# Page 2 | TrustBooks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of TrustBooks ## Showing most helpful reviews Showing 26-50 of 107 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use YO Yasha O. Attorney Law Practice Used the software for: Less than 6 months ### "I think TrustBooks is definitely worth the money, especially for people who handle their own books." October 6, 2022 5.0 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. Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reason for choosing TrustBooks Trustbooks is an "all in one" software where I am able to manage both my operating account and trust account. 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. Review Source VR Verified Reviewer Attorney Law Practice Used the software for: 2+ years ### "Great software for busy attorneys!" November 18, 2020 5.0 As I said above, the software is a huge time-saver and stress-saver. I know my trust accounting is done correctly and it's easy to print trust ledgers for clients each month. The customer service is also top-notch - if I have a question or a problem, it is quickly addressed and fixed. No complaints! Pros TrustBooks makes my trust accounting so easy. I can reconcile my accounts in just a few minutes, I know my trust accounts are always in balance and never overdrawn. Basically, it saves me from mistakes I might have made otherwise. Makes my life much easier to not have to worry about trust accounting errors! Cons The integration with Clio is a little clunky, but I haven't tried to use it recently so it may have been improved since it was first released. Switched from [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) TrustBooks is better for trust accounting and has features QB doesn't, such as making sure I don't overdraw an account, balancing, reconciling, allowing for quarterly reconciliations - basically all the stuff the state bar requires. Quickbooks is great for basic accounting but it doesn't hold a candle to TrustBooks for trust accounting. Review Source DG Dawne G. Client Services Director Law Practice Used the software for: 2+ years ### "This is such a lovely product. If I could hug it, I would. " November 18, 2020 5.0 I believe we have subscribed to this product around five years. My first experience with IOLTA tracking before TrustBooks, was to try to keep track of the client accounts via an Excel workbook. It was a miserable attempt, as nothing was automatic and I had update things manually. Writing checks was a stressful activity. I learned about TrustBooks when it first came out. After the educational session, I insisted that the firm subscribe. It's the one of best software investments the firm has made as far as I am concerned. All you have to do is ensure that the data is correct- deposits, checks etc. 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. I have entered the matters manually, but have started to allow imports from Clio to save some time setting up new matters. I've had relatively few technical issues with the software, but those few were addressed swiftly. Pros Hands down- its ease of use and peace of mind. It keeps track of every account in the IOLTA account. You can import Client and Matter data from Clio and LawPay. It has check printing capability, it's easy to reconcile, it provides many of the Bar-required reports automatically. I used to stress over each check written, double and triple checking to ensure that the client balance was enough to cover the check. Now, it will not allow me to write a check more than the balance. Cons Only a couple niggles- when the matters are imported from Clio, the client is sorted alphabetically by First Name, not Last. Also, there is a side control bar that doesn't have a minimize option. Since I have a couple of screens open on my computer at once, I'd love to be able to see more of the working screen. Review Source MC Matthew C. Attorney Law Practice Used the software for: Less than 6 months ### "Game Changer! Easiest Business Decision Ever!" November 18, 2020 5.0 Superb experience. Our law firm has been around for over 45 years so bookkeeping and reconciliation of trust books were quite set in stone though out of date and painfully inefficient. Plus, we believe in having an independent third party service provider to check our reconciliation and it was expensive and not timely. We were often behind on our reconciliation requirements which means trouble! Trustbook did a great job of switching us over without any delay. The monthly cost for Trustbook is a bargain for what we were paying the CPA to check behind us! I wish that we switched over to Trustbook years ago! That is my only regret! Pros Easy to learn and easier to use! Very practical and simplistic in terms of input and updating. Takes just a few minutes per day to keep the trust account ledgers up-to-date and end of month reconciliation by Trustbook staff is quick and painless! I like everything about this web-based program. Cons My other business software provides me with telephonic tech support so I get quick real-time problem shooting and feedback. Trustbook is email based tech support and replies are always helpful but not as immediate as I would like. 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 much else to learn hereafter. Reason for choosing TrustBooks Demo with Trustbook blew me away and endorsement of my statewide bar association weighed in my decision. Price too was very reasonable! Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Quickbooks is not designed for a law practice with multiple trust accounts so it was a nightmare to use and reconcile. The time that I save between Trustbook and Quickbooks are measured in hours per month and in just minutes. Trustbook is made for lawyers! Review Source SH Stacey H. Principal & Manager Accounting Used the software for: 2+ years ### "TrustBooks saved myself and my clients time and money!" November 18, 2020 5.0 My experience has been great! Whenever I get a new Lay Firm client that wants me to provide trust accounting services I recommend and require them to have a TrustBooks subscription. All my Law Firm clients have this software and love it! Pros This software took several extra steps out of the trust accounting process regarding the three way reconciliation. Before I was using multiple software platforms and now I just use this one. It is a major time saver! Especially for the cost! Cons 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. Reason for choosing TrustBooks I trust that TrustBooks keeps up with the local state requirements and rules for Trust Accounting to keep us in compliance with each State Bar! Switched from [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Switching from QuickBooks eliminated several steps and using other software, like Microsoft Excel, to maintain an accurate three way reconciliation. Review Source BD Betsy D. Office Manager\` Law Practice Used the software for: 2+ years ### "TrustBooks for a small practice" November 17, 2020 5.0 Could NOT get by without it. Honestly the easiest program I've ever used. Pros Easy to use. Very clear. I was up and running on the day I purchased the software. Reconciliations are a breeze. Have not had much need for customer support- maybe three times in a 4 years. Has been fast, friendly, and effective each time. Cons It automatically logs off after being idle for a certain period, (for security purposes) so I have to login in often. Alternatives considered [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reason for choosing TrustBooks After watching demos and speaking with a TrustBooks rep who walked me through all the features, I felt this was the best option for us. And it truly has been. Review Source SH Samuel H. Attorney Legal Services Used the software for: 2+ years ### "The Best Trust Accounting Software for Attorneys" November 17, 2020 5.0 I did a lot of research before buying TrustBooks a few years ago, and I am glad that I found it. Pros The best feature of TrustBooks is that it performs the Three Way Reconciliation that is required every month in my jurisdiction. In addition, there is a place to certify or sign the completion of the monthly reconciliation, which is also required by the state bar rules. Since all of the financial data and monthly reconciliations are stored in the cloud, I don't have to worry about my law firm being destroyed by a fire, a flood, or a hurricane and the loss of all of the trust account information. It is easy to generate a check, and the software prevents you from accidently writing a check that brings the client balance below zero dollars. Cons TrustBooks can sync with Clio, but it does not sync with the case management software that I use in my practice. However, none of the other trust accounting software programs can sync with my case management software. Review Source LT Lisa T. Office Manager Legal Services Used the software for: 2+ years ### "Trust Accounting made EASY" November 17, 2020 5.0 Exceptional... and if you ever have any problems, these guys are a phone call away!! Our office likes this product so much that we recently purchased a second version for our 2nd office in an additional county. You definitely get your money's worth with this product. Pros There are several things I LOVE about this program. 1). Ease of entering information; 2). Capability of writing one check to one payee for multiple clients (such as Clerk of Court for traffic costs); 3). Ease of printing checks from software with client identification at bottom; 4). Superb bank reconciliation detailed reports, including three-way reconciliation; 5). Ability to print of a client's ledger by itself; 6). Ability to "Archive" cases when closed, but not totally delete them, and 7). Best is the quarterly report that is done thru this software (the report required by NC State Bar) Cons I wish you could pull up a check by check number instead of client name. Review Source MK Maggie K. Attorney Legal Services Used the software for: Less than 6 months ### "I really like this product" November 17, 2020 4.0 TrustBooks has saved us HOURS of staff time every month. Our books are up to date at all times. It also nearly eliminates the chance of overdrawing your trust account. Pros We previously used Excel Spreadsheets to keep our trust account. We had to manually type out our checks, then add them to the Excel sheet at the end of the month. With TrustBooks we print our checks right from the system, which means our books are always up to date. As long as you print your checks from Trust Books, there is NO WAY you can overdraft your trust account. TrustBooks saves us a tremendous amount of time and money. It is really the best subscription we have. Cons There are some changes I would like to see to the program. 1. The ability to change the layout of your checks. (we wanted TrustBooks to print "VOID AFTER 90 DAYS" on our checks and we can't. Also, we prefer the check in the middle style, and you can only use the check on the top style. Plus if you get checks from a place like WalMart, the alignment is a little wanky and you can't manually change it. 2. I wish maneuvering in the system was a little easier. If I look at an account ledger and open an item in that ledger, when I close the item, it does not take me right back to the ledger. Finally, I wish I could do batch entries, so perhaps 10 checks without having to switch screens between checks. Over all though, these items are NOT deal breakers, only ways that they could improve their product. