Trust Accounting Software

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PracticePanther Legal Software

PracticePanther Legal Software

by PracticePanther Legal Software

(222 reviews)

Join the HIGHEST RATED legal software on Capterra! See why thousands of law firms in over 35 countries use PracticePanther to automate their firms, and get more done in less time. Never miss a deadline with alerts, get paid faster with one-click billing, & track billable time & expenses. Work from anywhere, on any device, with the mobile apps. It's easy, user-friendly and intuitive. Now you can spend less time managing your firm, and more time making money. Try it free, no credit card needed. Learn more about PracticePanther Legal Software

Mobile friendly and secure legal software that's surprisingly easy to use. Save time. Grow your firm. Go paperless. Work from anywhere. Learn more about PracticePanther Legal Software

AbacusLaw

AbacusLaw

by Abacus Data Systems

(145 reviews)

Founded in 1983, AbacusLaw has spent decades insuring that our trust accounting exceeds all Bar Association requirements. AbacusLaw tracks all trust activity, from deposits to printing checks, with detailed on-screen or printed reports so you're completely safeguarded. Integrated with time and billing, our trust accounting makes it easy to maintain a complete set of records for your clients. Also available in our private cloud for a complete disaster-proof solution. Learn more about AbacusLaw

Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations. Learn more about AbacusLaw

CosmoLex

CosmoLex

by CosmoLex

(132 reviews)

CosmoLex is the only total solution that includes 100% compliant law office accounting (No QuickBooks Required!) along with legal billing & practice management. Built-in IOLTA trust accounting safeguards, fully integrated billing, accounting & practice management, automated bank account reconciliation, and one-click 3-way reconciliation keeps your firm audit-ready all the time. Thousands of legal professionals run simplified and compliant practices with CosmoLex. Try CosmoLex free today! Learn more about CosmoLex

CosmoLex is the only Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks Required). Learn more about CosmoLex

Clio

Clio

by Clio

(411 reviews)

With Clio, the leading legal cloud-based practice management software, compliant trust accounting doesn't need to be complicated. Clio makes it easy to record advance fees and payments, and reconcile trust accounts, so you never have to worry about compliance. Quickly generate trust requests and let clients instantly deposit funds into IOLTA accounts using credit cards. You can even approve an invoice and apply client trust funds with one click. Learn more about Clio

Clios trust accounting software makes it easy to request, deposit, and keep track of trust funds. Learn more about Clio

Kurent

Kurent

by Tabs3 Software

(1 review)

Kurent, by Tabs3, gives you an easy way to track your time, create invoices, manage trust accounts, and get paid on any device. With Kurent, you can track time from any screen, create and send customizable invoices, and keep track of your matters and your firm with easy-to-use dashboards. With our LawPay and QuickBooks integrations, you can get paid online, and manage your back office. Without elaborate practice management features to get in the way, billing should take minutes, not hours. Learn more about Kurent

Kurent provides attorneys with a seamless way to track time, create invoices, manage trust accounts, and get paid - on any device. Learn more about Kurent

Tabs3 Trust Accounting

Tabs3 Trust Accounting

by Software Technology

(10 reviews)

Tabs3 Trust Accounting Software (TAS) allows you to rest easy knowing your trust accounts are organized and manageable. TAS will warn you when you get near a minimum balance, so you never have to worry about overdrawing an account again! TAS tracks an unlimited number of clients and matters, and manages up to 99 different bank accounts. Easily run useful reports like a monthly bank reconciliation and a three-way reconciliation to stay within your state bar's guidelines. Learn more about Tabs3 Trust Accounting

Never overdraw an account again! Manage separate ledgers for each client and matter, and create intuitive reports you can actually use. Learn more about Tabs3 Trust Accounting

Aderant Expert Sierra

Aderant Expert Sierra

by Aderant

(0 reviews)

Expert Sierra is the most comprehensive end-to-end legal cloud solution for the mid-size firm (15-150 users) helping you manage your practice and firm. Cut the cord on multiple systems. Work cases, review and edit documents, track and bill time, shorten the WIP to cash cycle with a complete financial solution and so much more. All from one robust solution anytime, anywhere from any device. Meet Expert Sierra- Aderant's legal management cloud solution. Learn more about Aderant Expert Sierra

Expert Sierra is the most comprehensive end-to-end cloud solution for the mid-size firm helping you manage your practice and firm. Learn more about Aderant Expert Sierra

TimeSolv Legal Billing

TimeSolv Legal Billing

by TimeSolv Billing

(172 reviews)

TimeSolv is a comprehensive legal billing and timekeeping system, including robust IOLTA Trust features. Set up multiple trust accounts, show balances on invoices and in your trust reports. Set auto-replenish for your clients within TimeSolv and accept credit card payment directly to your trust account. Reconcilliation is a breeze! Our easy-to-use cloud legal billing software has been proven since 1999 with over $5.2 billion billed. Join thousands of legal professionals who trust TimeSolv. Learn more about TimeSolv Legal Billing

