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Trust Accounting Software with Customer Statements (2026)

Last updated: April 2026

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39 software options

QuickBooks Online logo

Accounting and business management software

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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.

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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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TimeSolv Legal Billing logo
Category Leaders

Time, expense & billing management software for legal firms

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TimeSolv Legal Billing helps legal firms manage payments, invoices, budgets, tasks, and more. The built-in trust accounting functionality lets users create trust accounts to automatically process payments, update replenishment amount in invoices, and transfer funds between different trust accounts.

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BQE CORE Suite logo
Category Leaders

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

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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.

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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.

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Zoho Books logo
Category Leaders

Online accounting software for businesses of all sizes

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Zoho Books is an online accounting software designed to streamline back office operations, automate workflows, and allow secure collaboration with accountants

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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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LEAP logo

Cloud-based and AI-enabled legal software for law firms

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Perform complex transactions easily and stay compliant with regulations. LEAP built-in legal trust accounting features let you easily record, reconcile accounts, issue statements, and report on all aspects of trust and controlled money to simplify your law office accounting process.

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Tabs3 logo
Category Leaders

Cloud-based law practice management solution for law firms.

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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.

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TrustBooks logo
Category Leaders

Accounting software for law firms and individual attorneys

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TrustBooks is designed for law firms of all sizes and can be used to manage the trust accounts of individual attorneys, small firms, and large law departments. Lawyers can also handle legal accounting operations via a unified portal. It provides an interactive user interface that allows firms to review and analyze trust ledgers, bank balances, and client ledgers in real-time.

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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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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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LeanLaw logo
Category Leaders

Legal billing software for small to mid-sized law firms.

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IOLTA accounting is built into the legal invoicing workflow: You can make legal Trust deposits and pay invoices from Trust using LeanLaw. You don’t have to sync because LeanLaw syncs automatically in real time. Integrate Legal Trust Accounting Data into Invoices for clarity for client and lawyer.

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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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Actionstep logo

Cloud-based legal practice management tool for law firms.

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

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Centerbase logo

Cloud-based legal practice management tool for law firms.

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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.

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MYOB Business logo

Online accounting & payroll for every business

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

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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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