# Best Trust Accounting Software 2026 | Capterra > Find the top Trust Accounting software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/trust-accounting-software --- # Best Trust Accounting Software Last updated on April 21, 2026 How to find the right Trust Accounting Software? Learn more from our team about Trust Accounting Software pricing features and benefits in our Trust Accounting Buyers Guide Need help? Tell us your requirements and get a personalized shortlist of the best software. ## What is trust accounting software? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on April 21, 2026 [Trust accounting software](https://www.capterra.com/trust-accounting-software/) is a software platform that helps lawyers manage trust accounts and wealth estates for their clients. It assists law firms in overseeing the funds clients receive and hold in their trust accounts. Trust accounting tools offer a dashboard to track overall estate wealth, monitor multiple real estate assets, and transfer client funds from one account to another. They generate invoices for trust account transactions along with reports that showcase the overall financial standing of client accounts. For more information consult our [Trust Accounting Buyers Guide](#buyers-guide-content) [4.3 (618)](https://www.capterra.com/p/76/Intacct/reviews/) Legal finance in Intacct with trust and IOLTA workflows via integrated practice platforms. [Learn more about Sage Intacct](https://www.capterra.com/p/76/Intacct/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [4.4 (3282)](https://www.capterra.com/p/120109/Xero/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Xero is an online accounting software solution for small businesses, sole traders, and accountants in any industry. [Learn more about Xero](https://www.capterra.com/p/120109/Xero/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [4.6 (191)](https://www.capterra.com/p/2589/Tabs3-Billing/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Tabs3 Software is a reliable, easy-to-use, seamlessly integrated suite of products for legal professionals. [Learn more about Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 83% recommend this product Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [4.7 (1692)](https://www.capterra.com/p/105428/Clio/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Ranked #1, Clio is the leading trust accounting solution with the most 5-star reviews. Schedule a live demo to learn more. [Learn more about Clio](https://www.capterra.com/p/105428/Clio/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 89% recommend this product [4.4 (672)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Online accounting solution that assists businesses with quoting, invoicing, billing, document management, inventory & other processes. [Learn more about Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [4.7 (524)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) PracticePanther is the highest-rated legal trust accounting software built for solo, small, & mid-sized law firms in any practice area [Learn more about PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 84% recommend this product [4.4 (60)](https://www.capterra.com/p/75540/Centerbase/reviews/) Built-in general ledger business and trust/retainer accounting for law firms. [Learn more about Centerbase](https://www.capterra.com/p/75540/Centerbase/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [4.7 (647)](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) We are the #1 web-based time billing, invoicing and project management software for law firms. Find out why with our 30-day free trial. [Learn more about TimeSolv Legal Billing](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 86% recommend this product [4.6 (340)](https://www.capterra.com/p/18931/CosmoLex/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) CosmoLex is a cloud-based practice management, billing, and accounting system for law firms of all sizes. [Learn more about CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 89% recommend this product [4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Actionstep Legal Accounting is a specialized accounting, billing, trust, and time tracking platform designed for midsize law firms. [Learn more about Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 81% recommend this product [## QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8409)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) QuickBooks simplifies trust accounting by managing client funds, tracking expenses & ensuring compliance. . [Learn more about QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [## 8am MyCase](https://www.capterra.com/p/115613/MyCase/) [4.6 (788)](https://www.capterra.com/p/115613/MyCase/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) 8am MyCase is a complete legal software solution: track time, automate billing and invoicing & accept online payments all in one place. [Learn more about 8am MyCase](https://www.capterra.com/p/115613/MyCase/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 88% recommend this product [## BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/) [4.5 (784)](https://www.capterra.com/p/141096/BQE-Software/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) BQE CORE is accounting and invoicing