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Integrated Trust accounting and administration software including powerful financial CRM, compliance module, trust and company statutory databases with integrated multi-currency trust accounting ledger. Connect other enVisual ledgers such as assets/investment ledger for full trust asset accounting. Connect the optional enVisual document management module to aid in record retention and compliance. Simple to implement, fast ROI. Learn more about enVisual360 Integrated trust & company administration/ accounting, financial CRM, entity compliance, document management. Learn more about enVisual360
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 Clio's trust accounting software makes it easy to request, deposit, and keep track of trust funds. Learn more about Clio
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
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
QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime. Used by over 3.3 million customers, QuickBooks Online provides smart tools for your business, yet is easy to use. You can organize your books for trust accounting, manage expenses, send invoices, track inventory, and even run payroll. With QuickBooks Online, you can get organized, save time, and even get paid fast by adding payments features. Try it free for 30 days! QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime.
Award-winning online accounting software designed for small business owners and accountants. Available on any computer or mobile device with an internet connection. Business finances and cashflow are updated in real time. Imports transactions from bank accounts. Unlimited user logins. Integrates with over 600 3rd-party business applications. Supports multiple currencies. Data is accessible through a single ledger, allowing accountants and clients to collaborate around finances. Beautiful cloud-hosted online accounting software for small business. Accessible anytime, anywhere. Take your free trial now!
QuickBooks Enterprise is an end-to-end trust accounting software that can grow with your business. It provides all the tools your business needs, yet is easy to use. You can organize your books, manage inventory, track sales, and even run payroll, but at the fraction of the cost. With QuickBooks Enterprise, you save thousands of dollars a year vs. comparable solutions. Powerful and flexible, it also comes in editions designed to fit your specific needs. Take a free test drive today. The leading accounting software for small businesses. Instant access to customer, vendor and employee information.
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 Simple, easy-to-use accounting software to help you manage your business finance in a smart way!
Zoho Books is an online accounting software that allows you to easily manage the money flowing in and out of your business. Manage your customers and invoices, while keeping expenses in check. Record, monitor and reconcile your bank accounts and transactions, and collaborate with your accountant in real-time. Most importantly, Zoho Books helps you make better, more informed decisions and stay on top of your business. Simple, easy-to-use accounting software to help you manage your business finance in a smart way!
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. Mobile friendly and secure legal case management software that's easy to use. All your case files in 1 place. Try it free.
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. Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations.
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. MyCase is a complete legal billing solution - track time, automate billing and invoicing & accept online payments in central location.
Sage Intacct helps CFOs access integrated management and financial reports across their business entities in minutes not days to 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. The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
Thousands of law firms have switched to CosmoLex - the only cloud-based, law practice management software with built-in, compliant legal accounting (no QuickBooks needed). CosmoLex eliminates the struggle of juggling separate systems for law practice management, billing, and accounting. LawPay credit card processing is also built-in with no fixed monthly fee. Simply log into CosmoLex Cloud - anytime, anywhere - to get everything you need to run your entire law practice. Try free today! CosmoLex is the only cloud-based, total practice management, billing, and accounting system (no QuickBooks® required).
Tabs3 Trust Accounting Software tracks an unlimited number of clients and matters, and manages up to 99 different bank accounts. Purchase Tabs3 Trust Accounting on its own or seamlessly integrate with Tabs3 Billing and PracticeMaster for complete firm management. Confidently manage your trust accounts with reports like Three-Way Reconciliation. Ensure accuracy by printing checks or recording manually written checks and EFTs and easily receive credit card payments to replenish account balances. Tabs3 Billing is a feature-rich, customizable option for stand alone billing or complete firm management.
Zola Suite offers complete business & trust accounting tools to maximize efficiency and revenue. Specifically designed for lawyers, Zola Suite¿s built-in accounting system does not require any clunky third-party integrations. Write checks and trust checks. Download bank & credit card activity from over 5,000 institutions. Robust accounting reports (3-Way Reconciliation, WIP-AR-Trust, P&L, GL, Vendor Payments, Account Reconciliation and more) help your firm make data-driven decisions. Built-in business & trust accounting tools designed to increase profitability. Advanced trust reports to track crucial financial data.