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) To save time and money, and so our books would be up to date all the time. Review Source Gigi G. Principal Attorney Law Practice Used the software for: 2+ years ### "Never worry about your trust account ever again" November 20, 2020 5.0 Excellent. I recommend it to every attorney I know. The Team plan is worth every cent because they perform your monthly reconciliations for you and email you when they're done and ready for your review. All you have to do is review and sign and you're done. They also email you reminders when a client's ledger goes to $0 so you can send that to the client. If you use Trustbooks, you will never fear getting your trust account audited ever again. Pros I love the team plan where Trustbooks performs my monthly reconciliations for me and I just review and sign off on them. It is worth every penny and the peace of mind it gives me is priceless. Cons Nothing. It's extremely stream-lined and user-friendly and they're constantly adding new features. Switched from [Xero](https://www.capterra.com/p/120109/Xero/) Trustbooks is customized specifically to comply with your state bar's trust accounting rules, so you don't have to worry about anything. Review Source DC Damon C. Attorney Law Practice Used the software for: 2+ years ### "Excellent Trust Accounting Software" November 17, 2020 5.0 I've been using the product for more than two years. Fantastic. Pros Trustbooks is the best solution I've found to ensure that my trust accounting is accurate, and remains in compliance with Bar rules. In the past, I've attempted to use Excel and Quickbooks. Excel is prone to all kinds of errors. Quickbooks is far too complicated for trust accounting, and that confusion can introduce errors. Trustbooks is developed by an accountant who specializes in legal accounting, and in ensuring that people comply with Bar rules. The software is specifically focused on helping you avoid errors that could then cause problems later on. While it can be used by accountants, it's so simple that lawyers or non-lawyer entrusted with trust accounting duties and who have no background in accounting are prevented from making mistakes. Cons Nothing. The software is great and news features are added periodically to improve its functionality. Switched from [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) Quickbooks is good accounting software, but far too complex for trust accounting. And Quickbooks doesn't have built in rules to help you remain bar compliant. Review Source SR Stephanie R. Managing Attorney Legal Services Used the software for: 2+ years ### "Easy to Use and Keeps Things Simple" November 17, 2020 5.0 Pros 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. With people working in multiple locations and remote workers, I don't know how we could keep things straight without a program like this on the cloud. Cons No complaints. I have had a very good experience with this software. Switched from [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) We wanted a stand alone program that wasn't overly complicated where we could create multiple property files for the same user to trace funds spent per project for clients Review Source pG pamarah G. Dir., Attorney Law Practice Used the software for: 2+ years ### "TrustBooks" November 17, 2020 5.0 TrustBooks has been good to use from day one. The set up was easy and the process understandable. The customer service has been excellent. I receive very fast and personal answers to any questions I ever have. Pros It is very easy to use and fits our needs perfectly for the NC State Bar requirements of accountability. Cons That we have to pay for each user instead of just the whole office, but that is pretty standard in the industry. We are a small office, but we can fit it into our budget. Reason for choosing TrustBooks I did not need a complicated software package that did a lot of other things other than Lawyer Trust account accounting. I needed something that tied into exactly what the NC State Bar required. I needed something affordable. I needed something that was easy to use and understand. It is an enormous time saver and gives our office peace of mind that we are well within our Bar requirements with our Trust account. Review Source DH Dick H. Partner Law Practice Used the software for: 2+ years ### "Trust Accouinting Made Easy" November 17, 2020 5.0 The time less spent handling the trust account. Pros The ease in entering the deposits, payments and end of month reconciliation. This software has made my life livable and I sleep at night over the trust money we have. We can tell most anytime exactly the client's balance - between the entries - and we have the ability to tell this to the client when need be. And it syncs with our credit card software, which again is comforting. Cons That we cannot sync with our bank yet. This is a new feature but only with certain banks, not ours. Reason for choosing TrustBooks I did not consider an alternative product. Review Source SG Susan G. Office Manager/Legal Assistant Law Practice Used the software for: 2+ years ### "Trustbooks Takes The Worry Out of Trust Accounting" December 28, 2020 5.0 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 EB Earline B. Trust Account Manager Law Practice Used the software for: 2+ years ### "My BEST friend at work is TrustBooks!" November 