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Trust Accounting Software with Version Control

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Clio logo
4.7
(1.5K)

Cloud-based legal practice management software

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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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TimeSolv Legal Billing logo
4.7
(648)

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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CosmoLex logo
4.7
(335)

Web Based Legal Practice Management & Accounting Software

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CosmoLex is the ONLY Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks Required).

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Centerbase logo
4.4
(35)

Manage and grow your firm - through a single platform

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From your client’s first website visit to their final bill - we power your firm every step of the way

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Tabs3 logo
4.7
(182)

Practice Management Software 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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Quickbooks Online logo
4.3
(6.4K)

Small business accounting software

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QuickBooks Online is a complete small business accounting solution which allows users to manage all their financial data in one platform, with real-time dashboards and reports.

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MyCase logo
4.7
(682)

Practice More, Manage Less.

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MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster, keeping cases on track, and delighting clients. No matter your location, MyCase lets you manage your firm’s daily operations with ease. Try MyCase for free at mycase.com.

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Smokeball logo
4.8
(249)

Legal productivity software for small law firms.

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Smokeball cloud-based legal productivity software for PCs automatically records time and activity for you. Smokeball boasts full billing capability, an industry-leading document automation library with over 14,000 legal forms, Daily Digest, powerful integrations and a robust mobile app.

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Sage Intacct logo
4.2
(446)

Best-in-class Cloud ERP for Finance

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Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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CARET Legal logo
4.5
(129)

Legal software solution that creates space for what matters

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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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LEAP logo
4.0
(264)

The legal practice productivity solution 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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LawMaster logo
4.1
(12)

Law Practice Management for law firms

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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.

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enVisual360 logo
4.8
(5)

Integrated software solution for wealth management firms

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enVisual360 is a fully integrated wealth management software solution that helps small to large enterprises manage accounting operations and streamline communication across the business. enVisual has a centralized dashboard, which enables users to gain insight into business operations using charts.

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Lexicon logo
(0)

All-in-one practice management software and service solution

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Lexicon enables law firms of all sizes & practice areas to manage operating & trust accounts, including cash, credit or property, efficiently, accurately & securely for every client & matter. Manage multiple trusts per client or matter & set minimum retainer balances.

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MrPractice logo
(0)

Law practice management solution

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MrPractice is a law practice management solution, which helps legal firms manage cases, time and expense tracking, communications, payments & more. The white-label platform allows organizations to personalize the interface by adding a custom logo, fields & a company description.

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