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TrustBooks is a software that has become indispensable for managing trust accounting for law firms. Users highly recommend TrustBooks as …
Starting at $49 per month
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Tier One
$49
Cloud
per month
Tier Two
$69
Cloud
per month
Tier Three
$199
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is TrustBooks?
TrustBooks Features
- Supported: Accounts Payable
- Supported: Accounts Receivable
- Supported: Bank Reconciliation
- Supported: Financial Reporting
- Supported: General Ledger
- Supported: Case Management
- Supported: Check Writing
- Supported: Compliance Management
- Supported: Cross Ledger Posting
- Supported: Customer Statements
- Supported: Electronic Payments
- Supported: Trust Accounting
- Supported: Workflow Management
TrustBooks Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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- Pros
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TrustBooks is a software that has become indispensable for managing trust accounting for law firms. Users highly recommend TrustBooks as the best platform for trust accounting, with its easy and compliant monthly reconciliations. The software simplifies the tracking of client funds, making it easier for users to manage their trust accounting on a daily basis. Many users praise TrustBooks for being a significant time and stress-saver, allowing them to confidently print trust ledgers for clients each month. Additionally, the software's monthly reconciliations are effortless, requiring only a review from users. TrustBooks provides peace of mind by ensuring trust account audits are no longer a source of fear.
One of the standout features of TrustBooks is its exceptional customer support. Users express gratitude for finding a product that they can understand and rely on, backed by a support team that is always accessible and user-friendly. The support team is praised for their quick and effective responses to questions or problems, keeping users consistently updated throughout their experience with the software. This level of customer support not only enhances the user experience but also instills confidence in the reliability of TrustBooks.
Another key use case of TrustBooks is its ability to seamlessly transition law firms from outdated and inefficient bookkeeping practices to a more streamlined and cost-effective solution. Users share positive experiences where TrustBooks' setup process was straightforward, leading to consistent reliability since day one. Additionally, the software's top-notch performance, promptness, and clarity in all aspects contribute to a satisfied user base.
TrustBooks has also been recommended by users to their law firm clients who have found it excellent and indispensable in managing trust accounting. The software's ease of use and reliable customer support allow users to confidently recommend it to their clients, resulting in overall positive experiences.
In summary, TrustBooks addresses the needs of law firms seeking an easy-to-use and compliant solution for trust accounting. With features such as effortless monthly reconciliations, simplified fund tracking, and exceptional customer support, TrustBooks has proven to be a valuable tool in saving time and reducing stress for its users.
Easy to Use and Straightforward: Reviewers have found TrustBooks to be an easy-to-use software for organizing attorney trust accounts. Many users have described it as straightforward, similar to balancing a checkbook.
Efficient Reconciliation Feature: Several reviewers have appreciated the easy-to-use reconciliation feature of TrustBooks. They mention that it allows them to reconcile with their bank statement in minutes and upload statements for easy reference.
Excellent Customer Service: Users highly praise the customer service provided by TrustBooks. They appreciate the support they received from the team, mentioning that they were always happy to help and responded quickly, even outside regular hours.
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Lack of Beginner-Friendly Features: Some users have found TrustBooks to be advanced and not particularly beginner-friendly, especially for those who have no prior experience with bookkeeping.
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Issues with Printing Checks: One user mentioned experiencing problems with printing checks using the software.
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Limited Search Functions: Users have expressed a desire for more efficient search functions in TrustBooks, such as being able to search by client last name when entering a deposit or using the LawPay import feature.