accounting. We couldn't be more pleased with Trustbooks!

Cons

We couldn't be more pleased with Trustbooks!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PC

PATRICIA C.

Economist

Accounting

### "Comfortable"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 24, 2020

Pros

I like this software. My partners and me recommend Trustbooks because it's very easy and fast to operate

Cons

Sometimes it's difficult but my recommendation is have a good conection with wi-fi

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JW

Julie W.

Office Manager

Law Practice

### "Trustbooks review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 1, 2020

Very positive.

Pros

It's user friendly and helps us to be compliant with Trust account rules and regulations. Quick and friendly response for support.

Cons

Would like to see a feature where I can see in the transaction listing if the transaction has cleared the bank after reconciliation.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

PM

Pamela M.

Attorney

Legal Services

### "Trustbooks will change your life!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 1, 2020

Pros

So glad that I signed up for Trustbooks, it truly has changed the way I manage my trust account and makes reconciliation so simple and quick. Making sure my trust account is compliant with all Florida Bar rules is one of the most stressful areas of my practice and this tool eliminates that completely.

Cons

I wouldn't mind if Trustbooks could send me a reminder email if I haven't logged in each week.

Switched from

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

I still use Quickbooks for my regular accounting but it is not well suited for trust accounts

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BD

Barry D.

Bookkeeper

Accounting

### "Great Product"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 1, 2020

I have used TrustBooks since its inception for multiple Clients. It has been updated regularly to provide more functionality. It is very stable and easy to use. I strongly recommend it.

Pros

It is very usable. The reconciliation process is easy and the reports are easy to understand.

Cons

I would like to see a few minor navigation changes implemented to make data updating a bit simpler.

Reasons for choosing TrustBooks

The alternatives for my Clients were less scalable, less user-friendly, and would be more expensive on a monthly basis to use.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

QH

Quintina H.

Attorney

Law Practice

### "TrustBooks"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 1, 2020

Pros

Product is very easy to use. As a solo practitioner this software makes my life so much easier. The reconciliation process is done in a matter of minutes. The amount of time I’ve saved is priceless.

Cons

No changes to features at this time Na

Switched from

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Needed software that was more user friendly and less expensive

Reasons for choosing TrustBooks

Costs and recommended by state bar

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KL

Keil L.

lawyer

Law Practice

### "Attorney trust accounts made easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 25, 2020

Very favorable.

Pros

It is an easy way to organize your attorney trust accounts. Very straight forward. Similar to balancing a checkbook.

Cons

lining up printing checks. Had problems with printing checks.

Alternatives considered

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reasons for choosing TrustBooks

Easier to use

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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

Popular comparisons

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[Bill4Time vs TrustBooks](https://www.capterra.com/compare/145679-212371/TrustBooks-vs-Bill4Time)[Tabs3 vs TrustBooks](https://www.capterra.com/compare/2589-145679/Tabs3-Billing-vs-TrustBooks)[Sage Intacct vs TrustBooks](https://www.capterra.com/compare/76-145679/Intacct-vs-TrustBooks)[QuickBooks Online Advanced vs TrustBooks](https://www.capterra.com/compare/145679-189398/TrustBooks-vs-QuickBooks-Online)[CosmoLex vs TrustBooks](https://www.capterra.com/compare/18931-145679/CosmoLex-vs-TrustBooks)[MYOB Business vs TrustBooks](https://www.capterra.com/compare/145679-183867/TrustBooks-vs-MYOB-Business)[Zoho Books vs TrustBooks](https://www.capterra.com/compare/145679-163115/TrustBooks-vs-Zoho-Books)[BQE CORE Suite vs TrustBooks](https://www.capterra.com/compare/141096-145679/BQE-Software-vs-TrustBooks) 

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)