TrustBooks Reviews

"Attorney trust accounts made easy"

Comments: Very favorable.

Pros: It is an easy way to organize your attorney trust accounts. Very straight forward. Similar to balancing a checkbook.

Cons: lining up printing checks. Had problems with printing checks.

"Best purchase we have made"

Comments: Perfect!

Pros: Ease of use and TrustBooks assistance in transferring all of our trust accounts to the system for a seamless change from traditional Quick Books. Real time saver and very easy to use.

Cons: Nothing it has been all we could ask for and more

"Best trust accounting software out there"

Comments: everything about the software is top notch.

Pros: The ease of use, it almost completely automates the trust accounting process.

Cons: There are absolutely no cons that I can think of.

"Worth every penny"

Pros: This software has enough functionality to allow us to remain compliant with the Florida Bar ethics rules surrounding trust accounting.

Cons: It does not integrate with Practice Panther, but I understand that may be coming shortly.

"Outstanding Trust Accounting Software"

Comments: [SENSITIVE CONTENT HIDDEN] and his team have provided personal, timely and expert customer service when I have questions about the software and/or the reconciliation process.

Pros: TrustBooks is very intuitive and easy to use. We link TrustBooks with our Clio case management software and the uploading process to transfer the data to TrustBooks from Clio is a smooth weekly (for us) process.

Cons: Nothing so far. We will update the review if we find something.

"Excellent Service"

Comments: User friendly. Support staff is always quick to respond and produce our recons.

Pros: Our office uses TrustBooks on a daily basis. [SENSITIVE CONTENT HIDDEN] and his team reconcile our accounts each month as well. The system is very user friendly, and reports from the recons are easy to read. The support team is always quick to respond to any questions or issues that our office has.

Cons: There are no cons that I can think of at this time.

"Trustbooks"

Pros: Trustbooks is simple to use and effective at helping manage the Trust account at our firm. It has simplified the trust accounting process and it is hard to imagine maintaining the trust account without Trustbooks.

Cons: Trustbooks was easy to integrate and easy to set up the old accounts.

"Great Trust Accounting APP"

Comments: I use the software regularly to keep track of transactions within a matter. Clear and prompt.

Pros: You can see the status of a matter very clearly and quickly. The reconciliation reports are clear and compliant with NC rules.

Cons: We had to tweak some settings at first. Customer support was very helpful.

"A better option for a small firm"

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.

"Excellent Product"

Comments: I like it. It makes tracking client funds easier.

Pros: Software works exactly as it is suppose to work. It keeps accurate records. Print outs are easy to read and understand.

Cons: I have a hard time locating client files without going page by page until I find their name. Not thrilled with having to create a payee before paying the payee. Wish the print was larger. All of these are probably issues that I could fix if I studied the program but I am a plug and play guy.

"My BEST friend at work is TrustBooks!"

Pros: I have used TrustBooks for over three years now and love this software. It is very user-friendly; and as a daily user of TrustBooks, it has definitely made my job less labor intensive. The monthly three-way reconciliations are no longer a dreaded task. The safeguard that will not allow you to pay out more money than the client has is truly a stress reducer. TrustBooks is my BEST friend at work!

Cons: Onboarding does take time (depending on your clients/matters) but it is well worth it once you are up and running.

"Trustbooks Takes The Worry Out of Trust Accounting"

Comments: I feel confident with Trustbooks. Trust accounting is of the utmost important in the practice of law. The ability of this product to oversee each entry as you input it is invaluable in the accuracy of our Trust accounting.

Pros: The entire Trustbooks system is so user friendly, that it is a pleasure to use every day. This application makes it virtually impossible to make an error in your trust accounting. We couldn't be more pleased with Trustbooks!

Cons: We couldn't be more pleased with Trustbooks!

"Best Trust Account Software"

Comments: The staff is always accessible to answer your questions and the software is very user friendly.

Pros: This is easy to use and the features are targeted to just Trust Accounting unlike other software that is not specifically made for Trust Account. It makes it easy to comply with the bar rules for reconciliation.

Cons: Nothing, the product is user friendly and have great staff.

"Never worry about your trust account ever again"

Comments: Excellent. I recommend it to every attorney I know. The Team plan is worth every cent because they perform your monthly reconciliations for you and email you when they're done and ready for your review. All you have to do is review and sign and you're done. They also email you reminders when a client's ledger goes to $0 so you can send that to the client. If you use Trustbooks, you will never fear getting your trust account audited ever again.

