About TrustBooks

TrustBooks Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Automatically maintains client ledgers when recording activity to your trust account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account.

At a glance

Software information

Industries served, licensing and the support TrustBooks provides.

Licensing

Monthly Payment
Free trial

Support

Training

Help Guides
Video Guides
Blogs

Knowledge Base

Help Guides
Video Guides
Blogs

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Capabilities

TrustBooks features

The full feature set, grouped by module.

Accounting Software

Accounts Payable
Booking Management
Budgeting and Forecasting
Financial Reporting
Fixed Asset Management
Payroll Management
Purchase Orders

Plans

TrustBooks pricing

Price Type

Month

Free Version

Payment Frequency

Monthly Payment

Preferred Currency

USD ($)

Free Trial

14 Days

Vendor pricing page

Tier 1$49 / month

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

Tier 2$69 / month

Record all activity for your firm financials
Generate legal specific financial reports
Track activity by client
Manage all accounting needs in one software

Tier 3$199 / month

TrustBooks team completes your bank reconciliations for one bank account
Fix any issues found during reconciliations
Dedicated CPA overseeing your bank reconciliations
Perfect for attorneys wanting extra accounting support

Media