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Trust Accounting
Compliance management

Top Rated Trust Accounting Software with Compliance management - Page 2

Last updated: May 2026

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Secure Data Storage

Client Portal

Activity Dashboard

Contact Management

Electronic Payments

Compliance Management

Integrated with

Microsoft Outlook

QuickBooks Online

Xero

Microsoft 365

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Sponsored

LawMaster

4.1

(12)

5

3

4

7

3

2

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Law Practice Management for law firms

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.

Read more about LawMaster

Users also considered

CARET Legal

4.5

(155)

5

107

4

27

3

9

2

8

1

4

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based law practice management tool for attorneys

CARET Legal's trust accounting software simplifies trust account reporting. With our platform, you can ensure accurate bookkeeping through 3-way reconciliation reporting, batch application of trust funds, and improved visibility into matter-based ledger balances for risk management.

Read more about CARET Legal

Users also considered

Rocket Matter

4.4

(204)

5

120

4

59

3

14

2

4

1

7

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal practice management and billing software

One single source of truth to grow your firm. Rocket Matter’s comprehensive legal practice management software meets your firm where you’re at, with flexible features and exceptional support.

Read more about Rocket Matter

Users also considered

Unity Accounting

3.6

(17)

5

8

4

3

3

1

2

1

1

4

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based legal billing and accounting software

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.

Read more about Unity Accounting

Users also considered

Actionstep

4.2

(135)

5

68

4

45

3

13

2

4

1

5

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based legal practice management tool for law firms.

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

Read more about Actionstep

Users also considered

QuickBooks Online

4.3

(8.4K)

5

4.8K

4

2.4K

3

709

2

195

1

263

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Accounting and business management software

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Read more about QuickBooks Online

Users also considered

MYOB Business

3.9

(148)

5

56

4

48

3

24

2

7

1

13

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Online accounting & payroll for every business

Small Business cloud based accounting software to manage trusts, stay compliant, automate payroll, tax and all your accounting needs.

Read more about MYOB Business

Users also considered

AbacusLaw

3.9

(371)

5

160

4

109

3

40

2

12

1

50

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Law practice management for future-focused firms.

AbacusLaw is a flexible and dynamically scalable practice management solution to support legal professionals from solo practitioners to enterprise law firms from client intake to payment.

Read more about AbacusLaw

Users also considered

IPBS

(0)

International Financial Services with A.I.

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.

Read more about IPBS

Users also considered

TNET BackOffice

(0)

Cloud-based trust accounting software

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.

Read more about TNET BackOffice

Users also considered

AllConnect

(0)

Land and lease management software

AllConnect is a lease management software that helps businesses manage property-related transactions, archives, finances, promotions, and more. The platform enables managers to centralize all property-related documents in a secure digital archive.

Read more about AllConnect

Users also considered

WealthSphere

(0)

Wealth management solution for entity compliance/financials

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

Read more about WealthSphere

Users also considered

NOBL

(0)

Insurance management platform with an API

NOBL offers an API that provides customers with programmatic access to directly integrate their business into the system for automated claim processing and data integration. The platform automates the manual processes in insurance pricing, purchasing, and claims management.

Read more about NOBL

Users also considered

Quantios 5Series

(0)

Entity management, accounting & more for wealth managers

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.

Read more about Quantios 5Series

Users also considered

TNET Front Office

(0)

Trust accounting software for the banking sector

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.

Read more about TNET Front Office

Users also considered

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