Trust Accounting Software

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What is Trust Accounting Software?

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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. Learn more about 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. Learn more about PracticePanther Legal Software

Actionstep

by Actionstep Software

Actionstep is an intelligent, cloud-based solution for future-focused law professionals. Ideally suited to growing law firms with 5-50 users, Actionstep is unique in its ability to customize workflows to suit your law practice. Together with sophisticated document management, full accounting, and intelligent time recording, Actionstep is a fully-featured solution that provides next level practice management for law firms. Start your free trial today to learn more. Learn more about Actionstep

A top-rated, fully-featured, cloud-based solution for growing law firms with 5-50 users. Intelligent, flexible and affordable. Learn more about Actionstep

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. Learn more about AbacusLaw

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

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. Learn more about Tabs3 Trust Accounting

Never overdraw an account again! Manage separate ledgers for each client and matter, and create intuitive reports you can actually use. Learn more about Tabs3 Trust Accounting

CosmoLex is the only total solution that includes 100% compliant law office accounting (No QuickBooks Required!) along with legal billing & practice management. Built-in IOLTA trust accounting safeguards, fully integrated billing, accounting & practice management, automated bank account reconciliation, and one-click 3-way reconciliation keeps your firm audit-ready all the time. Thousands of legal professionals run simplified and compliant practices with CosmoLex. Try CosmoLex free today! Learn more about CosmoLex

CosmoLex is the only Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks Required). Learn more about CosmoLex

With Clio, the leading legal cloud-based practice management software, compliant trust accounting doesn't need to be complicated. Clio makes it easy to record advance fees and payments, and reconcile trust accounts, so you never have to worry about compliance. Quickly generate trust requests and let clients instantly deposit funds into IOLTA accounts using credit cards. You can even approve an invoice and apply client trust funds with one click. Learn more about Clio

Clios trust accounting software makes it easy to request, deposit, and keep track of trust funds. Learn more about Clio

Kurent

by Tabs3 Software

Kurent, by Tabs3, gives you an easy way to track your time, create invoices, manage trust accounts, and get paid on any device. With Kurent, you can track time from any screen, create and send customizable invoices, and keep track of your matters and your firm with easy-to-use dashboards. With our LawPay and QuickBooks integrations, you can get paid online, and manage your back office. Without elaborate practice management features to get in the way, billing should take minutes, not hours. Learn more about Kurent

Kurent provides attorneys with a seamless way to track time, create invoices, manage trust accounts, and get paid - on any device. Learn more about Kurent

Expert Sierra is the most comprehensive end-to-end legal cloud solution for the mid-size firm (15-150 users) helping you manage your practice and firm. Cut the cord on multiple systems. Work cases, review and edit documents, track and bill time, shorten the WIP to cash cycle with a complete financial solution and so much more. All from one robust solution anytime, anywhere from any device. Meet Expert Sierra- Aderant's legal management cloud solution. Learn more about Aderant Expert Sierra

Expert Sierra is the most comprehensive end-to-end cloud solution for the mid-size firm helping you manage your practice and firm. Learn more about Aderant Expert Sierra

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. Integrates with LawPay, Quickbooks, RPost, Drive, OneDrive, Box, Dropbox, Microsoft Word/Outlook, Ricoh Learn more about Zola Suite

Powerful practice management with built-in email and accounting. Beautiful, fun to use web interface and apps for iOS and Android. Learn more about Zola Suite

TimeSolv is a comprehensive legal billing and timekeeping system, including robust IOLTA Trust features. Set up multiple trust accounts, show balances on invoices and in your trust reports. Set auto-replenish for your clients within TimeSolv and accept credit card payment directly to your trust account. Reconcilliation is a breeze! Our easy-to-use cloud legal billing software has been proven since 1999 with over $5.2 billion billed. Join thousands of legal professionals who trust TimeSolv. Learn more about TimeSolv Legal Billing

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

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 Learn more about Zoho Books

Simple, easy-to-use accounting software to help you manage your business finance in a smart way! Learn more about Zoho Books

Easy, secure, highly rated solution for trust, probate, guardianship and investment portfolio accounting. Used by CPAs, attorneys, family offices, trust companies, charities. FREE DEMO Learn more about Trust Accountant

Easy, secure solution for trust, probate and investment accounting. Used by CPAs, attorneys, family offices, trust companies, charities Learn more about Trust Accountant

HoudiniEsq Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF/Word doc generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google. Learn more about HoudiniESQ

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

Law Firm Management and Debt Collection Software for Windows, providing complete systems that will meet the needs of Law firms in terms of case management software that will also allow for remote offices on one centralized database system. The Case Master Pro software is a fully featured Windows based program that is specifically tailored for complete case management and trust accounting. Learn more about Case Master Pro

Providing complete systems for law firm case management and debt collection, allowing for remote offices on one centralized database. Learn more about Case Master Pro

MyCase understands the importance of trust accounting compliance and an attorney's ethical obligations when it comes to handling client funds. From time tracking to invoice creation to collecting payment and everything in between, MyCase simplifies an otherwise complicated process with comprehensive end-to-end billing and account reconciliation, saving your firm precious time month after month. Try MyCase for free at mycase.com - no credit card required. Learn more about MyCase

MyCase is a complete legal billing solution - track time, automate billing and invoicing & accept online payments in central location. Learn more about MyCase