17, 2020 5.0 Pros I have used TrustBooks for over three years now and love this software. It is very user-friendly; and as a daily user of TrustBooks, it has definitely made my job less labor intensive. The monthly three-way reconciliations are no longer a dreaded task. The safeguard that will not allow you to pay out more money than the client has is truly a stress reducer. TrustBooks is my BEST friend at work! Cons Onboarding does take time (depending on your clients/matters) but it is well worth it once you are up and running. Review Source DH David H. Partner Law Practice Used the software for: 2+ years ### "Excellent Product" November 18, 2020 5.0 I like it. It makes tracking client funds easier. Pros Software works exactly as it is suppose to work. It keeps accurate records. Print outs are easy to read and understand. Cons I have a hard time locating client files without going page by page until I find their name. Not thrilled with having to create a payee before paying the payee. Wish the print was larger. All of these are probably issues that I could fix if I studied the program but I am a plug and play guy. Review Source RS Ron S. Attorney Law Practice Used the software for: 2+ years ### "Trustbooks is the only way that responsible professionals should manage their trust account." November 18, 2020 5.0 When I purchased Trustbooks, my accounts were a mess. \[SENSITIVE CONTENT HIDDEN\], the \[SENSITIVE CONTENT HIDDEN\] of Trustbooks, personally took the time to help me integrate Trustbooks into my practice. He helped onboard our data, and to balance our accounts. On the few occasions that I have needed help with a feature in Trustbooks, I have gotten a response within a couple of hours. Trustbooks staff are knowledgeable, and they care about their customers! Pros Trustbooks is easy to use, affordable, and their customer service is fantastic. Cons I have nothing negative to say about this product. Review Source EC Emily C. Financial and Legal Operations Manager Law Practice Used the software for: 2+ years ### "Excellent Service" November 17, 2020 5.0 User friendly. Support staff is always quick to respond and produce our recons. Pros Our office uses TrustBooks on a daily basis. \[SENSITIVE CONTENT HIDDEN\] and his team reconcile our accounts each month as well. The system is very user friendly, and reports from the recons are easy to read. The support team is always quick to respond to any questions or issues that our office has. Cons There are no cons that I can think of at this time. Review Source AH Andrea H. HR Manager Law Practice Used the software for: 1-2 years ### "Time Saver" November 17, 2020 5.0 I was skeptical at first but after the first walkthrough, I was sold. Our prior process of monitoring our client's trust account was complex and prone to user error. With Trustbooks the work is much more mainstream and user-friendly. It has literally saved me so many hours. It is also really easy to navigate and search for a client balance within seconds. Transferring money has also become a breeze by allowing you to export all your active matters into an excel spreadsheet. Pros I love the ease and integration from LawPay. The program has saved me a lot of time and money. Cons I wish TrustBooks would allow for a smooth integration with our bank. Review Source VR Verified Reviewer Attorney/Owner Law Practice Used the software for: 2+ years ### "Trust Account Insurance!" November 17, 2020 5.0 I have used TrustBooks for the last several years in conjunction with our QuickBooks. I print trust checks from within TrustBooks and perform all my trust accounts reconciliations in TrustBooks. Highly recommend!! Pros Simple, easy to use the software, and immediate customer response from the company. Cons I have no complaints about TrustBooks. Review Source OG Oliver G. CEO, President Law Practice Used the software for: 2+ years ### "TrustBooks is very user friendly" November 17, 2020 5.0 Good experience, very satisfied. Pros Very user friendly, ease of compliance reports and clear layout. Cons I cannot think of anything that I do not like about the software. Reason for choosing TrustBooks Customer Services Rep was great to work with, ease of use and reports, and ease of navigation/use. Review Source JD Jeremy D. Attorney Law Practice Used the software for: 2+ years ### "Must have for easy trust account compliance/ reconcilliations!" November 20, 2020 5.0 Tom and his team are always responsive if I have a question or make a mistake and need help. Pros Prior to finding Trustbooks, I was spending 4-6 hours per month to perform my required monthly trust account reconciliations. With trustbooks, I now spend 4-6 minutes per month! Cons I would love to see a regular accounting module added. The creators of Trustbooks understand what a lawyer needs from accounting and builds their tools to serve that need specifically. Reason for choosing TrustBooks Trustbooks is user -friendly, easy to use and helps me catch any mistakes I make. It is my favorite software after 6 years of running my own practice! Review Source FR Fausto R. Managing Attorney Law Practice Used the software for: 2+ years ### "Worth every penny" November 17, 2020 5.0 Pros This software has enough functionality to allow us to remain compliant with the Florida Bar ethics rules surrounding trust accounting. Cons It does not integrate with Practice Panther, but I understand that may be coming shortly. Review Source DZ Diana Z. Owner/Attorney Law Practice Used the software for: 1-2 years ### "TrustBooks" January 5, 2021 5.0 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. Review Source Similar Products Featured