Top Trust Accounting Software Products

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FEATURED PRODUCTS

AbacusLaw

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

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

PracticePanther Legal Software

by PracticePanther Legal Software

FOR LAWYERS ONLY - IOLTA Trust accounting software for attorneys and law firms. Don't fear an audit. Manage your books the right way with PracticePanther. Stay organized, and keep track of every payment and expense that flows through your firm. Sync with QuickBooks Online. Accept retainer payments. See trust account balances for each client. Pay invoices from trust funds. Stay compliant. Export reports for your accountant and make taxes a breeze. Try it free, no credit card needed. View Profile

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

Clio

by Themis Solutions

With Clio, the leading legal cloud-based practice management software, compliant trust accounting doesnt need to be complicated. Clio makes it easy to record advance fees and payments and reconcile trust accounts, so youll never have to worry about compliance. Quickly generate trust requests, and let clients instantly deposit funds into trust accounts using credit cards. View Profile

Clios trust accounting software makes it easy to request, deposit, and keep track of trust funds. View Profile

Overwhelmed by bloated practice management software and all the features you don't need? With LeanLaw, get only the features you will absolutely use, spend less money and stay in the online environment you're already in or with the device you already use. LeanLaw streamlines your timekeeping and billing, gets you paid faster and solves trust accounting thanks to our deep integration with QuickBooks Online. You'll lower your overhead and spend a lot less time on these tasks. Free trial available. View Profile

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

CosmoLex is the only solution that allows small law firms and solo attorneys to completely manage their practice, billing, AND accounting, all in one login (no QuickBooks required). CosmoLex even has built-in LawPay with no monthly fee (we cover $20 monthly fee forever for qualified customers). CosmoLex users save time and money by eliminating the need to maintain multiple programs because CosmoLex does it all in one web-based application. Try CosmoLex free today! View Profile

CosmoLex is the one solution that lets solo & small law firms manage their practice, billing AND accounting all in one single login. View Profile

Actionstep

by Actionstep Software

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. View Profile

The most powerful cloud based legal practice management software available - includes full front and back office functionality. View Profile

Headnote is the #1 legal billing software for solo and small firms. Click the orange button above to see Headnote in action. Designed by attorneys for attorneys that want a SIMPLE, easy-to-use solution for invoicing, accepting online payment and automating their engagement and collection processes. Headnote users get paid in hours instead of months to both trust and operating accounts. You can sign up, login and get paid TODAY. START YOUR FREE TRIAL. Simple software for the modern lawyer. View Profile

Legal billing software made specifically for solo and small firms that want to bring all payments & invoicing online immediately. 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

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

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. View Profile

Powerful practice management with built-in email and accounting. Beautiful, fun to use web interface and apps for iOS and Android. View Profile

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

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

New insurance trust accounting logic that enables agencies to report insurance trust financial solvency. Solvency is reported for each policy, each carrier and total trust. Policy premium float is calculated so trust funds beneficiaries can be reported by carrier. Enabling carriers to verify premium funds available in each producing agencys trust account. Full compliance with fiduciary mandates guaranteed. Many financial benefits for carriers. Unique Trust Balance Sheet in P&C industry. View Profile

New insurance premium accounting logic that enables agencies to report insurance trust financial solvency. View Profile

CaseFleet's Practice Manager keeps detailed records of your trust account transactions. Make notes, track related payments, include check numbers, dates, and amounts. Easily apply payments from your clients' trust accounts that automatically create a trust transaction record. Combined with our legal billing, CaseFleet makes it easy to keep track of client finances. View Profile

Case Management & Practice Management designed exclusively for litigators, with flexible plans, including Timelines standalone. 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

Give your firm the advantage of a complete solution - get organized with contacts, calendars, cases, documents, time, and billing. View Profile

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

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

Tabs3 Trust Accounting

by Software Technology

Never overdraw an account again! Manage separate ledgers for each client and matter, and create intuitive reports you can actually use. View Profile

Never overdraw an account again! Manage separate ledgers for each client and matter, and create intuitive reports you can actually use. View Profile

AdvantageLaw

by Advantage Law Software

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

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

Integrated trust & company administration/ accounting, CRM, entity compliance, document management. View Profile

Integrated trust & company administration/ accounting, CRM, entity compliance, document management. View Profile

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

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

ESILAW 360

by ESI Software

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

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

TrustBooks

by TrustBooks

Web-based trust accounting software for attorneys. View Profile

Web-based trust accounting software for attorneys. View Profile

The Plaintiff

by Data Development

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

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

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

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

FASTER

by FASTER Systems

Fiduciary accounting system for trusts and estates reporting. View Profile

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

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

i-trust

by Goldenomega.net

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

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

InnoTrust

by Innovest Systems

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

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

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

Law firm billing system

by Morningstar Technology

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

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

MAUI

by Infovisa

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

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

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

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

Navigator

by Financial Navigator

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

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

ONESOURCE Trust Tax

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

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

Pacer

by SS&C Technologies

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

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

PerfectLaw

by Executive Data Systems

All-In-One software for Front Office, Back Office, mobile devices, and the web. View Profile

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

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

TotalTrust

by Exhibit One Software

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

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

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

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

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

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

TrustNet

by HWA International

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

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

Trustpak

by infobizsolutions.com

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

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

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