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Trust Accounting Software with Financial Reporting (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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23 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
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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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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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Bill4Time logo
Category Leaders

Cloud-based billing and invoicing tool for law firms.

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Reconcile Trust and IOLTA accounts without a secondary application.

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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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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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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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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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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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LessAccounting logo

Accounting software for small businesses

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We designed the accounting app for small businesses and freelancers to save you pain and suffering. Our app provides a stress free way to keep your books in order.
We even offer bookkeeping services at very affordable rates. 30 day unlimited trial.

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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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Giddh logo

Cloud-based accounting and financial management software

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Giddh is a cloud-based accounting software designed to help businesses manage tax filing, reporting, bank reconciliation, and various other financial processes on a centralized platform. Managers can use the dashboard to gain an overview of total expenses and KPIs via actionable analytics.

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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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AMB logo

Mortgage and loan origination system

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AMB is a mortgage banking accounting system that helps businesses track transactions and generate accurate reports. It allows users to gain insights into which loans make up the balance of an account. Key features include general ledger, cash management, commission calculations, and financial reports.

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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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