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TrustBooks
What TrustBooks is
TrustBooks is web accounting software for law firms and attorneys managing trust and firm accounting. It automatically generates three-way trust reconciliations and prevents client balances from going negative. Trust activity is linked to clients to maintain current trust ledgers. Tier Two adds firm operating-account activity, legal-specific financial reports and client-level tracking of funds received or paid. Tier Three adds reconciliation services for one bank account, issue fixing and coverage for up to 100 transactions per month. Integrations include PracticePanther, bank accounts, LawPay and Clio. PracticePanther data can include matters, deposits and payments, while LawPay transactions can be imported, associated with clients and used for Quick Bills. Custom Reports can be exported as PDF or CSV. Plans start at $59 a month, with Tier Two at 79.00 USD and Tier Three at $249 a month. A 14-day trial requires no credit card. Email and phone support is available, including legal accounting help with data entry, onboarding and reconciliations.
Who it suits
TrustBooks is designed for law firms and attorneys needing trust-account compliance and, on higher tiers, firm accounting. It also suits practices using the listed legal, banking and payment integrations.
What it does well
- Automatically generates three-way reconciliations
- Prevents negative client balances
- Maintains client trust ledgers
- PDF and CSV report exports
- 14-day trial requires no credit card
What to know first
- No free plan
- Tier Three covers up to 100 transactions monthly
- Additional users cost 10 USD monthly on Tiers One and Two
- Web platform only
Limits
The 14-day trial is the available trial period. Tier Three includes reconciliation for one bank account and up to 100 transactions per month; customers exceeding that transaction volume are directed to contact the team.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| TIER THREE — Bank Reconciliation Services | $249*per month · Everything in Tier Two · Reconciliations for one bank account · Fixes issues found · Up to 100 transactions per month | $249 a month |
| TIER ONE — Trust Accounting | $59 per month · State Bar Compliance · One-Click Reporting · Worry-Free Reconciliations · Always Maintain Client Ledgers | $59 a month |
| TIER TWO — Firm & Trust Accounting | $79 per month · Everything in Tier One · Firm financial activity · Legal-specific financial reports · Client-level activity tracking | $79 a month |
As trustbooks.com lists them, read 5 Oct 2026. The maker's own page has the final word.
Getting started
- Open the TrustBooks website
- Choose Tier One, Tier Two, or Tier Three
- Start the 14-day free trial without entering a credit card
- Connect listed services such as PracticePanther, LawPay, bank accounts, or Clio
- Invite additional users if needed
Verdict
TrustBooks focuses on legal trust accounting with optional firm-accounting tiers and reconciliation services. Review transaction limits, user charges and tier features against your firm’s needs.
Questions
How much does TrustBooks cost?
Tier One is $59 a month, Tier Two is $79 a month, and Tier Three is $249 a month.
Is there a free plan?
No. TrustBooks offers a 14-day free trial for all users, and no credit card is required.
Which platforms does TrustBooks support?
TrustBooks is available on the web.
What integrations are listed?
TrustBooks lists PracticePanther, bank accounts, LawPay, and Clio integrations.
Can reports be exported?
Custom Reports can be exported as PDF or CSV files.
What does Tier Three include?
Tier Three includes Tier Two features, reconciliation services for one bank account, issue fixes, and up to 100 transactions per month.
Facts from TrustBooks's own pages
- 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
- Client ledgers
- Trust activity is associated with clients to maintain up-to-date client trust ledgers. · trustbooks.com, 5 Oct 2026
- Data export
- Users can export Custom Reports as PDF or CSV files. · 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
- LawPay integration
- The LawPay integration imports transactions, associates activity with clients, and supports sending LawPay Quick Bills from TrustBooks. · 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
- Purpose
- TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting. · 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
- 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
- Trial
- The 14-day free trial is available to all users and requires no credit card. · 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
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