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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- Cloud, SaaS, Web (33)
- Installed - Mac (5)
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- Mobile - Android Native (16)
- Mobile - iOS Native (16)
- Accrual Accounting (26)
- Activity Tracking (32)
- Check Writing (27)
- Compliance Management (27)
- Cross Ledger Posting (25)
- Customer Statements (33)
- Expense Tracking (25)
- Fee Calculation & Posting (31)
- Receipt Management (30)
- Tax Management (30)
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
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
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. Learn more about Sage Intacct The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance Learn more about Sage Intacct
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
QuickBooks Enterprise is an end-to-end construction 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. Learn more about QuickBooks Enterprise The leading accounting software for small businesses. Instant access to customer, vendor and employee information. Learn more about QuickBooks Enterprise
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 Modern, robust practice management with built-in email & accounting. Beautiful, fun to use web interface and apps for iOS and Android. Learn more about Zola Suite
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. Learn more about Tabs3 Software Tabs3 Billing is a feature-rich, customizable option for stand alone billing or complete firm management. Learn more about Tabs3 Software
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
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
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
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
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
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!
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!
LeanLaw reimagines the legal billing workflow the way it should be: flexible timekeeping connected to billing and deeply integrated with QuickBooks Online. Enter time once and proceed with total automation and no manual workarounds. Two-way, real-time sync means that your books are always up to date and true data can be extracted to give you precise reports on profitability, trust balances, compensation & more. In 2018, LeanLaw clients invoiced over $91 M. Ideal for firms with 4+ attorneys. LeanLaw timekeeping & billing software provides a true integration with QuickBooks Online - total automation, no manual workarounds.
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.
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.
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.
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. Integrated trust & company administration/ accounting, financial CRM, entity compliance, document management.
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 cloud solution for the mid-size firm helping you manage your practice and firm.
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.
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. All-In-One (TM) software for Front Office, Back Office, mobile devices, and the web.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.