Top Trust Accounting Software Products

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CosmoLex is a cloud-based law practice management software that eliminates time tracking, billing and trust accounting issues. CosmoLex helps law firms manage matters, record advances, track time and expenses, generate bills, receive payments and keep track of their client funds. CosmoLex makes law practice more efficient, productive and profitable. Try the full version of CosmoLex software free for 30 days with no obligation and no credit card required! Learn More


by Abacus Data Systems

Time, billing, trust accounting, general ledger, payroll, accounts payable & receivable, check writing, financial statements, plus fully integrated calendars, court rules, auto-fill court PDF forms, cases, conflicts, contacts, dockets, docs, emails, files, instant messages and more. AbacusLaw Gold: Enter data once and use it in every way possible. No more duplicate entries or needing to use multiple systems. Learn More

Zoho Books

by Zoho Books

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


by FreshBooks

FreshBooks is an online invoicing and time tracking service that saves you time and makes you look professional - Fortune 500 professional. We believe financial record keeping should be easy, fast, (and perhaps even fun), but still detailed enough to satisfy your accountant. FreshBooks is easy to use and you can try it for free. Learn More


by AdvantageLaw

Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting and case management functions. Learn More

Integrated CRM, trust administration and accounting, company accounting, practice management / time recording and enterprise billing. Learn More

AccuTrust Gold

by AccuTech Systems

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

Billing Matters

by LexisNexis

Provides billing, expense, and accounts control. Learn More

Brief Accounting

by Brief Legal Software

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


by Genlex

Legal time billing, accounting and case management software. Learn More

CaseLode is a complete suite of law office management software products Learn More


by ESI Software

Complete legal billing, legal accounting, trust, reports, integration with MSWord and Outlook. Learn More


by FASTER Systems

Fiduciary accounting system for trusts and estates reporting. Learn More

Fiduciary Accounting

by Legal Automation

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



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


by Infovisa

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

Microgen 5Series

by Microgen

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


by Financial Navigator

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

Omega Legal VX

by Omega Legal Systems

Integrated legal billing and accounting system. General Ledger, A/P, A/R, Trust Accounting, and more. Learn More


by Thomson Reuters

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


by SS&C Technologies

Pacer is a multi-currency portfolio management system. Learn More


by PerfectLaw Software

All-in-one software for back office financial management and front office case management. Learn More

Redi2 Revenue Manager

by Redi2 Technologies

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

Tabs3 Trust Accounting

by Software Technology

Manage trust accounts for your clients accurately and easily; tracks an unlimited number of accounts. Learn More

The Plaintiff

by Data Development

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


by Exhibit One Software

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

Trust Accountant

by Delta Data

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

Trust Accounting

by Dingosoft

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

Trust IS

by Trust Service Company

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


by HWA International

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



Trust accounting software package that enables accuracy, easy of use, compliance and time efficiency. Learn More

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