Tech riderRev. 5 Oct 2026
TrustBooks
- 1Runs onWeb
- 2Costsfree trial · paid from $59/mo
- 3Trust accountingYes
- 4Client ledgersYes
- 5Three-way reconciliationYes
- 6Compliance reportingYes
- 7Platformweb
7 lines stated Written from the maker's own pages: trustbooks.com
Overview
TrustBooks is ranked #22 of 41 in trust accounting software on Specifiction. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $59/mo.
TrustBooks plans and pricing
All plansTIER ONE — Trust Accounting $59/mo $59 per month State Bar Compliance · One-Click Reporting · Worry-Free Reconciliations · Always Maintain Client Ledgers trustbooks.com · 5 Oct 2026
TIER TWO — Firm & Trust Accounting $79/mo $79 per month Everything in Tier One · Firm financial activity · Legal-specific financial reports · Client-level activity tracking trustbooks.com · 5 Oct 2026
TIER THREE — Bank Reconciliation Services $249/mo $249*per month Everything in Tier Two · Reconciliations for one bank account · Fixes issues found · Up to 100 transactions per month trustbooks.com · 5 Oct 2026
Compared on trust accounting software
- Free plan
- Notrustbooks.com
- Trust accounting
- Yestrustbooks.com
- Client ledgers
- Yestrustbooks.com
- Three-way reconciliation
- Yestrustbooks.com
- Compliance reporting
- Yestrustbooks.com
- Platform
- webtrustbooks.com
Facts
- Purpose
- TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting.trustbooks.com · 5 Oct 2026
- Trust compliance
- The software automatically generates three-way trust reconciliations and prevents client balances from going negative.trustbooks.com · 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.trustbooks.com · 5 Oct 2026
- Integrations
- The pricing page lists integrations with PracticePanther, bank accounts, LawPay, and Clio.trustbooks.com · 5 Oct 2026
- PracticePanther integration
- TrustBooks lets users import PracticePanther matters, deposits, and payments and print PracticePanther payments from TrustBooks.trustbooks.com · 5 Oct 2026
- LawPay integration
- The LawPay integration imports transactions, associates activity with clients, and supports sending LawPay Quick Bills from TrustBooks.trustbooks.com · 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.trustbooks.com · 5 Oct 2026
- Data export
- Users can export Custom Reports as PDF or CSV files.trustbooks.com · 5 Oct 2026
- Trial
- The 14-day free trial is available to all users and requires no credit card.trustbooks.com · 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.trustbooks.com · 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.trustbooks.com · 5 Oct 2026
- 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.trustbooks.com · 5 Oct 2026
Best TrustBooks alternatives
See all 20 All accessCh 01 CosmoLex Free trialAndroidiOS from $49/mo7.2 All accessCh 02 LeanLaw Free trialAndroidAPI from $55/mo7.2 All accessCh 03 MyCase Legal Accounting Free trialAndroidiOS from $39/mo7.2 All accessCh 04 Smokeball Free trialAndroidiOS from $59/mo7.1 All accessCh 05 LegalClaw Free planAPILinux Free to start7.0 All accessCh 06 MatterX Free planWeb Free to start7.0
Where it ranks on Specifiction
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Sources
- trustbooks.com· checked 5 Oct 2026
- trustbooks.com/trust-accounting-software/· checked 5 Oct 2026
- trustbooks.com/pricing/· checked 5 Oct 2026
- trustbooks.com/practicepanther/· checked 5 Oct 2026
- trustbooks.com/lawpay/· checked 5 Oct 2026
- trustbooks.com/faq/· checked 5 Oct 2026