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Trust Accounting Software with Client Management (2026) - Page 2

Last updated: April 2026

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36 software options

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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Curo365 logo

Legal practice management based within Microsoft 365

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Curo365 is a legal practice solution which utilizes cloud applications within the Microsoft 365 cloud suite to improve productivity for international, regional & local law firms, & solo-practitioners.Curo365 is built to handle cases/matters, documents, communications, calendaring, & financial/ERP.

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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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LawMaster logo

Law Practice Management for law firms

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Centralize all legal operations in one place with LawMaster's law practice management solution. LawMaster allows law firms to maintain one source of truth to help businesses manage legal matters, documents, knowledge, accounts, and client relationships.

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Unity Accounting logo

Cloud-based legal billing and accounting software

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Unity Accounting is a cloud-based general ledger accounting solution that helps legal professionals optimize their firm’s financial performance, maintain financial clarity, streamline operations, and optimize efficiency.

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Giddh logo

Cloud-based accounting and financial management software

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Giddh is a cloud-based accounting software designed to help businesses manage tax filing, reporting, bank reconciliation, and various other financial processes on a centralized platform. Managers can use the dashboard to gain an overview of total expenses and KPIs via actionable analytics.

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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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ATOM logo

Cloud-based legal accounting and practice management tool

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ATOM is a cloud-based legal accounting and practice management software that assists businesses of all sizes with client and matter management, time recording, disbursements and invoicing, report generation, document storage, and more.

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Lexicon logo
(0)

All-in-one practice management software and service solution

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Lexicon enables law firms of all sizes & practice areas to manage operating & trust accounts, including cash, credit or property, efficiently, accurately & securely for every client & matter. Manage multiple trusts per client or matter & set minimum retainer balances.

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IPBS logo
(0)

International Financial Services with A.I.

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IPBS was designed to overcome all of the challenges and weaknesses typically found in Financial Services Platforms of the twenty-first century. Things like End of Day Processing and Start of Day Processing mandated a period of time when the system could not be used. IPBS runs 24/7/365.

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WealthSphere logo
(0)

Wealth management solution for entity compliance/financials

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WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

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