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On the recordRead 5 Oct 202613 facts
TrustBooks
Plans and prices
TIER ONE — Trust Accounting
$59a 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
$79a 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
$249a 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
On the record
- 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 · read 5 Oct 2026
- Client ledgers
- Trust activity is associated with clients to maintain up-to-date client trust ledgers.trustbooks.com · read 5 Oct 2026
- Data export
- Users can export Custom Reports as PDF or CSV files.trustbooks.com · read 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 · read 5 Oct 2026
- Integrations
- The pricing page lists integrations with PracticePanther, bank accounts, LawPay, and Clio.trustbooks.com · read 5 Oct 2026
- LawPay integration
- The LawPay integration imports transactions, associates activity with clients, and supports sending LawPay Quick Bills from TrustBooks.trustbooks.com · read 5 Oct 2026
- PracticePanther integration
- TrustBooks lets users import PracticePanther matters, deposits, and payments and print PracticePanther payments from TrustBooks.trustbooks.com · read 5 Oct 2026
- Purpose
- TrustBooks is accounting software designed for law firms and attorneys to manage trust and firm accounting.trustbooks.com · read 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 · read 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 · read 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 · read 5 Oct 2026
- Trial
- The 14-day free trial is available to all users and requires no credit card.trustbooks.com · read 5 Oct 2026
- Trust compliance
- The software automatically generates three-way trust reconciliations and prevents client balances from going negative.trustbooks.com · read 5 Oct 2026