Pros: I love the team plan where Trustbooks performs my monthly reconciliations for me and I just review and sign off on them. It is worth every penny and the peace of mind it gives me is priceless.

Cons: Nothing. It's extremely stream-lined and user-friendly and they're constantly adding new features.

"Trust Accounting and Reconciliation is Very Easy with TrustBooks"

Pros: The software is intuitive and the support is fantastic. The law firm I do trust accounting for has multiple offices and the ability to have a cloud-based trust accounting platform is very helpful for that situation.

Cons: As an accounting professional there were times I wanted to make a change to a period that had been reconciled, despite knowing that typically doing so wouldn't be a good idea. There is a control in place that doesn't allow this, and I understand why, but I would change that if I could.

"Best software for small flat fee based business"

Comments: Excellent experience. This was exactly the software I needed for my small, flat fee based office.

Pros: Easy to use, very affordable and covers what I need without any unneeded extras.

Cons: I have nothing to dislike about this software. It delivers everything I need.

"TrustBooks is a great help"

Comments: Very good, well worth the money.

Pros: Reduces significantly the chance of error and automates much of the administrative requirements, while simple to use.

Cons: Really not much to dislike. While correcting a user error can be difficult, their customer support can really help.

"Trustbooks Review"

Comments: Overall this is a good program that assisted us in getting our trust accounting in order without mistakes.

Pros: It was able to fill a need that was missing in the legal field regarding trust accounts.

Cons: It would be great for the system to also implement an accounting component so we could review how much money was earned for a specific client and or a component that added the transfers from Trust up.

"Lifesaver"

Comments: From the day we signed up, Trustbooks' support team has been awesome. Their assistance in the conversion from our old pencil and paper system was amazing. The CLE offerings have been informative and beneficial. And, the overall ease of use of the program is a godsend and an amazing timesaver.

Pros: Having few accounting skills, the ease of entering information and reconciling our trust account are essential to my mental health.

Cons: It would be helpful to have a "notes" option for those entries that would benefit from a bit of explanation in the event an audit occurs.

"The Best Trust Accounting Software"

Comments: TrustBooks has made trust accounting a breeze. I love using it.

Pros: TrustBooks is easy to use and very user friendly. When I run into an issue, customer service is prompt and helpful.

Cons: I wish I could filter by client last name.

"Great trust account management software"

Pros: Ease of use; reports; reconciliation ease; ability to manage multiple accounts

Cons: I wish the program would sync with my bank accounts.

"Must have for easy trust account compliance/ reconcilliations!"

Comments: Tom and his team are always responsive if I have a question or make a mistake and need help.

Pros: Prior to finding Trustbooks, I was spending 4-6 hours per month to perform my required monthly trust account reconciliations. With trustbooks, I now spend 4-6 minutes per month!

Cons: I would love to see a regular accounting module added. The creators of Trustbooks understand what a lawyer needs from accounting and builds their tools to serve that need specifically.

"TrustBooks"

Comments: TrustBooks has been good to use from day one. The set up was easy and the process understandable. The customer service has been excellent. I receive very fast and personal answers to any questions I ever have.

Pros: It is very easy to use and fits our needs perfectly for the NC State Bar requirements of accountability.

Cons: That we have to pay for each user instead of just the whole office, but that is pretty standard in the industry. We are a small office, but we can fit it into our budget.

"The Best Trust Accounting Software for Attorneys"

Comments: I did a lot of research before buying TrustBooks a few years ago, and I am glad that I found it.

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.

"Great software for busy attorneys!"

Comments: As I said above, the software is a huge time-saver and stress-saver. I know my trust accounting is done correctly and it's easy to print trust ledgers for clients each month. The customer service is also top-notch - if I have a question or a problem, it is quickly addressed and fixed. No complaints!

Pros: TrustBooks makes my trust accounting so easy. I can reconcile my accounts in just a few minutes, I know my trust accounts are always in balance and never overdrawn. Basically, it saves me from mistakes I might have made otherwise. Makes my life much easier to not have to worry about trust accounting errors!

Cons: The integration with Clio is a little clunky, but I haven't tried to use it recently so it may have been improved since it was first released.