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Trust Accounting Software

Last updated: April 2026

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9 software options

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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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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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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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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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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BQE CORE Suite logo

Cloud-based firm management tool for A&E firms.

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BQE CORE is a cloud-based software designed specifically for architecture and engineering firms. The platform integrates accounting, invoicing, project management, and resource planning features that streamline operations across entire organizations. BQE CORE enables firms to track time and expenses, manage projects profitably, and access real-time financial data through a centralized system that eliminates the need for multiple software solutions.

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CaseFox logo

Web-based legal billing software for lawyers, CPAs, & more

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Streamline legal accounting and law firm finances with IOLTA-compliant trust account management. Track client funds, reconcile balances, and ensure compliance—perfect for solo attorneys to large firms.

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LEAP logo

Cloud-based and AI-enabled legal software for law firms

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Perform complex transactions easily and stay compliant with regulations. LEAP built-in legal trust accounting features let you easily record, reconcile accounts, issue statements, and report on all aspects of trust and controlled money to simplify your law office accounting process.

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Actionstep logo

Cloud-based legal practice management tool for law firms.

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Actionstep has a fully integrated trust accounting platform to help you stay compliant and on top of your trust accounting obligations.

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