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

CosmoLex combines practice management, billing AND accounting (No QuickBooks Required), all in one login. 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

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

PracticePanther Legal Software

by PracticePanther Legal Software

FOR LAWYERS ONLY - IOLTA Trust accounting software for attorneys and law firms. Dont 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. 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. 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) 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

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

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 & 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


by AdvantageLaw

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

LEAP is a cloud legal software solution for solo & small law firms wishing to become more efficient, more flexible and make more money! 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 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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