software that helps architecture and engineering firms manage operations from one platform. [Learn more about BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 85% recommend this product [## LEAP](https://www.capterra.com/p/147413/LEAP/) [4.3 (537)](https://www.capterra.com/p/147413/LEAP/reviews/) LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts. [Learn more about LEAP](https://www.capterra.com/p/147413/LEAP/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [## AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/) [3.9 (371)](https://www.capterra.com/p/18374/AbacusLaw/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations. [Learn more about AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [## Smokeball](https://www.capterra.com/p/133656/Smokeball/) [4.8 (357)](https://www.capterra.com/p/133656/Smokeball/reviews/) Cloud-based legal practice management tool that helps businesses manage trust accounting, document automation, intake forms, and more. [Learn more about Smokeball](https://www.capterra.com/p/133656/Smokeball/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 88% recommend this product [## Bill4Time](https://www.capterra.com/p/212371/Bill4Time/) [4.8 (207)](https://www.capterra.com/p/212371/Bill4Time/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Bill4Time is a billing and invoicing software that helps businesses streamline time tracking, invoicing, and project management. [Learn more about Bill4Time](https://www.capterra.com/p/212371/Bill4Time/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 94% recommend this product [## Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/) [4.4 (204)](https://www.capterra.com/p/82112/Rocket-Matter/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Rocket Matter gives busy lawyers one single source of truth that empowers them to grow their firms and increase their profitability. [Learn more about Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [## CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/) [4.5 (155)](https://www.capterra.com/p/144573/CARET-Legal/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) CARET Legal's trust accounting software includes bulk trust fund application, accurate bookkeeping with 3-way reconciliation, and more. [Learn more about CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 83% recommend this product [## MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/) [3.9 (148)](https://www.capterra.com/p/183867/MYOB-Business/reviews/) Small Business cloud based accounting software to automate payroll, client management, tax and all your accounting needs. [Learn more about MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [## Actionstep](https://www.capterra.com/p/139923/Actionstep/) [4.2 (135)](https://www.capterra.com/p/139923/Actionstep/reviews/) Compliant trust and client accounting—manage retainers, safeguard client funds, and stay audit-ready with ease. [Learn more about Actionstep](https://www.capterra.com/p/139923/Actionstep/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [## Amberlo](https://www.capterra.com/p/162674/amberlo/) [4.7 (110)](https://www.capterra.com/p/162674/amberlo/reviews/) Trust accounting for law firms to track balances, manage transfers, and avoid costly mistakes. [Learn more about Amberlo](https://www.capterra.com/p/162674/amberlo/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 92% recommend this product [## TrustBooks](https://www.capterra.com/p/145679/TrustBooks/) [5.0 (107)](https://www.capterra.com/p/145679/TrustBooks/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) Cloud based software designed specifically for attorneys to help you easily manage all your law firm's accounting needs. [Learn more about TrustBooks](https://www.capterra.com/p/145679/TrustBooks/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting 99% recommend this product [## CaseFox](https://www.capterra.com/p/121682/CaseFox/) [4.5 (96)](https://www.capterra.com/p/121682/CaseFox/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) CaseFox Legal Trust Accounting: IOLTA-compliant tracking & reconciliation for law firms & lawyers. Manage client funds with confidence. [Learn more about CaseFox](https://www.capterra.com/p/121682/CaseFox/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting [## LeanLaw](https://www.capterra.com/p/157188/LeanLaw/) [4.7 (92)](https://www.capterra.com/p/157188/LeanLaw/reviews/) [Capterra Shortlist](https://www.capterra.com/trust-accounting-software/shortlist/) LeanLaw is a cloud-based legal billing software that helps law firms streamline trust accounting, invoicing, reporting, and more. [Learn more about LeanLaw](https://www.capterra.com/p/157188/LeanLaw/) Trust Accounting features reviewers most value Accounting Billing & Invoicing Case Management Compliance Management Document Management Invoice Management Task Management Time & Expense Tracking Trust Accounting Page 1 of 3 Filter (59) Products: Sort By: Sponsored * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Accounting Accrual Accounting AI Copilot Asset Accounting Bank Reconciliation Billing & Invoicing Case Management Check Writing Compliance Management Contact Management Cross Ledger Posting Customer Statements Data Import/Export Document Management Electronic Payments Fee Calculation & Posting General Ledger