Top Trust Accounting Software Products

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by Abacus Data Systems

Only AbacusLaw 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 youre safeguarded from inadvertently overdrawing a clients trust account or a trust matter. Integrated with time & billing, the trust accounting feature makes it easy to maintain a complete set of records for your clients. View Profile

MyCase is an 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 is cloud-based law practice management software that integrates time tracking, billing, trust (IOLTA) accounting, calendaring, task & document management, all within one application. Only CosmoLex offers fully integrated trust (IOLTA) accounting that includes check printing, bank reconciliation and generation of 1-click three-way reconciliation statements. CosmoLex can be used anytime/anywhere and makes law practice more compliant, efficient, productive and profitable. View Profile

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 View Profile

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. View Profile

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

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


by ESI Software

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

Tabs3 Trust Accounting

by Software Technology

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

by Delta Data

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