Top Trust Accounting Software Products

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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. MyCase is the only software that also includes an integrated client portal so everyone stays informed and connected. View Profile

CosmoLex combines practice management, billing AND accounting, all in one login -- making it the total solution that small law firms can rely on to run their entire practice. Your practice stays on track, your bills go out on time and you reap the rewards of better cash flow. The accounting menu handles all the intricacies of business and IOLTA trust accounting right out of the box. Small Law firms in all 50 states use CosmoLex to make their practice more compliant, efficient and profitable. View Profile

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 View Profile

Tabs3 Trust Accounting Software (TAS) tracks an unlimited number of trust accounts and manages up to 99 different bank accounts. Print checks, reconcile bank statements and make payments to your firm. TAS optionally warns you when an account goes below a minimum balance. Print IRS 1099 forms or save them to a file for electronic filing. TAS integrates with Tabs3 Billing. Credit card authorization allows client trust deposits via credit card while staying within most bar association guidelines. View Profile

Trust Accountant

by Delta Data

Easy, secure, highly rated solution for trust, probate, guardianship and investment portfolio accounting. Used by CPAs, attorneys, family offices, trust companies, charities. FREE DEMO View Profile


by Abacus Data Systems

Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations. View Profile


by AdvantageLaw

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

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

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

The Plaintiff

by Data Development

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

AccuTrust Gold

by AccuTech Systems

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

Billing Matters

by LexisNexis

Provides billing, expense, and accounts control. View Profile

Brief Accounting

by Brief Legal Software

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


by ESI Software

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


by FASTER Systems

Fiduciary accounting system for trusts and estates reporting. View Profile

Fiduciary Accounting

by Legal Automation

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



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

Iolta trust

by IOLTA Trust

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

CaseLode is a complete suite of law office management software products View Profile


by Infovisa

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

Microgen 5Series

by Microgen

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


by Financial Navigator

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


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. View Profile


by SS&C Technologies

Pacer is a multi-currency portfolio management system. View Profile


by PerfectLaw Software

All-in-one software for back office financial management and front office case management. View Profile

Redi2 Revenue Manager

by Redi2 Technologies

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


by Exhibit One Software

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

Trust Company Software

by Strategic Information Technology

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

Trust IS

by Trust Service Company

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


by TrustBooks

Web-based trust accounting software for attorneys. View Profile


by HWA International

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



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

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