--- description: Learn how TrustBooks can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for TrustBooks. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: TrustBooks Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Trust Accounting Software](/directory/126/trust-accounting/software) > [TrustBooks](/software/2060611/trustbooks) # TrustBooks Canonical: https://www.getapp.co.uk/software/2060611/trustbooks Page: 1 / 6\ Next: [Next page](https://www.getapp.co.uk/software/2060611/trustbooks?page=2) > TrustBooks is designed for law firms of all sizes and can be used to manage the trust accounts of individual attorneys, small firms, and large law departments. Lawyers can also handle legal accounting operations via a unified portal. It provides an interactive user interface that allows firms to review and analyze trust ledgers, bank balances, and client ledgers in real-time. > > Verdict: Rated **5.0/5** by 107 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 107 Reviews | | Ease of Use | 4.9/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.9/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: TrustBooks - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$49.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Tier One: $49/month Tier Two: $69/month Tier Three: $199/month - **Target Audience**: Self Employed, 2–10, 11–50 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Accounting - Accounts Payable - Accounts Receivable - Activity Dashboard - Activity Tracking - Audit Trail - Bank Reconciliation - Case Management - Check Writing - Compliance Management - Cross Ledger Posting - Customer Statements - Customisable Reports - Electronic Payments - Encryption - Financial Management - Financial Reporting - General Ledger - Income & Balance Sheet - Reporting & Statistics ## Integrations (2 total) - 8am LawPay - Clio ## Support Options - Email/Help Desk - FAQs/Forum - Chat ## Category - [Trust Accounting Software](https://www.getapp.co.uk/directory/126/trust-accounting/software) ## Related Categories - [Trust Accounting Software](https://www.getapp.co.uk/directory/126/trust-accounting/software) - [Accounting Software](https://www.getapp.co.uk/directory/236/accounting/software) ## Alternatives 1. [QuickBooks Online](https://www.getapp.co.uk/software/20428/quickbooks-online-edition) — 4.3/5 (8393 reviews) 2. [Xero](https://www.getapp.co.uk/software/1671/xero) — 4.4/5 (3273 reviews) 3. [QuickBooks Enterprise](https://www.getapp.co.uk/software/115227/quickbooks-enterprise) — 4.5/5 (20614 reviews) 4. [QuickBooks Desktop](https://www.getapp.co.uk/software/2053357/quickbooks-desktop-pro) — 4.4/5 (2551 reviews) 5. [TaxDome](https://www.getapp.co.uk/software/2035759/taxdome) — 4.7/5 (3578 reviews) ## Reviews ### "This software is perfect with the trust accounting application, it provides confidence. Excellent" — 5.0/5 > **DANIEL JOSE** | *1 May 2018* > > **Pros**: Allows you to see the balance of the trust accounting of your clients in real time. Verified through a conciliation. to then give a report that provides reliability. > > **Cons**: This system should expand its tools and make an innovation in the design and its program. I recommend to part of the trust accounting, make old calculations or social benefits. > > this program is very easy to use, it is manageable by the user, it is very accessible and successful in its dedication to the escrow accounts ----- ### "A better option for a small firm" — 5.0/5 > **Anna** | *17 November 2020* | Law Practice | Recommendation rating: 9.0/10 > > **Pros**: That I can write checks from where ever I am-either working remotely, or at the office. Deposits are easy to make, adjustments or corrections relatively easy to make. Reconciliation is compliant the NC Bar Association. Both the attorney and I can be in the software at the same time. It's pretty user friendly. > > **Cons**: I cannot edit more than one check in on matter. I have to go back to that matter and change. When I write checks for a future date, the check numbers don't automatically go forward and can really mess things up if you aren't careful. It's just annoying. ----- ### "A Fresh Start in Trust Account Recordkeeping" — 5.0/5 > **Mike** | *17 November 2020* | Legal Services | Recommendation rating: 8.0/10 > > **Pros**: The program is easy to use and create reports.. > > **Cons**: General Ledger report difficult to upload for copying. > > This program has assisted me in keeping trust account records in compliance with State Bar Rules. ----- ### "This is such a lovely product. If I could hug it, I would." — 5.0/5 > **Dawne** | *18 November 2020* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: Hands down- its ease of use and peace of mind. It keeps track of every account in the IOLTA account. You can import Client and Matter data from Clio and LawPay. It has check printing capability, it's easy to reconcile, it provides many of the Bar-required reports automatically. I used to stress over each check written, double and triple checking to ensure that the client balance was enough to cover the check. Now, it will not allow me to write a check more than the balance. > > **Cons**: Only a couple niggles- when the matters are imported from Clio, the client is sorted alphabetically by First Name, not Last. Also, there is a side control bar that doesn't have a minimize option. Since I have a couple of screens open on my computer at once, I'd love to be able to see more of the working screen. > > I believe we have subscribed to this product around five years. My first experience with IOLTA tracking before TrustBooks, was to try to keep track of the client accounts via an Excel workbook. It was a miserable attempt, as nothing was automatic and I had update things manually. Writing checks was a stressful activity. I learned about TrustBooks when it first came out. After the educational session, I insisted that the firm subscribe. It's the one of best software investments the firm has made as far as I am concerned. All you have to do is ensure that the data is correct- deposits, checks etc. It's very easy to keep track, since we use the recommended checks and only draft checks via TrustBooks- no going back and updating it. I have entered the matters manually, but have started to allow imports from Clio to save some time setting up new matters. I've had relatively few technical issues with the software, but those few were addressed swiftly. ----- ### "The Best Trust Accounting Software for Attorneys" — 5.0/5 > **Samuel** | *17 November 2020* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: The best feature of TrustBooks is that it performs the Three Way Reconciliation that is required every month in my jurisdiction. In addition, there is a place to certify or sign the completion of the monthly reconciliation, which is also required by the state bar rules. Since all of the financial data and monthly reconciliations are stored in the cloud, I don't have to worry about my law firm being destroyed by a fire, a flood, or a hurricane and the loss of all of the trust account information. It is easy to generate a check, and the software prevents you from accidently writing a check that brings the client balance below zero dollars. > > **Cons**: TrustBooks can sync with Clio, but it does not sync with the case management software that I use in my practice. However, none of the other trust accounting software programs can sync with my case management software. > > I did a lot of research before buying TrustBooks a few years ago, and I am glad that I found it. ----- Page: 1 / 6\ Next: [Next page](https://www.getapp.co.uk/software/2060611/trustbooks?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/2060611/trustbooks) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data