Trust Accounting Software

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PracticePanther Legal Software

PracticePanther Legal Software

by PracticePanther Legal Software

(174 reviews)

Join the HIGHEST RATED legal software on Capterra! See why thousands of law firms in over 35 countries use PracticePanther to automate their firms, and get more done in less time. Never miss a deadline with alerts, get paid faster with one-click billing, & track billable time & expenses. Work from anywhere, on any device, with the mobile apps. It's easy, user-friendly and intuitive. Now you can spend less time managing your firm, and more time making money. Try it free, no credit card needed. Learn more about PracticePanther Legal Software

CosmoLex

CosmoLex

by CosmoLex

(126 reviews)

CosmoLex is the only total solution that includes billing, practice management AND compliant law office accounting (No QuickBooks Needed). CosmoLex's One Price - One Login system ends the daily struggle of using a hodgepodge of practice management and accounting systems forever. CosmoLex even has built-in LawPay with no fixed monthly fee. Learn why 1000s of legal professionals have switched to CosmoLex. Try CosmoLex free today! Learn more about CosmoLex

AbacusLaw

AbacusLaw

by Abacus Data Systems

(115 reviews)

AbacusLaw will improve your cash flow by invoicing and collecting from clients so you can focus on your business. Founded in 1983, AbacusLaw can handle all billing aspects including time, trust accounting, general ledger, payroll, accounts payable and receivable, check writing, financial statements, court rules, auto-fill court PDF forms, cases, conflicts, contacts, dockets, docs, emails, files and more. Also available in our private cloud for a complete disaster-proof solution. Learn more about AbacusLaw

Tabs3 Trust Accounting

Tabs3 Trust Accounting

by Software Technology

(8 reviews)

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

Clio

Clio

by Themis Solutions

(251 reviews)

The best run-law firms use Clio: The case management software that saves lawyers and legal professionals eight hours per week. With intuitive time tracking, billing, matter management, and more, Clio streamlines everything you do to run your practice, from intake to invoice. Clio is cloud-based, so you can securely manage your practice from anywhere, on any device. And, over 70 legal and nonlegal tools and services integrate directly with Clio. Try it for free at clio.com. Learn more about Clio

TimeSolv Legal Billing

TimeSolv Legal Billing

by TimeSolv Billing

(143 reviews)

TimeSolv helps lawyers increase their billable time and get paid faster. We are the most comprehensive, yet easy-to-use cloud legal billing software proven since 1999 with over $5.2 billion billed. Join thousands of legal professionals who trust TimeSolv. TimeSolv can be used off line and online. Compatible with PCs and Macs, iPad and other tablets, iPhones and Android app. Get paid faster with LawPay and Client Portal. Try our 30-day FREE trial. Learn more about TimeSolv Legal Billing

LeanLaw

LeanLaw

by LeanLaw

(8 reviews)

Overwhelmed by bloated practice management software and all the features you don't need? With LeanLaw, get only the features you will absolutely use, spend less money and stay in the online environment you're already in or with the device you already use. LeanLaw streamlines your timekeeping and billing, gets you paid faster and solves trust accounting thanks to our deep integration with QuickBooks Online. You'll lower your overhead and spend a lot less time on these tasks. Free trial available. Learn more about LeanLaw

Zoho Books

Zoho Books

by Zoho Books

(165 reviews)

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. Learn more about Zoho Books

Zola Suite

Zola Suite

by Zola Suite

(58 reviews)

Zola Suite is THE ONLY practice management application with a TRUE, BUILT-IN EMAIL and ROBUST BUSINESS & TRUST ACCOUNTING. In addition to these unique capabilities, Zola Suite offers best-in-class Case Management features, robust Legal Billing, Document Management, Task Management and much more 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. Learn more about Zola Suite

Actionstep

Actionstep

by Actionstep Software

(42 reviews)

If power and functionality are what you need, then look no further. Actionstep is the most powerful cloud based practice management software available. It includes all the features you need to run your entire firm (front and back office), and you can use the built-in workflow engine to automate your processes, emails, documents, and more. Turn your firm into an efficient and sustainable business. Start a free trial today to find out more. Learn more about Actionstep

MyCase

MyCase

by MyCase

(135 reviews)

MyCase is affordable, intuitive and powerful legal case and practice management software designed for the modern law firm. Give your firm the advantage of a complete solution - get organized with contacts, calendars, cases and matters, documents, time tracking, billing, and more. Plus, with the secure client communication portal you can delight your clients by keeping them informed about important case information. With MyCase you will practice more and manage less. Learn more about MyCase

Trust Accountant

Trust Accountant

by Delta Data

(0 reviews)

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

CaseFleet

CaseFleet

by CaseFleet

(10 reviews)

Unlike other software, CaseFleet is designed specifically for litigators. From powerful features for managing facts and key evidence to a calendar that links to individual matters, CaseFleet gives you an edge in litigation. And with our easy-to-use practice management, including a CRM, case activity tracker, task manager, time keeper, billing system, and settlement tracker, CaseFleet keep your case file organized. Eliminate the need for multiple programs or subscriptions. Learn more about CaseFleet

NOBL - Policy Managment

NOBL - Policy Managment

by PAULMAR Software

(0 reviews)

SaaS cloud solution for the automation of P&C insurance agencys trust account. Reducing agency workload to make it more productive and significantly more efficient. Endorsement billing, automated invoice follow-up, cancellation endorsements and return premium refunds, new accounting and trust financial solvency, all guaranteed standard feature. A suite of 8 different products available. 75 premium and return premium, production and financial reports. Secured cloud server and software access. Learn more about NOBL - Policy Managment

Aderant Expert Sierra

Aderant Expert Sierra

by Aderant

(0 reviews)

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.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.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.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.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.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

TrustNet

TrustNet

by HWA International

(0 reviews)

TrustNet is our 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.

