TrustBooks
TrustBooks is web-based accounting software for law firms and attorneys managing trust and firm finances.
What TrustBooks is
TrustBooks is web-based accounting software for law firms and attorneys managing trust and firm finances. It automatically creates three-way trust reconciliations and prevents client balances from going negative. Trust activity is linked to clients so their ledgers remain current. Tier Two adds firm operating-account activity, legal-specific financial reports, and client-level tracking of money received or paid. Tier Three adds reconciliation services for one bank account, fixes for issues found, and coverage for up to 100 transactions per month. Integrations include PracticePanther, bank accounts, LawPay, and Clio. PracticePanther data can be imported, while LawPay transactions can be associated with clients and used for Quick Bills. Custom Reports can be exported as PDF or CSV. Email and phone support is available, including legal accounting assistance with onboarding and reconciliation projects.
Good
- Automatic three-way trust reconciliations
- Prevents negative client balances
- Client-linked trust ledgers
- Integrations with legal and banking tools
- PDF or CSV report export
Watch out
- No free plan
- Tier Three covers up to 100 transactions monthly
- Additional users cost 10 USD per user monthly in Tiers One and Two
Who it suits
It is designed for law firms and attorneys needing trust compliance and, on higher tiers, firm accounting. The trial lets prospective users evaluate the service without a credit card.
Verdict
TrustBooks focuses on legal trust accounting, with higher tiers extending into firm finances and reconciliation services. Its tiered pricing, integrations, exports, and support cover varied accounting workflows, but there is no free plan.
Plans and prices
From TrustBooks's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| TIER ONE — Trust Accounting | $59 a month | State Bar Compliance · One-Click Reporting · Worry-Free Reconciliations · Always Maintain Client Ledgers · $59 per month |
| TIER TWO — Firm & Trust Accounting | $79 a month | Everything in Tier One · Firm financial activity · Legal-specific financial reports · Client-level activity tracking · $79 per month |
| TIER THREE — Bank Reconciliation Services | $249 a month | Everything in Tier Two · Reconciliations for one bank account · Fixes issues found · Up to 100 transactions per month · $249*per month |
The facts
Each one read from TrustBooks's own pages, with the date it was checked.
What it does
- Additional users
- The pricing page lists optional additional users at $10 per user per month for Tiers One and Two, with unlimited users in Tier Three.checked 5 Oct 2026
- Client ledgers
- Trust activity is associated with clients to maintain up-to-date client trust ledgers.checked 5 Oct 2026
- Data export
- Users can export Custom Reports as PDF or CSV files.checked 5 Oct 2026
- Firm accounting
- Tier Two and Tier Three include firm operating-account activity, financial reports, and client-level tracking of funds received or paid.checked 5 Oct 2026
- Integrations
- The pricing page lists integrations with PracticePanther, bank accounts, LawPay, and Clio.checked 5 Oct 2026
- LawPay integration
- The LawPay integration imports transactions, associates activity with clients, and supports sending LawPay Quick Bills from TrustBooks.checked 5 Oct 2026
- PracticePanther integration
- TrustBooks lets users import PracticePanther matters, deposits, and payments and print PracticePanther payments from TrustBooks.checked 5 Oct 2026
- Purpose
- TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting.checked 5 Oct 2026
- Security
- TrustBooks says it uses password-protected logins, firewalls, 256-bit SSL, daily database backups, and cloud infrastructure hosted by Salesforce and Amazon.checked 5 Oct 2026
- Support
- TrustBooks offers support by email and phone, and its legal accounting team can help with data entry, onboarding, and reconciliation projects.checked 5 Oct 2026
- Tier Three limit
- Tier Three pricing covers up to 100 transactions per month; the page directs customers with more transactions to contact the team.checked 5 Oct 2026
- Trust compliance
- The software automatically generates three-way trust reconciliations and prevents client balances from going negative.checked 5 Oct 2026
Money
- Trial
- The 14-day free trial is available to all users and requires no credit card.checked 5 Oct 2026
Alternatives to TrustBooks
- 1
BarBooks
AndroidiOSWebAPI7.8 - 2
CosmoLex
AndroidiOSWeb7.8From $49 a month - 3
Account Legal
AndroidiOSWebAPI7.7From $119.64 a year - 4
PerfectLaw DMS
AndroidiOSWebAPI7.4$295 one-time - 5
LexNebulis
Free planOpen sourceWebAPILinuxSelf-hosted7.3Free plan - 6
Tussman Program
Free planmacOSSelf-hostedWindows7.2$695 one-time