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Trust Accounting Software

Last updated: April 2026

55 software options

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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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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PracticePanther Legal Software logo

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

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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Tabs3 logo

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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CosmoLex logo

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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TimeSolv Legal Billing logo

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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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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Actionstep Legal Accounting logo

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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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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Lexicon logo

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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BQE CORE Suite logo

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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ATOM logo

Cloud-based legal accounting and practice management tool

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ATOM is a cloud-based legal accounting and practice management software that assists businesses of all sizes with client and matter management, time recording, disbursements and invoicing, report generation, document storage, and more.

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Quantios Core logo

Lower complexity Lower cost Lower risk Future-proof

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Quantios Core is a cloud-based SaaS solution offering entity management and corporate services software.

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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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IPBS logo

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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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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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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TrustBooks logo

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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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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Lawcus logo

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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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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LawMaster logo

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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CaseFox logo

Web-based legal billing software for lawyers, CPAs, & more

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Streamline legal accounting and law firm finances with IOLTA-compliant trust account management. Track client funds, reconcile balances, and ensure compliance—perfect for solo attorneys to large firms.

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