Zoho Books

Zoho Books

by Zoho

(165 reviews)

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.

Ramco ERP

Ramco ERP

by Ramco Systems

(2 reviews)

Ramco is a fast growing cloud enterprise software player across ERP, Logistics, Asset Management, HCM & Global Payroll, Time & Attendance and Aviation MRO. Ramco ERP is a comprehensive cloud ERP solution catering to the needs of fast growing enterprises embarked on digital transformation. Ramco's cognitive and post-modern ERP software help optimize complex business processes and enables organizations to thrive digitally. Visit http://bit.ly/2cKybfn for more details.

Trust IS

Trust IS

by Trust Service Company

(0 reviews)

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

TrustBooks

TrustBooks

by TrustBooks

(2 reviews)

Web-based trust accounting software for attorneys.

The Plaintiff

The Plaintiff

by Data Development

(1 review)

Software for plaintiff attorneys; case management, document management, trust accounting, checkbook and more.

Fiduciary Accounting

Fiduciary Accounting

by Legal Automation

(0 reviews)

Software to manage probate, conservatorship, guardianship or trust accounting.

PerfectLaw

PerfectLaw

by Executive Data Systems

(0 reviews)

PerfectLaw is the most function- and feature-rich legal software that uses a single All-in-One (TM) database for all law office applications. This means you enter your data once and it's immediately available to everyone and every application, subject to security constraints. All-in-One (TM) software reduces the cost/effort of installation, training, support, & maintenance. With PerfectLaw, there is only one vendor to call, and one comprehensive suite of products for your law firm to learn.

uLaw Practice

uLaw Practice

by Superfluid Software

(24 reviews)

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.

TotalTrust

TotalTrust

by Exhibit One Software

(0 reviews)

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

ESILAW 360

ESILAW 360

by ESI Software

(4 reviews)

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!

Iolta trust

Iolta trust

by IOLTA Trust

(0 reviews)

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

InnoTrust

InnoTrust

by Innovest Systems

(0 reviews)

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

Case Master Pro

Case Master Pro

by Case Master

(6 reviews)

Case Master Pro. Law Firm Management and Debt Collection Software for Windows. Case Master, Inc. provides 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.

AdvantageLaw

AdvantageLaw

by Advantage Law Software

(5 reviews)

AdvantageLaw is a nationwide leader in legal software since 1979. Our desktop software includes integrated time & cost tracking, billing, trust, accounting, financial reporting, budgeting and case management functions combine into a comprehensive yet easy to use package. All AdvantageLaw products come with an unconditional 60-money back guarantee. AdvantageLaw can accommodate up to 300 timekeepers at a competitive price. AdvantageXpress is designed for the 1 to 3 user law firm.

ONESOURCE Trust Tax

ONESOURCE Trust Tax

by Thomson Reuters

(0 reviews)

Automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return.

Microgen 5Series

Microgen 5Series

by Microgen

(0 reviews)

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

BHL Insight

BHL Insight

by BHL Software

(0 reviews)

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.

Brief Accounting

Brief Accounting

by Brief Legal Software

(0 reviews)

Cross-platform, integrated Time, Billing and Accounting software for the legal market.

LEAP

LEAP

by LEAP

(14 reviews)

LEAP is an integrated legal practice and case management software for solo & small law firms wishing to become more efficient, flexible and profitable. It allows everyone in a small law firm to work collaboratively using a single integrated system that enables you to do more with the same number of people. Tools include but are not limited to automated document production, time recording, billing and legal and trust accounting.

AccuTrust Gold

AccuTrust Gold

by AccuTech Systems

(0 reviews)

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

Navigator

Navigator

by Financial Navigator

(0 reviews)

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.

Redi2 Revenue Manager

Redi2 Revenue Manager

by Redi2 Technologies

(0 reviews)

Invoicing and revenue accounting system for asset managers and trust custodians.

Trustpak

Trustpak

by infobizsolutions.com

(0 reviews)

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.

MAUI

MAUI

by Infovisa

(0 reviews)

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

FASTER

FASTER

by FASTER Systems

(0 reviews)

Fiduciary accounting system for trusts and estates reporting.

LawMaster

LawMaster

by LawMaster

(0 reviews)

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%

Trust Company Software

Trust Company Software

by Strategic Information Technology

(0 reviews)

Offers trust companies a solution that can grow with you over time - featuring a Plug-In Banking architecture.

Pacer

Pacer

by SS&C Technologies

(0 reviews)

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.

enVisual 360

enVisual 360

by enSynergy Professional Services

(5 reviews)

Integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need.

i-trust

i-trust

by Goldenomega.net

(0 reviews)

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.

Law firm billing system

Law firm billing system

by Morningstar Technology

(0 reviews)

CaseLode is a complete suite of law office management software products

Trust Accounting

Trust Accounting

by Dingosoft

(0 reviews)

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