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

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime.
QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime. Used by over 7 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! Learn more about QuickBooks Online

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Xero is a beautiful online accounting software solution for small businesses, sole traders, and accountants in any industry.
Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Get your business finances and cash flow updated in real time, import transactions from bank accounts, and integrate with 3rd-party business applications. Xero accounting software allows unlimited user logins and provides access to data through a single ledger, making it easier to collaborate. Learn more about Xero

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Ranked #1, Clio is the leading trust accounting solution with the most 5-star reviews. Schedule a live demo to learn more.
Ranked #1, Clio is the leading trust accounting solution with the most 5-star reviews used by 150,000+ lawyers from large, small & solo law firms. Manage your law firm’s accounting with confidence—and from anywhere. Clio makes it easy to manage and reconcile your law firm’s accounting while remaining compliant, reduce the risk for error, and make informed business decisions with ease. Schedule a live demo to learn more. Learn more about Clio

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
BQE CORE makes it easier & more profitable to run your firm by automating repetitive tasks & delivering real-time actionable insights.
BQE's powerful all-in-one platform and expert support give Architecture, Consulting, and Engineering firms the intuitive tools they need to meet the demands of their firm, empower their team, maximize profitability, and deliver superior results to clients. Designed for the A&E industry by architects and engineers BQE CORE makes it easier & more profitable to run your firm by automating repetitive tasks & delivering real-time actionable insights. Learn more about BQE CORE Suite

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
MyCase is a complete legal software solution - track time, automate billing and invoicing & accept online payments all in one place.
MyCase understands the importance of trust accounting compliance and an attorney's ethical obligations when it comes to handling client funds. From time tracking and invoice creation to collecting payment and accounting, MyCase simplifies an otherwise complicated process with comprehensive end-to-end billing and account reconciliation, saving your firm precious time month after month. Start your free trial today (no credit card required)! Learn more about MyCase

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
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.
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

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Mobile friendly and secure legal case management software that's easy to use. All your case files in 1 place. Try it free.
Join the HIGHEST RATED IOLTA Trust Accounting software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get more done in less time. Never miss deadlines, get paid faster, seamlessly track billable time & expenses. Work from anywhere, on any device, with our mobile app. 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

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance
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 a 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

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations.
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

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
CosmoLex is the only cloud-based, total practice management, billing, and accounting system (no QuickBooks® required).
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! Learn more about CosmoLex

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts.
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. Learn more about LEAP

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Smokeball helps you be more more productive, accurate & profitable, so you can focus on what matters.
Smokeball legal practice management software helps you be more productive, accurate, and profitable. Automatic time capture records every billable minute. Revolutionary client intake allows firms to turn prospects into clients and start matters faster. A seamless Microsoft Office integration, robust document automation, and a library of 20,000+ pre-loaded forms helps staff create documents with a few clicks. Smokeball is installed locally and, with our browser app, you can work anywhere. Learn more about Smokeball

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Cloud-based legal practice management with all the tools you need to run a more productive and profitable law firm.
Trust accounting is one thing a lawyer can't screw up. Rocket Matter legal practice management software makes it easy to record expenses and payments and reconcile trust accounts. Your law firm can track trust deposits and you'll make your accounting department and CPA's happy: Rocket Matter's ledgers are fully compatible with QuickBooks Online. See it in action with a personalized demo. Or try us FREE for 30 days, no credit card required. Learn more about Rocket Matter

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Bill4Time is a cloud-based law practice management software designed to boost your bottom line with robust time tracking and billing.
Bill4Time is a cloud-based law practice management software designed to boost your bottom line with robust time tracking and billing. Manage your billing, expense tracking, invoicing, and payments on our simple interface. It’s easy to use and made for legal practices of all sizes. Work faster by automating your operations, client communications, and reporting. We’re here to make sure your billable time is tracked, organized, invoiced, and accessed securely from any computer or mobile device. Time is money and it’s important to keep track of both. We are dedicated to streamlining your billing system with industry-leading features and an award-winning customer support team. Learn more about Bill4Time