We are the #1 web-based time billing, invoicing and project management software for law firms. Find out why with our 30-day free trial. Learn more about TimeSolv Legal Billing

Zoho Books

Zoho Books

by Zoho Books

(254 reviews)

Zoho Books is a simple, easy-to-use accounting software that helps small businesses to track the money going in and out of the business. Business owners can manage their account receivables, payables and customers all from a single place. You can automate repetitive tasks like recurring billing and accept online payments from customers. Automatic bank feeds reduces data entry and bank reconciliation is a breeze with Zoho Books. Generate P&L, Balance sheet reports in seconds Learn more about Zoho Books

Simple, easy-to-use accounting software to help you manage your business finance in a smart way! Learn more about Zoho Books

Actionstep

Actionstep

by Actionstep Software

(44 reviews)

If power and functionality are what you need, then look no further. Actionstep is the most powerful cloud based practice management software available. It includes all the features you need to run your entire firm (front and back office), and you can use the built-in workflow engine to automate your processes, emails, documents, and more. Turn your firm into an efficient and sustainable business. Start a free trial today to find out more. Learn more about Actionstep

The most powerful cloud based legal practice management software available - includes full front and back office functionality. Learn more about Actionstep

MyCase

MyCase

by MyCase

(189 reviews)

MyCase is affordable, intuitive and powerful legal practice management software designed for the modern law firm. Give your firm the advantage of a complete solution - get organized with contacts, calendars, cases, documents, time tracking, and billing. Plus, with the secure client communication portal you can invoice and receive payments directly through the software into your trust or operating account (you control which one)! Learn more about MyCase

Give your firm the advantage of a complete solution - get organized with contacts, calendars, cases, documents, time, and billing. Learn more about MyCase

Trust Accountant

Trust Accountant

by Delta Data

(0 reviews)

Easy, secure, highly rated solution for trust, probate, guardianship and investment portfolio accounting. Used by CPAs, attorneys, family offices, trust companies, charities. FREE DEMO Learn more about Trust Accountant

Easy, secure solution for trust, probate and investment accounting. Used by CPAs, attorneys, family offices, trust companies, charities Learn more about Trust Accountant

Zola Suite

Zola Suite

by Zola Suite

(67 reviews)

Zola Suite features best-in-class Case Management capabilities + built-in Email (using your existing accounts) + Legal Billing + Complete Accounting through an intuitive, fast and fun interface. Zola is cloud-based and is accessible through any browser as well as native iOS and Android apps. Integrates with LawPay, Quickbooks, RPost, Drive, OneDrive, Box, Dropbox, Microsoft Word/Outlook, Ricoh Learn more about Zola Suite

Powerful practice management with built-in email and accounting. Beautiful, fun to use web interface and apps for iOS and Android. Learn more about Zola Suite

HoudiniESQ

HoudiniESQ

by LOGICBit

(137 reviews)

HoudiniEsq Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF/Word doc generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google. Learn more about HoudiniESQ

HoudiniEsq provides complete case/matter management, doc mgmt., doc and workflow automation, calendar/court rules integration and more. Learn more about HoudiniESQ

Case Master Pro

Case Master Pro

by Case Master

(7 reviews)

Law Firm Management and Debt Collection Software for Windows, providing complete systems that will meet the needs of Law firms in terms of case management software that will also allow for remote offices on one centralized database system. The Case Master Pro software is a fully featured Windows based program that is specifically tailored for complete case management and trust accounting. Learn more about Case Master Pro

Providing complete systems for law firm case management and debt collection, allowing for remote offices on one centralized database. Learn more about Case Master Pro

enVisual 360

enVisual 360

by enSynergy Professional Services

(5 reviews)

For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. Learn more about enVisual 360

Integrated CRM, entity compliance, document management, trust & company administration/ accounting, practice management, web portal. Learn more about enVisual 360

NOBL - Policy Managment

NOBL - Policy Managment

by PAULMAR Software

(0 reviews)

SaaS cloud solution for the automation of P&C insurance agencys trust account. Reducing agency workload to make it more productive and significantly more efficient. Endorsement billing, automated invoice follow-up, cancellation endorsements and return premium refunds, new accounting and trust financial solvency, all guaranteed standard feature. A suite of 8 different products available. 75 premium and return premium, production and financial reports. Secured cloud server and software access. Learn more about NOBL - Policy Managment

SaaS cloud solution for the automation of P&C insurance agencys trust account. Learn more about NOBL - Policy Managment

TrustNet

TrustNet

by HWA International

(0 reviews)

Comprehensive trust accounting system that separates principal from income, and tracks tax lots in multiple portfolios.

Comprehensive trust accounting system that separates principal from income, and tracks tax lots in multiple portfolios.