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. Learn more about NOBL - Insurance Trust Accounting

New insurance premium accounting logic that enables agencies to report insurance trust financial solvency. Learn more about NOBL - Insurance Trust Accounting

Sage Intacct helps CFOs access integrated management and financial reports across their business entitiesin minutes not daysto grow and drive their business. Sage Intacct is the AICPA preferred financial management product that allows your growing mid-sized business to go further, faster with the core financials you need to automate your most important processes, reduce your reliance on spreadsheets, and give you greater visibility into your business performance. Learn more about Sage Intacct

The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Learn more about Sage Intacct

LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts. Learn more about LEAP

LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts. Learn more about LEAP

Ramco ERP

by Ramco Systems

Ramco offers post-modern and cognitive ERP software on cloud transforming organizations to digital enterprises. Learn more about Ramco ERP

Ramco offers post-modern and cognitive ERP software on cloud transforming organizations to digital enterprises. Learn more about Ramco ERP

AdvantageLaw

by Advantage Law Software

Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management. Learn more about AdvantageLaw

Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management. Learn more about AdvantageLaw

TrustBooks

by TrustBooks

Web-based trust accounting software for attorneys. Learn more about TrustBooks

Web-based trust accounting software for attorneys. Learn more about TrustBooks

ESILAW 360

by ESI Software

Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting. Learn more about ESILAW 360

Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting. Learn more about ESILAW 360

FASTER

by FASTER Systems

Fiduciary accounting system for trusts and estates reporting. Learn more about FASTER

Fiduciary accounting system for trusts and estates reporting. Learn more about FASTER

MAUI

by Infovisa

Online, real time trust accounting solution for managing general account information, account balances and transaction history. Learn more about MAUI

Online, real time trust accounting solution for managing general account information, account balances and transaction history. Learn more about MAUI

PerfectLaw

by Executive Data Systems

All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web. Learn more about PerfectLaw

All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web. Learn more about PerfectLaw

The Plaintiff

by Data Development

Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more. Learn more about The Plaintiff

Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more. Learn more about The Plaintiff

AccuTrust Gold

by AccuTech Systems

Trust and investment management accounting software with reporting and automatic fee calculations. Learn more about AccuTrust Gold

Trust and investment management accounting software with reporting and automatic fee calculations. Learn more about AccuTrust Gold

BHL Insight

by BHL Software

BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes. Learn more about BHL Insight

BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes. Learn more about BHL Insight

Brief Accounting

by Brief Legal Software

Cross-platform, integrated Time, Billing and Accounting software for the legal market. Learn more about Brief Accounting

Cross-platform, integrated Time, Billing and Accounting software for the legal market. Learn more about Brief Accounting

Fiduciary Accounting

by Legal Automation

Software to manage probate, conservatorship, guardianship or trust accounting. Learn more about Fiduciary Accounting

Software to manage probate, conservatorship, guardianship or trust accounting. Learn more about Fiduciary Accounting

i-trust

by Goldenomega.net

Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility. Learn more about i-trust

Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility. Learn more about i-trust

InnoTrust

by Innovest Systems

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others. Learn more about InnoTrust

Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others. Learn more about InnoTrust

Iolta trust

by IOLTA Trust

IOLTA Trust accounting software is an easy and safe cloud based solution. Learn more about Iolta trust

IOLTA Trust accounting software is an easy and safe cloud based solution. Learn more about Iolta trust

Law firm billing system

by Morningstar Technology

CaseLode is a complete suite of law office management software products Learn more about Law firm billing system

CaseLode is a complete suite of law office management software products Learn more about Law firm billing system

LawMaster

by LawMaster

A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%! Learn more about LawMaster

A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%! Learn more about LawMaster

Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships. Learn more about Microgen 5Series

Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships. Learn more about Microgen 5Series

Navigator

by Financial Navigator

General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms. Learn more about Navigator

General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms. Learn more about Navigator

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. Learn more about ONESOURCE Trust Tax

Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return. Learn more about ONESOURCE Trust Tax

Pacer

by SS&C Technologies

Pacer is a multi-currency portfolio management system. Learn more about Pacer

Pacer is a multi-currency portfolio management system. Learn more about Pacer

Redi2 Revenue Manager

by Redi2 Technologies

Invoicing and revenue accounting system for asset managers and trust custodians. Learn more about Redi2 Revenue Manager

Invoicing and revenue accounting system for asset managers and trust custodians. Learn more about Redi2 Revenue Manager

TotalTrust

by Exhibit One Software

Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Learn more about TotalTrust

Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Learn more about TotalTrust

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

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

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. Learn more about Trust Company Software

Offers trust companies a solution that can grow with you over time - featuring a Plug-In Banking architecture. Learn more about Trust Company Software

Trust IS

by Trust Service Company

Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting. Learn more about Trust IS

Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting. Learn more about Trust IS

TrustNet

by HWA International

Comprehensive trust accounting system that separates principal from income, and tracks tax lots in multiple portfolios. Learn more about TrustNet

Comprehensive trust accounting system that separates principal from income, and tracks tax lots in multiple portfolios. Learn more about TrustNet

Trustpak

by infobizsolutions.com

Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE Learn more about Trustpak

Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE Learn more about Trustpak

Filter Results (46)

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Deployment

Features


What is Trust Accounting Software?

Trust Accounting software allows administrators to manage trusts, estates and investment portfolios.