# TrustBooks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is TrustBooks the right Trust Accounting solution for you? Explore 107 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/145679/TrustBooks/reviews --- TrustBooks 5 (107) [View alternatives](https://www.capterra.com/p/145679/TrustBooks/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated February 13th, 2026 # Reviews of TrustBooks Ease of use 4.9 Customer Service 5.0 ## Pros and Cons in Reviews SR Stephanie R Managing AttorneyLegal Services, 2 - 10 employeesUsed the software for: More than 2 years. “The trust ledger capability allows us to access data within seconds and provide a copy to any client of exactly what has been received and paid out of their account. “ November 17, 2020 AR Anna R paralegalLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “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 and can really mess things up if you aren't careful. “ November 17, 2020 MS Matthew S Attorney-Managing PartnerLegal Services, 2 - 10 employeesUsed the software for: 6-12 months. “We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio is a smooth weekly (for us) process.“ November 18, 2020 SH Stacey H Principal & ManagerAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “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 they all seem to do this so it must be the way that they have to be due to coding.“ November 18, 2020 NS Nathan S CPAAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is very helpful for that situation.“ November 17, 2020 DH David H PartnerLaw Practice, 2 - 10 employeesUsed the software for: More than 2 years. “I have a hard time locating client files without going page by page until I find their name. “ November 18, 2020 CS Candace S AttorneyLaw Practice, Self-employedUsed the software for: Less than 6 months. “Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows me to upload my statements for easy reference! “ November 22, 2020 RF Randall F Managing PartnerLegal Services, 2 - 10 employeesUsed the software for: 1-2 years. “Integrations can be a bit quirky and UI inefficient at times.“ November 17, 2020 ## Showing most helpful reviews Showing 1-25 of 107 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Stephen S. Principal Attorney Law Practice Used the software for: 6-12 months ### "Great Trust Accounting Platform with Room to Grow" July 10, 2018 5.0 Trustbooks provides basic attorney trust account record keeping. There is room to grow, but the primary benefit is basic record keeping. Pros Trustbooks is basically the only real game in town when it comes to attorney trust account record keeping. It integrates with Clio and LawPay, which makes things easier. It performs all the basic functions necessary to maintain accurate attorney trust account records. Cons Trustbooks has room to grow. For starters, there is no abilities to upload bank account statements for e-storage upon reconciliation. There is no way to upload for e-storage scans of checks as required in some states. Reporting could be improved and expanded upon. Review Source SD Stephanie D. Finance Manager Law Practice Used the software for: 2+ years ### "Trustbooks for Life!" November 18, 2020 5.0 I use TrustBooks daily. Support answers my questions quickly and keep me updated. Reconcilations are a breeze...all I have to do is review them! TrustBooks really is the answer to my trust account prayers! Pros Trustbooks is so easy to use. You can't fail with this software. They have created it as the most user friendly, no-fail product. The TrustBooks support team transferred all my data over and got us set up without me lifting a finger. I can't say enough how much easier and stress-free my job is with TrustBooks. Cons There is not a downside to using TrustBooks. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Quickbooks was not set up to manage trust accounts. Review Source NJ Nikeisha J. Attorney Legal Services Used the software for: 2+ years ### "Best Trust Account Software" November 17, 2020 5.0 The staff is always accessible to answer your questions and the software is very user friendly. Pros This is easy to use and the features are targeted to just Trust Accounting unlike other software that is not specifically made for Trust Account. It makes it easy to comply with the bar rules for reconciliation. Cons Nothing, the product is user friendly and have great staff. Alternatives considered [Cleo Integration Cloud](https://www.capterra.com/p/123016/Cleo/) Reason for choosing TrustBooks This product was specifically designed for Trust Accounting. Review Source PB Pamela B. Owner Accounting Used the software for: 1-2 years ### "WOW!" November 17, 2020 5.0 No problems whatsoever and I highly recommend this software Pros As an independent accounting firm, I handle the Trust accounts for two law firms. Prior to finding Trustbooks I was using a substantially more expensive package that had fewer features and wasn't nearly as user friendly. Navigating within the program is very easy and the support I got in the initial set-up was amazing. I emailed for help and got a phone call within 15 minutes on a Saturday!!! My attorney clients are very pleased with the reports generated and the 3-way reconciliation insures we stay in NC Bar compliance. Cons Everything is terrific. No problems whatsoever. Switched from [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) Price, quality of the software and the terrific support. Review Source AP Annette P. Paralegal Legal Services Used the software for: 2+ years ### "TrustBooks is a time saver." November 17, 2020 5.0 Reconciliations are a breeze and has cut my time down significantly. I really like the way it is set up to make sure you are in compliance with the N.C. State Bar Rules on trust accounting. Pros We switched from QuickBooks to TrustBooks and the transition was simple and easy. Cons I wish there was a way to print a report for active and inactive ledgers in one report. Reason for