Trust Accounting Software

Trust Accounting software allows administrators to manage trusts, estates and investment portfolios. Trust Accounting solutions can be used by bank trust departments, accountants, law firms, non-profit organizations and independent trust companies and helps to keep administrators in compliance with all applicable laws and regulations. Trust Accounting software is related to Accounting software, Fund Accounting software, Law Practice Management software, Investment Management software and Legal Billing software.

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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

by enSynergy Professional Services

(5 reviews)
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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

by Delta Data

(0 reviews)
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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
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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
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Grow the high performance law practice you've always dreamed of. Whether large or small, law practices have plenty of room to grow, and now is the time to do it. With Amberlo's powerful Digital Law Practice Management Platform firms scale faster, deliver higher value for clients at lower costs, and maximize profitability. Start growing your dream law practice today. It takes only 20 minutes to get started. Learn more about Amberlo Grow the high performance law practice you've always dreamed of with Amberlo's powerful Digital Law Practice Management Platform. Learn more about Amberlo
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.
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.
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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!
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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. 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.

by PracticePanther Legal Software

(311 reviews)
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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.
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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.
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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
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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.
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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).
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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.
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Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google. Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google.
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See why Zola is the FASTEST-GROWING practice management software. Built-in CRM, EMAIL & robust TRUST & BUSINESS Accounting. Zola Suite sports best-in-class Case Management features, sophisticated Bulk Billing, Document Management, Task Management and much more through a modern and intuitive interface. Zola is cloud-based and is accessible through any browser as well as native iOS and Android apps. Integrations include LawPay, Quickbooks & DropBox. Modern, robust practice management with built-in email & accounting. Beautiful, intuitive interface and apps for iOS and Android.
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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

by Superfluid Software

(35 reviews)
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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.

by LEAP Legal Software

(18 reviews)
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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.

by HiRUM Software Solutions

(10 reviews)
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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.

by Devlos Software

(10 reviews)
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Soluno is the premier time, billing, & accounting solution designed exclusively for law firms. Soluno's suite of integrated features puts all your back-end functions in one place - fully trust compliant, with no need for additional accounting packages. Soluno is flexible and scalable for your firm's needs. Host on the Cloud or on your own server, using any device; save money with our usage-based pricing model; and get a FREE full matter history conversion from your current database. Soluno is a premier time, billing, & accounting solution designed for law firms. Browser-based, trust compliant, & extremely flexible.
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Law Firm Management and Debt Collection Software, 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 installed or cloud based program that is specifically tailored for complete case management and trust accounting. Providing complete systems for law firm case management and debt collection, allowing for remote offices on one centralized database.
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.

by Advantage Law Software

(5 reviews)
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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.

by ESI Software

(5 reviews)
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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.
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Designed for small law firms, it is web-based software that helps manage, report and reconcile trust accounts. Designed for small law firms, it is web-based software that helps manage, report and reconcile trust accounts.

by Infovisa

(2 reviews)
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Online, real time trust accounting solution for managing general account information, account balances and transaction history. Online, real time trust accounting solution for managing general account information, account balances and transaction history.

by Data Development

(1 review)
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Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more. Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

by Brief Legal Software

(1 review)
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Cross-platform, integrated Time, Billing and Accounting software for the legal market. Cross-platform, integrated Time, Billing and Accounting software for the legal market.
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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.

by FASTER Systems

(1 review)
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Fiduciary accounting system for trusts and estates reporting. Fiduciary accounting system for trusts and estates reporting.

by Console Australia

(1 review)
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Cloud-based property management and trust accounting software for agencies who want to do less, and make 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.

by Golden Omega

(0 reviews)
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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.

by HWA International

(0 reviews)
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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.

by Trust Service Company

(0 reviews)
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Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting. Enables trust related services such as employee benefit trust accounting, individual retirement accounts and court accounting.

by infobizsolutions.com

(0 reviews)
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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

by AccuTech Systems

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Trust and investment management accounting software with reporting and automatic fee calculations. Trust and investment management accounting software with reporting and automatic fee calculations.

by Exhibit One Software

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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.

by Microgen

(0 reviews)
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Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships. Trust and corporate administration software for entities such as trusts, companies, foundations, funds and limited partnerships.

by Morningstar Technology

(0 reviews)
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CaseLode is a complete suite of law office management software products CaseLode is a complete suite of law office management software products

by LawMaster

(0 reviews)
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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%!

by SS&C Technologies

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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.

by Financial Navigator

(0 reviews)
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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.

by Dingosoft

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

by IOLTA Trust

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

by thewealthworks

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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.

by BHL Software

(0 reviews)
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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.

by PAULMAR Software

(0 reviews)
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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.

by Innovest Systems

(0 reviews)
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Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others. Web-based trust accounting platform that offers asset control and reporting for banks, trust companies, and others.

by Redi2 Technologies

(0 reviews)
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Invoicing and revenue accounting system for asset managers and trust custodians. Invoicing and revenue accounting system for asset managers and trust custodians.