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Top Rated Trust Accounting Software with Contact Management - Page 2

Last updated: April 2026

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40 software options

Rocket Matter logo

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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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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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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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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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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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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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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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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Unity Accounting logo

Cloud-based legal billing and accounting software

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Unity Accounting is a cloud-based general ledger accounting solution that helps legal professionals optimize their firm’s financial performance, maintain financial clarity, streamline operations, and optimize efficiency.

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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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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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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
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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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WealthSphere logo
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Wealth management solution for entity compliance/financials

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WealthSphere is a wealth management solution that includes integrated modules, such as customer relationship management (CRM) system, entity administration, document management, and more.

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TNET Front Office logo
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Trust accounting software for the banking sector

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TNET Front Office is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries, and IRA companies generate detailed account summaries, including information like asset location, market value reconciliation, and portfolio rates. It offers check writing, portfolio modeling, performance management, and document imaging features.

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