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

Last updated: April 2026

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38 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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PayProp logo

Property management software

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PayProp’s end to end rental payment platform frees property managers up with real time to concentrate on their important daily responsibilities and tasks.

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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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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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Quantios 5Series logo
(0)

Entity management, accounting & more for wealth managers

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Quantios 5Series, is a trust and corporate administration software for wealth managers. The platform comprises a range of integrated modules including entity management, accounting, investments, time & expense tracking, billing, 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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TNET Front Office logo
(0)

Trust accounting software for the banking sector

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TNET Front Office is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries, and IRA companies generate detailed account summaries, including information like asset location, market value reconciliation, and portfolio rates. It offers check writing, portfolio modeling, performance management, and document imaging features.

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TNET BackOffice logo
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Cloud-based trust accounting software

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TNET BackOffice is a cloud-based accounting platform designed for managing trust and fund accounting tasks. It comes with various functions, including the ability to separate income and principal, open month and year-end capabilities, transaction generators, and bulk processing.

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Quantios Core logo
(0)

Lower complexity Lower cost Lower risk Future-proof

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Quantios Core is a cloud-based SaaS solution offering entity management and corporate services software.

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