choosing TrustBooks n/a Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) To make reconciliations comply with N.C. State Bar Rules on trust accounting. Review Source LH Lora H. Attorney Law Practice Used the software for: 1-2 years ### "Trustbooks is a great choice for trust account management" November 17, 2020 5.0 My experience with Trustbooks has been positive. Technical support was very helpful in setting up my account and establishing the connection to Clio. Trustbooks is open to suggestions for improvement and works to ensure you are satisfied with the product. Pros Trustbooks integrates with Clio and has the ability to generate monthly and quarterly reports necessary for trust account compliance. Cons Trustbooks could expand the selection of check printing templates, and occasionally there is a lag when syncing with Clio. Alternatives considered [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Reason for choosing TrustBooks Trustbooks is optimized for trust account management and easy to learn. Review Source CL Catha L. Attorney & Managing Member Legal Services Used the software for: 1-2 years ### "Trust Accounting Made Easy" November 17, 2020 5.0 My overall experience has been very positive. Pros As an attorney, I am required to perform three-way reconciliations for my client accounts every month. Trustbooks has greatly decreased the time I spend on doing this task. I also like that it integrates well with Clio. Cons Nothing. Trustbooks works well. I have no complaints. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Quickbooks is not well suited for the legal industry or trust accounting generally. Review Source RF Randall F. Managing Partner Legal Services Used the software for: 1-2 years ### "Highly recommended" November 17, 2020 5.0 A must for trust accounting. Pros Full featured and constantly improving. Cons Integrations can be a bit quirky and UI inefficient at times. Alternatives considered [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Reason for choosing TrustBooks Specific to trust accounting. Like that it was based in our home state (NC). Review Source QH Quintina H. Attorney Law Practice Used the software for: 6-12 months ### "TrustBooks" December 1, 2020 5.0 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 Reason for choosing TrustBooks Costs and recommended by state bar Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Needed software that was more user friendly and less expensive Review Source DS Devin S. Paralegal Legal Services Used the software for: 6-12 months ### "Trustbooks is FABULOUS" November 17, 2020 5.0 Wonderful. Ease of use, check printing, reconciling, etc. Pros Very easy to use. Only the necessary components and no unnecessary extras. Syncs with our client database well. Cons Only down side is it takes at least 24 hours for transactions to sync from Clio Reason for choosing TrustBooks Easy and straightforward Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) New case management system did not sync well with quickbooks Review Source BH Brandee H. Office Manager Legal Services Used the software for: Less than 6 months ### "TrustBooks Review " November 18, 2020 5.0 Very easy to use. Pros I like that I get an email when a client's balance is low. I also like that the reconciliation reports are easy to run. I also like that I can click on any client and see the ledger. Cons I would like to be able to view multiple client ledgers at a time. Reason for choosing TrustBooks This product was recommended to us. We did the trial and really liked the software. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) We wanted to separate our operating account and trust account software. We did not use many of the features in quickbooks. Review Source SE Susan E. Attorney Law Practice Used the software for: 1-2 years ### "Excellent for Trust Account Reconciliation" November 17, 2020 5.0 I use Trustbooks for my monthly and three-way Trust Account reconciliation. Pros I am thankful for how fast and efficient Trust Account reconciliation is with this program. It's been a huge upgrade from Quickbooks. Cons It is not as easy to share the accounting information with my CPA. I have to provide him with my username and password each time. Reason for choosing TrustBooks The customer support with TrustBooks was great and they assisted me in getting set up. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) I did not like Quickbooks and it was easy to make errors. Review Source MD Marta D. Attorney Law Practice Used the software for: 2+ years ### "Essential for any firm that has IOLTA accounts" November 17, 2020 5.0 We've been very happy with Trustbooks. It is easy to use and on the few occasions where we've had some issues (due to our errors), customer support has been available to quickly resolve the problems. Pros I love how easy it is to reconcile our IOLTA accounts and have accurate information about how much each of our clients has in their accounts. The integration feature with LawPay has also been very helpful in keeping track of incoming payments. Cons I haven't had any negative experiences with the software. Reason for choosing TrustBooks I could not find any comparable product. Review Source RW Robert W. Partner Law Practice Used the software for: 1-2 years ### "An Efficient, Cost Effective Solution to Trust Accounting" November 17, 2020 5.0 Our office is very pleased. Trust accounting using this program is one less thing to worry about, allowing us to focus on our practice rather than the administrative tasks. Pros TrustBooks has really streamlined our accounting process. What used to take hours a month now takes minutes. Reconciliations are now something to look forward to as it comes out perfect every time. Cons The only lacking feature was how to handle bounced deposit checks. We obviously did not want to delete the entry, but it has to be accounted for when a check we deposit fails to clear. The workaround was to create a fictitious payee called "bounced check". Review Source JM Jim M. Owner Law Practice Used the software for: 1-2 years ### "Legal Trust Accounting Made Easy" November 17, 2020 5.0 Very positive. Pros Formerly used QuickBooks. The program is very easy to set up and easier to use. It's very convenient to be able to access my account from any web browser on any device. Also, the monthly reconciliation is a snap. Cons No downside at all to using this product. