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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- Fee Calculation & Posting (30)
- Receipt Management (29)
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Join the HIGHEST RATED legal software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their firms, and get more done in less time. Never miss deadlines, 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 Mobile friendly and secure legal software that's surprisingly easy to use. Save time. Grow your firm. Go paperless. Work from anywhere. Learn more about PracticePanther Legal Software
AbacusLaw is the leader in case management software. Founded in 1983, AbacusLaw includes everything you need to run a great practice. Features include rules-based calendaring, document and form automation, matter management, conflict checking, contact management, document and email management, time tracking, billing, balance, accounting, trust accounting and more. AbacusLaw is also available in our private cloud for a complete disaster-proof solution. Learn more about AbacusLaw AbacusLaw is a turn-key, fully integrated Case Management Solution for firms of all sizes, in all practice areas and jurisdictions. Learn more about AbacusLaw
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
Clio eases the day-to-day of legal professionals all over the world with intuitive time tracking, billing, matter management, mobile apps, and more to streamline every task from client intake to invoice. With Clio Manage, the world's most popular legal practice management software, and Clio Grow, a legal CRM platform designed to help you better manage your client relationships, the Clio Suite provides everything you need to run, grow, and manage your law firm. Learn more about Clio Clio provides a powerful suite of tools to help modern legal professionals run, grow, and manage their firmsfrom intake to invoice. Learn more about Clio
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, 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. Best of all, you can try it for free for 30 days. Learn more about QuickBooks Online QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime. Learn more about QuickBooks Online
Tabs3 Software has been used in law firms for 40 years. Purchase Billing on its own or alongside PracticeMaster and Financials for complete firm management. Tabs3 Software, developed with law firms in mind, makes billing and getting paid easier for everyone - attorneys, administrators, and even clients. Tabs3 Billing is feature-rich software, backed by top-tier technical support, as well as a network of consultants in the United States. Sign up for a demo to see Tabs3 in action. 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 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 We are the #1 web-based time billing and invoicing software for law firms. Find out why with our 30-day free trial. Learn more about TimeSolv Legal Billing
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 Simple, easy-to-use accounting software to help you manage your business finance in a smart way! Learn more about Zoho Books
MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location. Try a free trial (no credit card required) at mycase.com. Learn more about MyCase MyCase is a complete case management solution - manage documents, contacts, calendars, emails, tasks & invoices in a central location. Learn more about MyCase
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
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, sophisticated Bulk 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. Integrations include LawPay, Quickbooks & DropBox. 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
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
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
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. Comprehensive trust accounting system that separates principal from income, and tracks tax lots in multiple portfolios.
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!
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.
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.
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.
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.
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.
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.
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. Time & cost tracking, billing, trust, accounting, management & financial reporting, budgeting, docket and case management.
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.
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.
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.
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.
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. LEAP is a legal practice and case management software for solo & small law firms wishing to enhance their efficiency and profitability.
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.
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.
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
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.
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!
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.
Compliance based file & document management with integrated CRM. LiveFile 360 is productive & simple to use, files can be posted directly from Microsoft Office, scanners. LiveFile supports large file volumes and includes encryption and audit controls preventing bulk downloading. With a self indexing engine, searching is rapid and intuitive. Usage with the enVisual 360 client administration system, LiveFile surfaces files for compliance, CRM, Accounting modules and the AIR web portal. Simple, fast and secure file and document management with integrated CRM. Designed with entity compliance in mind.
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.
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.