Top Trust Accounting Software Products

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by Themis Solutions

Clio helps lawyers build a better practice. Generating a bill with Clio is quick and easy, and so is receiving payment. Stay on top of your receivables by making it easy for your clients to pay on time with our built-in early payment discounts and interest calculations on late payments. Clio lets you receive online and credit card payments using services such as Paypal and LawPay. View Profile

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. View Profile

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)! View Profile

CosmoLex is the one solution that lets solo attorneys & small law firms manage their practice, billing, AND accounting, all in one login (No QuickBooks required). CosmoLex users can eliminate the need to maintain multiple programs because CosmoLex does it all -- including time & expense tracking, billing, business accounting, trust (IOLTA) accounting, calendaring, task, email & document management, even secure client communications-- in one web-based application. Try CosmoLex free for 1-month! 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

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

Unlike other case management software, CaseFleet is designed exclusively for litigators. CaseFleet includes powerful features for calendaring deadlines, tracking facts, recording settlement offers, listing witnesses, and managing evidence - all from the same platform you use to record your time, create invoices, and manage your trust account. Our flexible plans include a standalone version of Timelines. Experience first-rate customer service, and a beautiful, intuitive user interface. View Profile


by Abacus Data Systems

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. View Profile

PracticePanther Legal Software

by PracticePanther Legal Software

Mobile friendly and secure legal case management software that's surprisingly easy to use. All your case files in 1 place. Try it free. View Profile

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


by AdvantageLaw

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

Providing complete systems for law firm case management and debt collection, allowing for remote offices on one centralized database. 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


by ESI Software

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

AccuTrust Gold

by AccuTech Systems

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

Brief Accounting

by Brief Legal Software

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


by Innovest Systems

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others. 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 Front Office, Back Office, mobile devices, and the web. 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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