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Trust Accounting Software with Customer Database (2026)

Last updated: April 2026

Key features of Trust Accounting Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Billing & Invoicing: Reviewers value automated time tracking, customizable invoices, and comprehensive payment options that streamline billing and reduce errors. 98% of reviewers rated this feature as important or highly important.
  • Case Management: Users appreciate centralized case information, customizable fields, and task tracking that enhance organization and efficiency. 92% of reviewers rated this feature as important or highly important.
  • Document Management: Reviewers highlight easy document storage, retrieval, and integration with other platforms, which improve organization and accessibility. 84% of reviewers rated this feature as important or highly important.
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21 software options

Xero logo

Cloud-based accounting software for small businesses

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Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

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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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8am MyCase logo
Category Leaders

Cloud-based law practice management tool for law firms.

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

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PracticePanther Legal Software logo
Category Leaders

Cloud-based law practice management platform for law firms.

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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

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Smokeball logo

Cloud-base legal practice management tool for law firms

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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.

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CosmoLex logo
Category Leaders

Web-based legal practice management & accounting software

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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.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

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

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Rocket Matter logo
Category Leaders

Legal practice management and billing software

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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.

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Amberlo logo

Law Practice Management software for law firms of all sizes.

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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.

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CARET Legal logo
Category Leaders

Cloud-based law practice management tool for attorneys

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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.

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AbacusLaw logo

Law practice management for future-focused firms.

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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.

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Actionstep Legal Accounting logo
Category Leaders

Cloud-based accounting and billing for law firms

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Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business.

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uLawPractice logo
Category Leaders

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

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

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Lawcus logo
Category Leaders

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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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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Console Cloud logo

Property and accounting management solution

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Console Cloud is a property management solution that helps real estate businesses & owners manage accounting, document storage, task scheduling, inspections, communication, and more. The system generates automated timelines for tenants, owners & properties covering transactions, notes and arrears.

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HiRUM Software Solutions logo

Property Management Software

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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.

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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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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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