Generative AI Invoice Management Receipt Management Task Management Tax Management Third-Party Integrations Time & Expense Tracking Trust Accounting Workflow Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Accounting Practice Management Software](https://www.capterra.com/accounting-practice-management-software/)[Accounting Software](https://www.capterra.com/accounting-software/)[Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)[Investment Management Software](https://www.capterra.com/investment-management-software/)[Law Practice Management Software](https://www.capterra.com/law-practice-management-software/) I'm looking for Trust Accounting Software that is: [Free](https://www.capterra.com/trust-accounting-software/s/free/) Table of Contents - [Benefits of trust accounting software](#benefits-of-trust-accounting-software) - [Typical features of trust accounting software](#typical-features-of-trust-accounting-software) - [The cost of trust accounting software](#the-cost-of-trust-accounting-software) - [Considerations when buying trust accounting software](#considerations-when-buying-trust-accounting-software) ## Benefits of trust accounting software - **Streamlines document management:** Trust accounting software provides a digital repository to store and classify documents for multiple trust accounts. This functionality helps manage documents more efficiently as well as eliminates the chances of document loss or misplacement. - **Improves compliance and practice management:** Trust and property management often involve working with new laws and regulations every year. A trust accounting solution tracks and updates itself based on changes in government policies and regulations, helping your legal firm stay compliant with new guidelines and avoid penalties. - **Tracks expenses and creates invoices:** Trust accounting software helps track and manage bills and expenses for your clients’ trust accounts. It offers a centralized dashboard to create transaction invoices for all clients. It also lets you customize the invoices based on the work done and send them to your clients. - **Improves financial reporting for tax filing:** With trust accounting software, you can export financial data from clients’ trust accounts to improve financial reporting for your team. This process also makes it easier for you to file taxes for the trust accounts you manage on behalf of your clients. ## Typical features of trust accounting software - **Trust accounting:** Track the overall balance held in trust accounts, and maintain detailed and accurate records of the funds trusts receive. - **General ledger:** Maintain a clear distinction between the funds your business receives as payments and funds that are part of a client's trust. A general ledger is a master record of transactions on the trust accounts you manage. - **Automatic billing and invoicing:** Track the billable hours for each client to create invoices, and send the invoices to your clients automatically via email. - **Calendar management**: Integrate the trust fund accounting software with your calendar to schedule daily tasks and allow clients to self-book meetings or appointments. ## The cost of trust accounting software Most products on the market are priced on a per-month basis and can be divided into three pricing tiers based on their starting prices. **Price ranges:\*** - $12 - $15 - $16 - $39 - $39+ _\*The pricing included is for the entry-level/lowest-priced offering found on vendor websites on September 30, 2022. These ranges correspond to the 25th, 75th, and 100th percentiles of pricing information gathered from vendor websites of sample products._ The above list summarizes pricing for the base plans of most products. An enterprise or premium product that is priced higher may include additional features such as legal matter management or automated litigation management ## Considerations when buying trust accounting software - **Assess the level of security the software offers.** Managing trust or client funds means dealing with sensitive financial data. Therefore, the trust accounting system you select should offer data protection features such as encryption, two-factor authentication, and role-based access to safeguard clients’ financial information. When exploring software options, ask vendors about the type of data security and authentication their tool offers. - **Check whether the software provides bank reconciliation.**An ideal trust accounting solution should offer the bank reconciliation feature to automate the process of comparing the numbers on your balance sheet with the actual amount in the trust funds you handle. When exploring trust account software options, ask vendors whether their product offers this feature. - **Look for multicurrency functionality.** If you manage international clients, you'll need legal trust accounting software that can handle transactions in various currencies for the trust funds you handle. Before investing in any product, ask vendors whether their product supports multicurrency trust account management. **Sources** Products evaluated for the pricing calculation were taken from [Capterra’s trust accounting software directory](https://www.capterra.com/trust-accounting-software/), sorted by the number of reviews. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them.