MYOB Essentials is the fast and easy way to manage your cash flow and ATO compliance requirements. Includes time saving features to help take care of the day-to-day bookwork. Say goodbye to cashflow headaches. Accept credit card or BPAY payments from clients directly from an emailed invoice. Fast and easy tax updates ensure youre always up-to-date. Paying super and staying on top of ATO Single Touch Payroll requirements is a breeze. Small Business cloud based accounting software to automate payroll, client management, tax and all your accounting needs.
Ideal for 8-30 attorney firms. LeanLaw modernizes the legal billing workflow the way it should be: flexible timekeeping connected to billing and top rated legal app with QuickBooks Online. Enter time once and proceed with total automation and no manual workarounds. Industry's best two-way, real-time sync means that your books are always up to date: true data gives you precise reports on profitability, trust balances, compensation & more. Top rated legal app in QuickBooks app store. Data is always in sync -- no 2 sets of books. Trust, 2Way Expense Sync LEDES, Free Trial
A cloud based, integrated Legal accounting and Practice Management, general accounting and trust accounting, system accessible ANYWhere, ANYTime from ANYDevice. uLaw has seamlessly Simplified trust and general accounting, automated court forms and provides powerful analytics allow solos and small law to operate efficiently, saving time and money with the comfort in knowing they are compliant with law society regulations. A cloud based, integrated practice management, accounting, trust accounting system accessible anywhere, anytime from any device.
Soluno is designed for law firms of all sizes that need a powerful time, billing, and accounting solution. Soluno is fully trust compliant and designed for easy trust accounting. Streamline trust transfers, prevent overdrawing funds, customize trust configurations, and more. Host Soluno using the Cloud or your own server; save money with our usage-based pricing model; and get a free full matter history conversion from your current database. Always backed by our 5-star Soluno Support team. Soluno is a web-based time, billing, & accounting solution designed for law firms of all sizes. Trust compliant and extremely powerful.
LEAP is a trust accounting software designed for solo and small law firms to manage client trust accounts accurately. LEAP removes the risk that comes with managing trust accounts. Important features include three-point trust account reconciliation, bank reconciliation, overdraft protection and printable disbursement checks. LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.
HiRUMs Property Management Software Solution is now installed in over 1000 hotels and properties around the world, managing more than 120,000 accommodation rooms. HiRUM has become one of the Global Leaders in Hotel Software, helping hotel and accommodation managers with a complete hotel software solution. HiRUM software is designed with the hotel, accommodation and management rights industry in mind. Our property management software offers you the ease of a comprehensive end to end solution for the hospitality industry.
Law Firm Management and Debt Collection Software, Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgments. Case Master Pro is available in the cloud or can be locally installed on your server. Legal case management and debt collection software available in the cloud or can be locally installed on your server.
Expert Sierra takes Aderant's leading comprehensive end-to-end legal business solution to the cloud for mid-size law firms. Firms with around 15-150 users can consolidate and centralize case, document, and billing information in one secure solution. Access is available on-the-go, and task flows are fully customizable. Reimagine your firm's success with increased efficiency and profitability from any device on the cloud. Expert Sierra is the most comprehensive end-to-end cloud solution for the mid-size firm helping you manage your practice and firm.
Web-based solution that provides law practice management through cost tracking, financial reporting, accounting, budgeting and more. Web-based solution that provides law practice management through cost tracking, financial reporting, accounting, budgeting and more.
ESILAW 360 is an integrated practice management and accounting solution that helps you build a stronger foundation for your legal practice and allows you to do what you do best - practice law. Store your data locally or on the cloud and enjoy features like easy time & expense tracking, fast billing, efficient client and matter management, and fully integrated accounting back-end. Try today and join thousands of lawyers who have been using ESILAW legal solutions for over 30 years! Legal billing, practice management, general and trust accounting, productivity and financial reporting and local or cloud data hosting.
Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return. Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return.
Cloud-based property management and trust accounting software for agencies who want to do less, make more and grow more. And the key to how we can help you do that? Powerful workflows that help you take control of your portfolio and your business in just seconds. Five reasons to choose Console Cloud: - Access one platform with many integrations - A better migration and support experience - Unlock powerful automation - Advanced reporting - First-class compliance World-class trust accounting + intelligent property management workflows. Manage your portfolio with fewer systems and less hassle.
BHL Insight is a sophisticated and flexible Legal Practice Management System that can be installed on your local device, your firms local server and/or accessed remotely via the cloud. BHL Insight is a truly open system and easily interfaces with Microsoft Office, Outlook Hummingbird, iManage, Worldox and other third party products, but it does not rely on such products for its core functionality. BHL Insight is a sophisticated and flexible Legal Practice Management System for law firms of all sizes.
i-Trust.net is a Windows trust fund handling software program. It offers full automation and flexibility, with complete record keeping, CRM, Calendar, Letter Writing. Additionally, it produces a strict audit trail of funds. It is designed for Mortgage brokers, Real estate brokers, Foreclosure company trustees, Property management companies, Attorneys, Estates, Insurance agents, Nonprofit organizations and Payroll accounts. Trust fund handling software program for mortgage and real estate brokers; offers full automation and flexibility.
Comprehensive software that produces the full range of well-organized reports including standard features like extensive tickler files, trust fees calculations, self-checking input screens and daily balancing, annually updated 1099s, 5498s and electronic reporting to the IRS, investment review with future income projections, master accounts consolidation, single entry dividend and interest mapping, data exports to Excel files and much more. Ask us about our other software too. Comprehensive trust accounting system that separates principal from income, and tracks tax lots in multiple portfolios.
Trustpak - Multi-Bank, Multi-currency Trust Accounting Software has been designed to complete the task of Trust Accounting with speed, accuracy and ease. It produces all of the reports necessary for a Trust Account audit. Trustpak for Windows Free 60 Day Demo Version. Now Supporting Windows 10. We have versions for Australia, Canada, Malaysia, New Zealand, Philippines, South Africa, United Kingdom, USA. Fully compliant with all Australian Trust Account Regulations. Trustpak has been designed to complete the task of Trust Accounting with speed, accuracy and ease. Supports Win10 FREE DEMO AVAILABLE
Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Comprehensive accounting system allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.
LawMaster technology is more comprehensive, more integrated and more functional than any other practice management software system available. While others have some of what you need, LawMaster has everything in-built, seamless and fully integrated. Theres no need for multiple software packages and no reliance on legacy systems. LawMaster has been known to improve a firm's performance by as much as 30%...Let LawMaster find your firm's 30% A powerful single solution designed to enhance the performance of your law firm. Let LawMaster improve your firm's performance by 30%!
Pacer is portfolio management and accounting system designed to manage diversified global portfolios and meet the unique management and accounting needs of all business streams, from institutional and pension management, to separately managed accounts, private client portfolios, mutual funds and unit trusts. Pacer is a multi-currency portfolio management system.
Navigator is an integrated general ledger and portfolio management software used by Family Offices, CPA firms, Trusts and Estates, Investment firms and other financial professionals. General ledger and portfolio management software used by family offices, CPA firms, trusts and estates, and investment firms.
Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies. Troika will streamline your processes; saving time and money by reducing data duplication and fully automating the production of trust accounts. Troika can be linked to existing tax software and data feeds and can output to Microsoft Office for easily customisable reports. Troika will also reduce your compliance risk and assists with FATCA reporting obligations. Troika is the essential wealth management software for family offices, private client practitioners and offshore trusts companies.
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. New insurance premium accounting logic that enables agencies to report insurance trust financial solvency.
Automate mundane client intake and case management activities, and concentrate on the most valuable work for your firm, and your clients. Law practice management tool that helps lawyers automate litigation processes, from handling legal documents to capturing client data.