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Trust Accounting Software with Workflow Management (2026) - Page 2

Last updated: February 2026

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31 software options

ONESOURCE Trust Tax logo

Trust accounting application for accountants & corporations.

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ONESOURCE Trust Tax is a comprehensive tax and accounting software suite that offers real-time collaboration on a centralized dashboard.

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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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TNET BackOffice logo
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Cloud-based trust accounting software

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TNET BackOffice is a cloud-based accounting platform designed for managing trust and fund accounting tasks. It comes with various functions, including the ability to separate income and principal, open month and year-end capabilities, transaction generators, and bulk processing.

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AllConnect logo
(0)

Land and lease management software

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AllConnect is a lease management software that helps businesses manage property-related transactions, archives, finances, promotions, and more. The platform enables managers to centralize all property-related documents in a secure digital archive.

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Quantios 5Series logo
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Entity management, accounting & more for wealth managers

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Quantios 5Series, is a trust and corporate administration software for wealth managers. The platform comprises a range of integrated modules including entity management, accounting, investments, time & expense tracking, billing, and more.

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Lexicon logo
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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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