--- title: "TrustBooks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TrustBooks Software - reviews, pricing plans, popular comparisons to other Trust Accounting products and more." source_url: "https://www.capterra.com/p/145679/TrustBooks/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # TrustBooks Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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/) Top alternative Featured 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 Free version not included 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... ## 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 (1,751)](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 (1,746) Value For Money 4.9 (104) Value For Money 4.5 (1,536) Customer Service 5.0 (100) Customer Service 4.7 (1,586) ## TrustBooks alternatives [4.4 (3,333)](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 (210)](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 [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (550)](https://www.capterra.com/p/147413/LEAP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/147413/LEAP/) [View all alternatives](https://www.capterra.com/p/145679/TrustBooks/alternatives/) ## FAQs about TrustBooks Overview ### What problems does TrustBooks solve? TrustBooks solves error-prone, time-consuming legal trust accounting by maintaining client ledgers, preventing disbursements that exceed available funds, and simplifying monthly three-way reconciliations. It also produces bar-required reports, supports check printing, and tracks deposits and payments. Solo attorneys, law firm administrators, bookkeepers, and outside accountants benefit from clearer balances, audit-ready records, and reduced manual spreadsheet work. Answer based on 77 reviews Overview ### Which roles and teams benefit most from TrustBooks? TrustBooks is most used by attorneys, managing attorneys, and law firm partners who track client funds, reconcile trust accounts, and maintain records for compliance. Office managers, administrators, paralegals, and trust account managers handle daily entries and reporting, while owners, presidents, finance managers, and bookkeepers oversee firm finances and account accuracy. Answer based on 107 reviews Overview ### What company size and specific industries is TrustBooks built for? TrustBooks is designed for small law firms and solo attorneys, making it a fit for legal practices that need accounting and trust bookkeeping support. It targets very small businesses in the legal services sector rather than mid-market or enterprise organizations. Features and Usability ### What are the key features of TrustBooks? TrustBooks includes core trust accounting, financial management, audit trails, encryption, and customizable reports. Its most-discussed capabilities are three-way bank reconciliation, client and matter balance tracking, compliance reporting, check writing, and client ledgers. It also supports integrations with Clio and LawPay for importing matter data and tracking incoming payments. Answer based on 38 reviews Pricing ### How much does it cost and what fees or limitations are included? TrustBooks starts at $49 per month for the flat-rate Tier One trust accounting plan, with a free trial available. Tier Two costs $69 monthly for firm and trust accounting, while Tier Three costs $199 monthly and includes bank reconciliations by the TrustBooks team. Reviewers find it affordable, though one low-volume firm considered the price high. Answer based on 17 reviews Integrations ### Which third-party tools and platforms does TrustBooks integrate with? TrustBooks integrates with Clio for legal case management and with 8am LawPay for payment-related client and matter data imports. Reviewers frequently confirm Clio synchronization, including matter imports and transaction syncing, while official catalog data lists both Clio and 8am LawPay as supported third-party platforms. Answer based on 22 reviews Getting Started and Support ### How easy is it to onboard and train a team on TrustBooks? TrustBooks offers in-person training, live online sessions, webinars, and documentation. Reviewers report that solo practitioners and staff with basic bookkeeping knowledge often learn the system quickly, aided by tutorials and support during setup. Teams new to trust accounting or software administration may need more time to understand workflows, and some reviewers want improved training. Answer based on 19 reviews Getting Started and Support ### What customer support options does TrustBooks offer, and how do users rate the experience? TrustBooks offers email/help desk support, an FAQ/forum, and chat. Users generally describe support as prompt, knowledgeable, personal, and helpful during setup, reconciliations, and troubleshooting. Several report responses within hours or faster, while one reviewer found email-based assistance helpful but less immediate than desired for real-time problem solving. Answer based on 33 reviews Reconciliation ### How well does TrustBooks handle trust account reconciliation? TrustBooks simplifies monthly and three-way trust-account reconciliation with compliance-focused workflows, clear reports, and sign-off options. Law firms and accounting professionals value faster bank-statement matching, cloud record access, and Clio synchronization. Some users want clearer cleared-transaction status, expanded document storage, and fewer restarts after correcting synced records. Answer based on 38 reviews ## Features AI summary Based on 434 Trust Accounting reviews Capterra reviewers highlight these features as the top priorities when choosing trust accounting software: - **Billing & Invoicing** (**78%** of reviewers rated this feature as critical) - **Accounting** (**70%**) - **Case Management** (**64%**) TrustBooks includes **Accounting** and **Case Management**, so it covers two of the three features buyers rate most highly. However, it does not offer **Billing & Invoicing**. Instead, the product provides **Compliance Management** (**76%**), another feature reviewers consider highly important. Together, these capabilities help law firms track financial records accurately, organize matter-related work, and stay aligned with trust accounting requirements, helping businesses maintain oversight and reduce administrative risk. 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 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 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 ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Check Writing: Issue payments to third parties via checks - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customer Statements: Reports that show customers their invoices, payments, and balance on the account - Customizable Reports: Alter the layout and content of reports - Electronic Payments: Electronically collect payments for goods or services - Encryption: Convert data into a code for security - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Trust Accounting: Manage bookkeeping for client trust accounts - Workflow Management: 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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