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Cost and ease of use. Review Source A&K Adam & K. Owner/Attorney Legal Services Used the software for: 2+ years ### "Great Software and Support" November 17, 2020 5.0 Excellent. Support is great as well. Pros This software makes staying compliant with trust accounting rules/regs a breeze Cons It took some time to learn the 'lay of the land' but that is to be expected when implementing any new software. No major complaints. Review Source SM Samantha M. Attorney Law Practice Used the software for: 2+ years ### "The Best Trust Accounting Software" November 19, 2020 5.0 TrustBooks has made trust accounting a breeze. I love using it. Pros TrustBooks is easy to use and very user friendly. When I run into an issue, customer service is prompt and helpful. Cons I wish I could filter by client last name. Review Source JH Jason H. Attorney/Owner Law Practice Used the software for: 2+ years ### "Best trust accounting software out there" November 17, 2020 5.0 everything about the software is top notch. Pros The ease of use, it almost completely automates the trust accounting process. Cons There are absolutely no cons that I can think of. Review Source NH Nan H. Attorney Law Practice Used the software for: 2+ years ### "Lifesaver" November 17, 2020 5.0 From the day we signed up, Trustbooks' support team has been awesome. Their assistance in the conversion from our old pencil and paper system was amazing. The CLE offerings have been informative and beneficial. And, the overall ease of use of the program is a godsend and an amazing timesaver. Pros Having few accounting skills, the ease of entering information and reconciling our trust account are essential to my mental health. Cons It would be helpful to have a "notes" option for those entries that would benefit from a bit of explanation in the event an audit occurs. Review Source DM Duane M. Attorney Law Practice Used the software for: 1-2 years ### "Best purchase we have made " November 17, 2020 5.0 Perfect! Pros Ease of use and TrustBooks assistance in transferring all of our trust accounts to the system for a seamless change from traditional Quick Books. Real time saver and very easy to use. Cons Nothing it has been all we could ask for and more Review Source AU Arlene U. attorney Law Practice Used the software for: 1-2 years ### "I have the computer skills of a troglodyte" November 19, 2020 5.0 It has been a very positive experience. Didn't need the training wheels on long. Pros It is relatively easy to use intuitively. Having said that, the most important thing to me is the customer service. I had to learn to use this software on my own and within a short time frame. \[SENSITIVE CONTENT HIDDEN\] held my hand (sometime almost daily) and walked me through the process that one faces when trying to learn a new software program. I felt that he was always happy to help and responded quickly, sometimes at hours I didn't expect. Cons When on the first try the reconciliation didn't work Reason for choosing TrustBooks From the description on the Florida Bar website this software seemed it could do all the things I was looking for. I was looking for a basic trust accounting system that was easy to use. Not interested in a lot of bells and whistles that takes a lot of data input which also uses up a lot of time. Review Source KK Kenneth K. owner Law Practice Used the software for: 2+ years ### "TrustBooks is a great help" November 17, 2020 5.0 Very good, well worth the money. Pros Reduces significantly the chance of error and automates much of the administrative requirements, while simple to use. Cons Really not much to dislike. While correcting a user error can be difficult, their customer support can really help. Reason for choosing TrustBooks Tried it, liked it, as it is customized to NC lawyers, so no reason to look further. Review Source JJ Jill J. Lawyer Law Practice Used the software for: 2+ years ### "TrustBooks for Family Lawyers" November 17, 2020 5.0 I use Trustbooks to manage all trust accounting and I love the ease and simplicity of working with them, then they report to the State Bar on my behalf. Customer support is responsive and helpful. Pros This software is easy to use and integrates smoothly with my billing software. Cons At first the software was not intuitive to me, but I've gotten the hang of using the software and now it works seamlessly. Customer support is very responsive and helpful, so that it's easy to get help anytime I have a question. Reason for choosing TrustBooks The Customer Support team was responsive and helpful. I have direct contact with their employees to answer all of my questions and they handle the reporting to the State Bar on my behalf. Review Source TA Theodore A. Attorney Law Practice Used the software for: 2+ years ### "Great trust account management software" November 17, 2020 5.0 Pros Ease of use; reports; reconciliation ease; ability to manage multiple accounts Cons I wish the program would sync with my bank accounts. Alternatives considered [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Review Source WF William F. Attorney Law Practice Used the software for: 2+ years ### "A Must" November 17, 2020 5.0 It has made managing our trust account so much easier - especially the quarterly reviews. Pros Trustbooks is made with the NC Rules of Professional Conduct in mind. It is made specifically to help attorneys stay compliant with our rules. Cons It would be nice to archive multiple matters in bulk Review Source Similar Products Featured