Total 131 reviews

4.6

All reviews are from verified customers

Rating Distribution

5

Stars

66%

4

Stars

28%

3

Stars

6%

2

Stars

0%

1

Stars

0%

Satisfaction score

Ease of use

9

Value for money

10

Customer Support

10

Functionality

9

AH
Amy H.

Law Practice, 1-10 employees

More than a year

4.0

Supportive Onboarding Experience

Pros

During setup, the onboarding process and support team were extremely helpful. I always felt supported until everything was running properly and using the application itself feels natural and stress-free.

Cons

There really isn't much I dislike so far but if I had to pick one area to improve it would be the printing features. For instance, when I pull reports from Trust I can't generate a clean, submission-ready printout. The reports also lack clear labels identifying what's being shown, like a timekeeper printout that doesn't say whether it's for this year, last year, or a specific date range.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

9

JP
James P.

Law Practice, 1-10 employees

More than a year

5.0

Smooth Daily Operations

Pros

Using the software has been a pleasant experience for me. It works directly with QuickBooks and doesn't force me through extra steps to make things connect.

Cons

I think the software still needs a bit of refinement in its trust account reporting capabilities.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Medical Practice, 1-10 employees

Free Trial

5.0

Only True QuickBooks Sync

Pros

I've noticed that it is the only option I've tried that truly syncs both ways with QuickBooks Online. Because of that, I can mark client-related expenses as they appear on my card statement and those charges are automatically pulled into the correct invoice.

Cons

honestly can't come up with any complaints, it performs really well for what I need.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

GQ
Gonzalo Q.

Clinic, 1-10 employees

Free Trial

5.0

Time-Saving and Trustworthy

Pros

So far, my early experience with this app has been very positive. The shortcuts built into transactions save time while still following Trust Accounting rules and the support resources have been excellent. I feel confident recommending it based on what I've seen.

Cons

I haven't found any problems, it's functioning exactly as described so far.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Anonymous

Medical Practice, 1-10 employees

Free Trial

5.0

Cloud-Based Convenience

Pros

I personally like that it's cloud-based and works well with QuickBooks Online. Being able to access everything online fits nicely with how I work.

Cons

So far everything has been great and I'm genuinely enjoying it.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

LL
Lisa L.

Law Practice, 1-10 employees

Less than 6 months

5.0

Quick and Easy Learning

Pros

Honestly, learning how to use it didn't take long for me at all. The support team has been great and that reassurance makes a big difference when getting started.

Cons

At this point, I really can't find a single thing I dislike about the product.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

MA
Mark A.

Not Specified, N/A employees

Less than 6 months

5.0

Friendly Personalized Support

Pros

Even though technology isn't really my strong suit, I picked this program up faster than expected. I've spoken directly with several it team members and each conversation felt personal and focused on helping me succeed. Hearing a real person on the line made the experience even better.

Cons

Nothing made by people is flawless, of course but so far I haven't come across any issues that really stand out to me. I appreciate that while perfection isn't expected, at this stage there isn't anything glaring that bothers me.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

BB
Bill B.

Not Specified, N/A employees

Less than 6 months

5.0

Dependable Time and Billing

Pros

From what I've seen, it connects extremely well with QuickBooks and stays reliable. The support team has always been responsive, friendly and knowledgeable which tells me they truly understand how law firms operate. For me, it's become a dependable way to track time and handle billing.

Cons

I have no complaints.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

A
Aaron

Law Practice, 1-10 employees

Less than 6 months

5.0

Natural Workflow and Real-Time Updates

Pros

Because the software feels so natural to work with, I've been really impressed overall. There was a short adjustment period but once I settled in, everything started flowing smoothly, from setting up trust accounts to logging time and sending invoices. The QuickBooks Online connection updates in real time which helps me clearly see where my firm stands financially at any moment. On top of that, the support team has been patient and helpful every time I've reached out.

Cons

My single complaint about the software is more tongue-in-cheek than real: I don't yet have 1,000 clients or a billion dollars in operating revenue to put it through its paces. As with any new system it took a bit of time to acclimate but that's not it's fault.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

PA
Paul A.

Law Practice, 1-10 employees

More than a year

5.0

Effortless Time Management

Pros

Overall, using the system hasn't felt complicated for me at all. It links directly with QuickBooks for billing, lets me access my time tools from anywhere and has saved me both time and money since day one.

Cons

From my experience, the online version of QuickBooks feels harder for me to navigate than the desktop version. I find myself taking longer to complete simple tasks because the layout isn't as clear.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10

DB
Debbie B.

Clinic, 1-10 employees

Less than 6 months

5.0

Efficient Daily Task Completion

Pros

I've had a great experience using it so far. The connection with QuickBooks works well for me and getting daily tasks done feels quicker and more manageable.

Cons

What stands out to me is that any invoice design changes have to be done directly inside QuickBooks. I find this a bit inconvenient since I'd prefer more flexibility outside the system.

Rating Distribution

Ease of use

8

Value for money

10

Customer Support

10

Functionality

10