TrustBooks

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!

Pros: I like this software. My partners and me recommend Trustbooks because it's very easy and fast to operate

Cons: Sometimes it's difficult but my recommendation is have a good conection with wi-fi

Pros: It's user friendly and helps us to be compliant with Trust account rules and regulations. Quick and friendly response for support.

Cons: Would like to see a feature where I can see in the transaction listing if the transaction has cleared the bank after reconciliation.

Pros: So glad that I signed up for Trustbooks, it truly has changed the way I manage my trust account and makes reconciliation so simple and quick. Making sure my trust account is compliant with all Florida Bar rules is one of the most stressful areas of my practice and this tool eliminates that completely.

Cons: I wouldn't mind if Trustbooks could send me a reminder email if I haven't logged in each week.

Pros: It is very usable. The reconciliation process is easy and the reports are easy to understand.

Cons: I would like to see a few minor navigation changes implemented to make data updating a bit simpler.

Pros: Product is very easy to use. As a solo practitioner this software makes my life so much easier. The reconciliation process is done in a matter of minutes. The amount of time I’ve saved is priceless.

Cons: No changes to features at this time Na

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.

Pros: The onboarding process was simple and straightforward. The program automates important record-keeping and reconciliation tasks that are important to complete regularly.

Cons: The price is a bit high (or, will be, after my free trial) in light of the ultra-low volume of transactions I handle. It would be reasonably priced and quite helpful for a moderate- to high-volume firm.

Pros: I like the software the most because it makes it impossible to go into the negative on a trust account if you are logging your deposits regularly. It is much easier and allows for much less human error than other systems (like spreadsheets).

Cons: It doesn't fully integrate with my case management software, or merchant services.

Pros: Trustbooks is so easy to use and entirely dependable for ensuring accurate trust records! I would never dream of managing my trust account without it. I am a Clio user and so its synchronization with Clio makes my management of my trust account even easier. Additionally, the easy to use reconciliation feature allows me to reconcile with my bank statement in minutes. Plus, it allows me to upload my statements for easy reference! I highly recommend it and would encourage all of my colleagues to use it, whether a big firm or small firm like myself. Thank you, Trustbooks, for making the management of my trust account so easy and accurate!

Cons: I truly have not found anything I do not like about the product at this time.

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.

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.

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.

Pros: I like the way the dashboard is setup. It is very easy to use. Three way reconciliation is very efficient and easy.

Cons: Still trying to master the efficiency of Matters to clients

Pros: It was very easy to learn. The software has very easy to follow instructions. Type in an issue and up pops a tutorial explaining how you get to that step. Printed out the tutorials as needed and now have my own reference manual.

Cons: Listening to my wife when she was having trouble reconciling her checkbook

Pros: It is relatively easy to use intuitively. Having said that, the most important thing to me is the customer service. I had to learn to use this software on my own and within a short time frame. [SENSITIVE CONTENT HIDDEN] held my hand (sometime almost daily) and walked me through the process that one faces when trying to learn a new software program. I felt that he was always happy to help and responded quickly, sometimes at hours I didn't expect.

Cons: When on the first try the reconciliation didn't work

Pros: Makes trust account compliance seemless, reports are easy to run

Cons: I had some experience with lagging, but I think that was my machine.

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.

Pros: Very easy to use, customizations make it user friendly too!

Cons: Having to scroll through the matters to select which one may become overwhelming over time ...

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.

Pros: It makes complying with Florida Bar Trust Rules easy. They are complicated rules that I could not comply with without this product because I am a solo lawyer.

Cons: There is nothing I did not like about this product.

Pros: Trustbooks is easy to use, affordable, and their customer service is fantastic.

Cons: I have nothing negative to say about this product.