Account Legal From $9.97/mo 9.3 Visit TrustBooks
trustbooks.com
Spec sheet
- Purpose
- TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting.Read 5 Oct 2026 · trustbooks.com
- Trial
- The 14-day free trial is available to all users and requires no credit card.Read 5 Oct 2026 · trustbooks.com
- Integrations
- The pricing page lists integrations with PracticePanther, bank accounts, LawPay, and Clio.Read 5 Oct 2026 · trustbooks.com
- Security
- TrustBooks says it uses password-protected logins, firewalls, 256-bit SSL, daily database backups, and cloud infrastructure hosted by Salesforce and Amazon.Read 5 Oct 2026 · trustbooks.com
- Support
- TrustBooks offers support by email and phone, and its legal accounting team can help with data entry, onboarding, and reconciliation projects.Read 5 Oct 2026 · trustbooks.com
- 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.Read 5 Oct 2026 · trustbooks.com
- Client ledgers
- Trust activity is associated with clients to maintain up-to-date client trust ledgers.Read 5 Oct 2026 · trustbooks.com
- Data export
- Users can export Custom Reports as PDF or CSV files.Read 5 Oct 2026 · trustbooks.com
- Firm accounting
- Tier Two and Tier Three include firm operating-account activity, financial reports, and client-level tracking of funds received or paid.Read 5 Oct 2026 · trustbooks.com
- LawPay integration
- The LawPay integration imports transactions, associates activity with clients, and supports sending LawPay Quick Bills from TrustBooks.Read 5 Oct 2026 · trustbooks.com
- PracticePanther integration
- TrustBooks lets users import PracticePanther matters, deposits, and payments and print PracticePanther payments from TrustBooks.Read 5 Oct 2026 · trustbooks.com
- Tier Three limit
- Tier Three pricing covers up to 100 transactions per month; the page directs customers with more transactions to contact the team.Read 5 Oct 2026 · trustbooks.com
- Trust compliance
- The software automatically generates three-way trust reconciliations and prevents client balances from going negative.Read 5 Oct 2026 · trustbooks.com
Plans and prices
TIER ONE — Trust Accounting $59 a month $59 per month State Bar Compliance · One-Click Reporting · Worry-Free Reconciliations · Always Maintain Client Ledgers Read 5 Oct 2026 · trustbooks.com
TIER TWO — Firm & Trust Accounting $79 a month $79 per month Everything in Tier One · Firm financial activity · Legal-specific financial reports · Client-level activity tracking Read 5 Oct 2026 · trustbooks.com
TIER THREE — Bank Reconciliation Services $249 a month $249*per month Everything in Tier Two · Reconciliations for one bank account · Fixes issues found · Up to 100 transactions per month Read 5 Oct 2026 · trustbooks.com
Where Specifiction places it
- Legal Accounting Software#19 of 247.3
- Legal Trust Accounting Software#34 of 407.3
- Trust Accounting Software#36 of 427.3
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