getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Trust Accounting Software with CRM (2026)

Last updated: April 2026

Filter results

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

30 software options

QuickBooks Online logo

Accounting and business management software

learn more
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
Clio logo

Cloud-based legal practice management tool for law firms.

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

Read more about Clio

Users also considered
8am MyCase logo
Category Leaders

Cloud-based law practice management tool for law firms.

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

Read more about 8am MyCase

Users also considered
BQE CORE Suite logo
Category Leaders

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

learn more
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.

Read more about BQE CORE Suite

Users also considered
PracticePanther Legal Software logo
Category Leaders

Cloud-based law practice management platform for law firms.

learn more
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.

Read more about PracticePanther Legal Software

Users also considered
Smokeball logo

Cloud-base legal practice management tool for law firms

learn more
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.

Read more about Smokeball

Users also considered
CosmoLex logo
Category Leaders

Web-based legal practice management & accounting software

learn more
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.

Read more about CosmoLex

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

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

Read more about Sage Intacct

Users also considered
Bill4Time logo
Category Leaders

Cloud-based billing and invoicing tool for law firms.

learn more
Reconcile Trust and IOLTA accounts without a secondary application.

Read more about Bill4Time

Users also considered
Tabs3 logo
Category Leaders

Cloud-based law practice management solution for law firms.

learn more
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.

Read more about Tabs3

Users also considered
Rocket Matter logo
Category Leaders

Legal practice management and billing software

learn more
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
Amberlo logo

Law Practice Management software for law firms of all sizes.

learn more
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.

Read more about Amberlo

Users also considered
CARET Legal logo
Category Leaders

Cloud-based law practice management tool for attorneys

learn more
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
AbacusLaw logo

Law practice management for future-focused firms.

learn more
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
uLawPractice logo
Category Leaders

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

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

Read more about uLawPractice

Users also considered
Lawcus logo
Category Leaders

Cloud-based legal practice management tool for law firms.

learn more
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.

Read more about Lawcus

Users also considered
Actionstep logo

Cloud-based legal practice management tool for law firms.

learn more
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
Centerbase logo

Cloud-based legal practice management tool for law firms.

learn more
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.

Read more about Centerbase

Users also considered
Resly logo

Property management system for hotels and resorts

learn more
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.

Read more about Resly

Users also considered
Case Master Pro logo

Legal Case Management & Debt Collection Software.

learn more
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.

Read more about Case Master Pro

Users also considered
HiRUM Software Solutions logo

Property Management Software

learn more
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.

Read more about HiRUM Software Solutions

Users also considered
Curo365 logo

Legal practice management based within Microsoft 365

learn more
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.

Read more about Curo365

Users also considered
GhostPractice logo

Law practice management software for legal firms

learn more
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.

Read more about GhostPractice

Users also considered
LawMaster logo

Law Practice Management for law firms

learn more
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
Unity Accounting logo

Cloud-based legal billing and accounting software

learn more
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