TrustBooks

6.5easy start · #17 of 41
in Trust Accounting Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $59/mo.

TrustBooks is ranked #17 of 41 in trust accounting software on The Geeks Club. 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 plans

TIER 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: No
Trust accounting: Yes
Client ledgers: Yes
Three-way reconciliation: Yes
Compliance reporting: Yes
Platform: web

Best TrustBooks alternatives

See all 20

MatterX 0 of 4 in the starter kit Lesson 17.1 CosmoLex 0 of 4 in the starter kit Lesson 27.0 LeanLaw 0 of 4 in the starter kit Lesson 36.9 LexNebulis 0 of 4 in the starter kit Lesson 46.9 MyCase Legal Accounting 0 of 4 in the starter kit Lesson 56.9 Smokeball 0 of 4 in the starter kit Lesson 66.9

The record

Purpose: TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting.
Trust compliance: The software automatically generates three-way trust reconciliations and prevents client balances from going negative.
Firm accounting: Tier Two and Tier Three include firm operating-account activity, financial reports, and client-level tracking of funds received or paid.
Integrations: The pricing page lists integrations with PracticePanther, bank accounts, LawPay, and Clio.
PracticePanther integration: TrustBooks lets users import PracticePanther matters, deposits, and payments and print PracticePanther payments from TrustBooks.
LawPay integration: The LawPay integration imports transactions, associates activity with clients, and supports sending LawPay Quick Bills from TrustBooks.
Security: TrustBooks says it uses password-protected logins, firewalls, 256-bit SSL, daily database backups, and cloud infrastructure hosted by Salesforce and Amazon.
Data export: Users can export Custom Reports as PDF or CSV files.
Trial: The 14-day free trial is available to all users and requires no credit card.
Support: TrustBooks offers support by email and phone, and its legal accounting team can help with data entry, onboarding, and reconciliation projects.
Tier Three limit: Tier Three pricing covers up to 100 transactions per month; the page directs customers with more transactions to contact the team.
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.
Price from: $59/mo

Where it ranks on The Geeks Club

Best Trust Accounting Software in 2026#17 of 41
Best Legal Trust Accounting Software in 2026#23 of 40
Best Legal Accounting Software in 2026#9 of 24

Is TrustBooks yours?

Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.

Claim it free Promote TrustBooks

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