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Trust Accounting Software

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Last updated: April 2026

55 software options

Sage Intacct logo

Best-in-class Cloud ERP for Finance

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Integrate trust accounting and IOLTA with Intacct finance for clear ledgers, approvals, and audits.

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Clio logo

Cloud-based legal practice management tool for law firms.

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Clio’s trust accounting software allows you to streamline reconciliation by tracking multiple bank accounts and organizing your funds by matter and client.

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Zoho Books logo

Online accounting software for businesses of all sizes

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Zoho Books is an online accounting software designed to streamline back office operations, automate workflows, and allow secure collaboration with accountants

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

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Trust accounting software for law firms. Manage your IOLTA account. Sync with QuickBooks. Take retainer payments. Stay compliant. Make taxes a breeze. Highest rated legal case management software on GetApp. Perfect for lawyers and law firms of all sizes. Try it free, no credit card needed.

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Tabs3 logo

Cloud-based law practice management solution for law firms.

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Tabs3 Trust Accounting - Manage your trust accounts accurately.

Part of the Tabs3 Financials suite, use Tabs3 Trust Accounting to track trust account bank balances, stay compliant when balancing accounts, and accept credit card deposits through a secure payment portal with Tabs3Pay.

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Xero logo

Cloud-based accounting software for small businesses

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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. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

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Centerbase logo

Cloud-based legal practice management tool for law firms.

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Centerbase offers comprehensive legal practice management software that centralizes firm operations. The platform includes document management, automated workflows, and advanced reporting tools for efficient firm management. It features client portals, automated time capture, and electronic billing capabilities that streamline client interactions and financial operations. The solution integrates with popular tools like QuickBooks, Office365, and NetDocuments.

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Case Master Pro logo

Legal Case Management & Debt Collection Software.

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Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files.

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omniBooks logo

The all-in-one cloud financial and accounting software

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Powerful online accounting software for all your business finance management needs. Grow and track your business with omniBooks.

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Class Super logo

Delivering digital SMSFs solutions through automation

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Automate your SMSF administration through direct-connect data feeds, tax statements, and bulk-processing corporate actions.

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TrustBooks logo

Accounting software for law firms and individual attorneys

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TrustBooks is designed for law firms of all sizes and can be used to manage the trust accounts of individual attorneys, small firms, and large law departments. Lawyers can also handle legal accounting operations via a unified portal. It provides an interactive user interface that allows firms to review and analyze trust ledgers, bank balances, and client ledgers in real-time.

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Resly logo

Property management system for hotels and resorts

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Resly is a property management system designed to help Australian hotels and resorts handle compliance, task scheduling, guest communications, payment processing, and other processes on a unified platform. Administrators can utilize audit logs and custom reports to evaluate accounts and ensure compliance with various regulatory standards.

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GhostPractice logo

Law practice management software for legal firms

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GhostPractice is a law practice management software designed to help legal firms handle debt collection, billing, time tracking, accounting, bank reconciliation, and other administrative processes from within a unified platform. Supervisors can import data in bulk, maintain an audit log for electronic requisitions and create custom bills according to specific departments’ requirements.

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Bill4Time logo

Cloud-based billing and invoicing tool for law firms.

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Reconcile Trust and IOLTA accounts without a secondary application.

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Lawcus logo

Cloud-based legal practice management tool for law firms.

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With features like automated reconciliation, customizable workflows, and real-time updates, Lawcus streamlines trust accounting, saving you time and reducing errors. Experience hassle-free trust fund management and enhance your firm's financial integrity with Lawcus.

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Smokeball logo

Cloud-base legal practice management tool for law firms

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Smokeball is a cloud-based practice productivity software designed to help users manage small law firms with email, document, calendar and task management functionality, plus time tracking and billing technology. With native mobile apps for iOS and Android, Smokeball affords users the flexibility to access and manage practice information anytime, anywhere.

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Trust Accountant Cloud logo

Cloud-based trust accounting and reporting software

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Trust Accountant Cloud is a cloud-based software designed to help businesses generate financial reports and manage the fiduciary accounts of trusts, estates, guardianships, or agencies. Supervisors can maintain a record of company information with details, such as name, address, phone number, and email.

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Amberlo logo

Law Practice Management software for law firms of all sizes.

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Amberlo - a cloud based legal software. With centralized case management all client work is available 24/7 in a secure cloud environment. Key features include case & contact management, document management, email management, calendaring, time & expense tracking, legal billing & trust accounting.

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HiRUM Software Solutions logo

Property Management Software

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HiRUM is a property management desktop software for the hospitality industry that also provides full property management and channel visibility through its partner-centric Channel Management System. HiRUM's cloud-based technology offers more features such as a an integrated channel manager, booking engine and mobile apps.

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CaseFleet logo

Case chronology software for building stronger cases.

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CaseFleet is cloud-based case management software that empowers litigators with case chronology tools for fact management and document review.

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TimeSolv Legal Billing logo

Time, expense & billing management software for legal firms

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TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust accounting functionality lets users create trust accounts to automatically process payments, update replenishment amount in invoices, and transfer funds between different trust accounts.

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LeanLaw logo

Legal billing software for small to mid-sized law firms.

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IOLTA accounting is built into the legal invoicing workflow: You can make legal Trust deposits and pay invoices from Trust using LeanLaw. You don’t have to sync because LeanLaw syncs automatically in real time. Integrate Legal Trust Accounting Data into Invoices for clarity for client and lawyer.

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CosmoLex logo

Web-based legal practice management & accounting software

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CosmoLex is a comprehensive legal practice management solution that assists with master case management, billing, accounting, and more. Its trust accounting and compliance management tools ensure firms stay compliant. Automated workflows, matter templates, secure document management, customizable scheduling tools, and comprehensive reporting capabilities provide law firms with a centralized hub to manage their practice.

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8am MyCase logo

Cloud-based law practice management tool for law firms.

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8am MyCase is a legal practice and case management software designed for law firms of all sizes.

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uLawPractice logo

Manage What Matters, ANYWhere (Practice Mgmt & Legal Acc)

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Integrated Trust & General Accounting with Reconciliation and Law Society Compliance reporting

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