Zoho Books

Zoho Books

by Zoho

(254 reviews)

Simple, easy-to-use accounting software to help you manage your business finance in a smart way!

Simple, easy-to-use accounting software to help you manage your business finance in a smart way!

Ramco ERP

Ramco ERP

by Ramco Systems

(7 reviews)

Ramco offers post-modern and cognitive ERP software on cloud transforming organizations to digital enterprises.

Ramco offers post-modern and cognitive ERP software on cloud transforming organizations to digital enterprises.

Trust IS

Trust IS

by Trust Service Company

(0 reviews)

Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting.

Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting.

TrustBooks

TrustBooks

by TrustBooks

(4 reviews)

Web-based trust accounting software for attorneys.

Web-based trust accounting software for attorneys.

The Plaintiff

The Plaintiff

by Data Development

(1 review)

Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

Fiduciary Accounting

Fiduciary Accounting

by Legal Automation

(0 reviews)

Software to manage probate, conservatorship, guardianship or trust accounting.

Software to manage probate, conservatorship, guardianship or trust accounting.

PerfectLaw

PerfectLaw

by Executive Data Systems

(1 review)

All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web.

All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web.

uLaw Practice

uLaw Practice

by Superfluid Software

(25 reviews)

A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.

A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.

TotalTrust

TotalTrust

by Exhibit One Software

(0 reviews)

Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.

Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.

ESILAW 360

ESILAW 360

by ESI Software

(4 reviews)

Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.

Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.

Iolta trust

Iolta trust

by IOLTA Trust

(0 reviews)

IOLTA Trust accounting software is an easy and safe cloud based solution.

IOLTA Trust accounting software is an easy and safe cloud based solution.

InnoTrust

InnoTrust

by Innovest Systems

(0 reviews)

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

AdvantageLaw

AdvantageLaw

by Advantage Law Software

(5 reviews)

Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management.

Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management.

ONESOURCE Trust Tax

ONESOURCE Trust Tax

by Thomson Reuters

(0 reviews)

Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return.

Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return.

Microgen 5Series

Microgen 5Series

by Microgen

(0 reviews)

Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships.

Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships.

BHL Insight

BHL Insight

by BHL Software

(0 reviews)

BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.

BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.

Brief Accounting

Brief Accounting

by Brief Legal Software

(0 reviews)

Cross-platform, integrated Time, Billing and Accounting software for the legal market.

Cross-platform, integrated Time, Billing and Accounting software for the legal market.

LEAP

LEAP

by LEAP

(17 reviews)

LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.

LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.

LeanLaw

LeanLaw

by LeanLaw

(9 reviews)

LeanLaw Software provides a true integration with QuickBooks. Free Trial, Mobile App. Get paid faster and online. Easy Time Entry.

LeanLaw Software provides a true integration with QuickBooks. Free Trial, Mobile App. Get paid faster and online. Easy Time Entry.

AccuTrust Gold

AccuTrust Gold

by AccuTech Systems

(0 reviews)

Trust and investment management accounting software with reporting and automatic fee calculations.

Trust and investment management accounting software with reporting and automatic fee calculations.

Navigator

Navigator

by Financial Navigator

(0 reviews)

General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.

General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.

Redi2 Revenue Manager

Redi2 Revenue Manager

by Redi2 Technologies

(0 reviews)

Invoicing and revenue accounting system for asset managers and trust custodians.

Invoicing and revenue accounting system for asset managers and trust custodians.

MAUI

MAUI

by Infovisa

(1 review)

Online, real time trust accounting solution for managing general account information, account balances and transaction history.

Online, real time trust accounting solution for managing general account information, account balances and transaction history.

FASTER

FASTER

by FASTER Systems

(1 review)

Fiduciary accounting system for trusts and estates reporting.

Fiduciary accounting system for trusts and estates reporting.

Trustpak

Trustpak

by infobizsolutions.com

(0 reviews)

Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE

Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE

LawMaster

LawMaster

by LawMaster

(0 reviews)

A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!

A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!

Trust Company Software

Trust Company Software

by Strategic Information Technology

(0 reviews)

Offers trust companies a solution that can grow with you over time - featuring a Plug-In Banking architecture.

Offers trust companies a solution that can grow with you over time - featuring a Plug-In Banking architecture.

Pacer

Pacer

by SS&C Technologies

(0 reviews)

Pacer is a multi-currency portfolio management system.

Pacer is a multi-currency portfolio management system.

Xero

Xero

by Xero

(1183 reviews)

Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!

Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!

i-trust

i-trust

by Goldenomega.net

(0 reviews)

Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.

Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.

Law firm billing system

Law firm billing system

by Morningstar Technology

(0 reviews)

CaseLode is a complete suite of law office management software products

CaseLode is a complete suite of law office management software products

Trust Accounting

Trust Accounting

by Dingosoft

(0 reviews)

Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies.

Native Sage 300 ERP module focused on the needs of professional service firms such accounting, law, and real estate agencies.