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Tabs3 Software is a reliable, easy-to-use, seamlessly integrated suite of products for legal professionals.
Tabs3 Trust Accounting Software tracks an unlimited number of clients and matters, and manages up to 99 different bank accounts. Confidently manage your trust accounts with reports like Three-Way Reconciliation. Trust Accounting is part of the Tabs3 Financials suite, integrated with Tabs3 Billing and Tabs3Pay in Tabs3 Cloud. You can also use Tabs3 Financials together with Tabs3 Billing and PracticeMaster by purchasing an OnSite or hosted solution for complete firm management. Learn more about Tabs3

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Actionstep's connected legal business management tools equip your law firm to confidently embrace the future, create sustained growth,
With Actionstep, midsize law firms get total control over their future success. Actionstep's comprehensive legal business management platform is built to adapt to a firm’s unique strengths and goals, empowering firms to modernize and build a firm advantage in the legal marketplace. Actionstep's connected features like client intake, matter management, document management, time tracking, billing, accounting, and business reporting, equips over 38,000 users globally to delight clients, work more profitably, and confidently embrace the future. Build your firm advantage with Actionstep. Visit www.actionstep.com to learn more. Learn more about Actionstep

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
CARET Legal's trust accounting software includes bulk trust fund application, accurate bookkeeping with 3-way reconciliation, and more.
CARET Legal's trust accounting software simplifies trust account reporting. With our platform, you can ensure accurate bookkeeping through 3-way reconciliation reporting, batch application of trust funds, and improved visibility into matter-based ledger balances for risk management. Learn more about CARET Legal

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Small Business cloud based accounting software to automate payroll, client management, tax and all your accounting needs.
MYOB Business is the fast and easy way to manage your cashflow and ATO compliance requirements. Includes time saving features that automates everyday tasks, giving you great insights and making compliance easy. Manage your business anywhere on your laptop or mobile. Keep your data safe and secure in the cloud. Get real-time cashflow, invoicing and payments. Try free for 30 days today. Learn more about MYOB Business

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Cloud based software designed specifically for attorneys to help you easily manage all your law firm's accounting needs.
Legal accounting software for law firms. * Easy to use and built exclusively for law firms * Track all activity at the client level * Stay compliant with simple trust accounting Learn more about TrustBooks

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Cloud-based and designed for law firms: Soluno is a powerful, easy-to-use time, billing, accounting, trust and reporting software.
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. Learn more about Soluno

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
A cloud-based software for legal billing, time tracking, invoicing, case management, online payments & many more all in one place.
Make this year your year of success by getting started with the most affordable yet efficient legal practice management software. CaseFox's basic plan which is free forever is used by more than 10,000 lawyers and is most 5 stars reviewed. CaseFox is cloud-based software to provide your law firm the ease to manage your clients, meetings, billing, and payments all in a place. *Please contact for "Enterprise Plan" there is customized pricing for it. Learn more about CaseFox

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
LeanLaw is the legal billing software for law firms that makes running a profitable mid-sized law firm straight forward for everyone.
Ideal for small to mid-sized law 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. Learn more about LeanLaw

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
A cloud based, AI/ML, integrated practice management, accounting, trust accounting system accessible ANYWhere, ANYTime from ANYDevice.
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. AL/ML tools like SpeechToText and GenerativeAI like ChatGPT for Invoicing Learn more about uLawPractice

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software
Legal practice management software powered by no-code automation to streamline case management, CRM, client intake, billing, and more.
Lawcus is a comprehensive legal practice management software enabling attorneys to manage and streamline legal processes efficiently. It provides robust tools for task management, workflow management, appointment scheduling, and legal document management. Lawcus helps attorneys visualize their matters with Kanban boards, drag and drop them as they progress, and add tasks, appointments, time, expenses, client intake, and documents in a digital matter file in the cloud to work from anywhere. They can even automate their entire process. Additionally, it includes billing and invoicing features tailored for trust accounting, ensuring accurate tracking of the billable hours and generating professional invoices. Users can also manage their legal calendars, track expenses, and automate their cases from start to finish. Learn more about Lawcus

Features

  • Fee Calculation & Posting
  • Tax Management software
  • Customer Statements
  • Check Writing
  • Cross Ledger Posting
  • Compliance Management
  • Case Management software
  • Bank Reconciliation
  • Accounting Software
  • Time & Expense Tracking
  • Document Management Software