Best Trust Accounting Software for Small Businesses (Free & Paid)

Leap is a comprehensive software solution designed for home service businesses, streamlining various aspects of operations. Tailored for contractors, remodelers, and service professionals, Leap offers user-friendly features for estimating, proposal generation, and sales management. Its intuitive interface allows users to create detailed and accurate estimates quickly, facilitating efficient client... Read more about Leap

Centerbase is a powerful law practice management software designed to streamline operations for legal professionals. It provides tools for managing cases, client information, billing, and document storage all in one platform. Centerbase automates routine tasks such as time tracking, invoicing, and scheduling, helping law firms enhance productivity while reducing administrative overhead. The softwa... Read more about Centerbase

Class Super is a trust accounting software tailored for the financial management of trusts, including legal and superannuation accounts. The platform provides tools for tracking transactions, managing client accounts, and generating financial reports, ensuring compliance with trust accounting regulations. Class Super’s real-time reporting capabilities offer insights into cash flow, portfolio per... Read more about Class Super

Class Trust is a trust accounting software designed to help legal and financial professionals manage trust accounts with accuracy and compliance. The platform provides tools for tracking transactions, generating statements, and managing client funds in accordance with regulatory standards. Class Trust’s automated workflows reduce manual errors, and its reporting features offer insights into acco... Read more about Class Trust

Lawcus is a specialized time tracking software designed for legal professionals to manage their billable hours efficiently. This platform provides comprehensive tools for time tracking, invoicing, and client management, ensuring that users can optimize their legal practices. With features for automated time capture, reporting, and integration with billing systems, Lawcus enhances productivity and ... Read more about Lawcus

HiRUM Software Solutions is a comprehensive rental property management software designed to streamline operations for property managers and real estate professionals. This powerful platform provides tools for managing tenant information, tracking maintenance requests, and handling financial transactions, ensuring that organizations can operate efficiently and provide exceptional service. With feat... Read more about HiRUM Software Solutions

Amberlo is an innovative legal case management software designed to enhance the operations of law firms and legal professionals. This platform provides a comprehensive suite of tools for managing cases, documents, and client communications, all within an intuitive interface. Amberlo enables users to track case progress, automate workflows, and maintain accurate records, ensuring that every detail ... Read more about Amberlo

Isokon is a trust accounting software designed for professionals in industries such as legal, real estate, and financial services, where managing client funds and trust accounts is critical. The platform simplifies the complex process of trust accounting by automating key tasks such as fund allocation, reconciliation, and reporting, ensuring compliance with industry regulations and standards. Isok... Read more about Isokon

Lexicon is an advanced document management software designed to help organizations streamline their document workflows and improve information accessibility. The platform provides tools for document storage, retrieval, and sharing, ensuring that users can manage their documents efficiently and securely. Lexicon allows for the categorization and tagging of documents, making it easy to search and lo... Read more about Lexicon

Troika is a specialized trust accounting software designed to help law firms and fiduciaries manage their trust accounts efficiently. The platform offers robust tools for tracking transactions, generating reports, and ensuring compliance with legal regulations. With its user-friendly interface, users can easily manage trust account funds, monitor disbursements, and reconcile accounts. Troika suppo... Read more about Troika

InnoTrust is an innovative trust accounting software designed specifically for legal and financial professionals managing client trust accounts. This user-friendly platform ensures compliance with regulatory requirements while streamlining the complexities of trust accounting. With features like automated transaction tracking, reconciliation, and reporting, InnoTrust minimizes the risk of errors a... Read more about InnoTrust

MAUI is an innovative trust accounting software designed to facilitate financial management for fiduciaries and legal professionals. It provides a comprehensive platform for managing trust accounts, ensuring compliance with legal and regulatory standards. With its intuitive interface, MAUI simplifies the process of tracking transactions, generating financial reports, and reconciling accounts. The ... Read more about MAUI

Soluno is a dedicated legal billing software tailored for law firms seeking to enhance their billing efficiency and financial management. The platform provides comprehensive tools for time tracking, invoicing, and client management, ensuring that attorneys can focus on their core competencies without getting bogged down by administrative tasks. With customizable invoice templates, automated billin... Read more about Soluno

TrustBooks is a specialized trust accounting software designed to help law firms and professionals manage their client trust accounts with ease. The platform provides tools for tracking client funds, generating invoices, and ensuring compliance with state bar regulations. TrustBooks simplifies the process of managing client trust accounts by offering automated bank reconciliation, detailed reporti... Read more about TrustBooks

AccuTrust Gold is a specialized trust accounting software designed to streamline financial management for legal professionals and fiduciaries. It offers a comprehensive platform for managing trust accounts, ensuring compliance with state regulations and reporting requirements. With its user-friendly interface, AccuTrust Gold simplifies the process of recording transactions, generating financial st... Read more about AccuTrust Gold

wealthpilot is a comprehensive trust accounting software solution designed for wealth managers, fiduciaries, and financial institutions managing trust accounts. The software helps users comply with complex regulations and ensures accurate accounting for trust assets, distributions, and liabilities. wealthpilot offers a robust set of features for transaction management, reporting, and compliance tr... Read more about wealthpilot

Cheetah Wealth Management is a trust accounting software solution specifically designed for wealth management firms, fiduciaries, and financial institutions. The platform helps manage complex trust accounts by automating the tracking of transactions, managing distributions, and ensuring compliance with industry regulations. Cheetah Wealth Management simplifies the process of handling trusts by pro... Read more about Cheetah Wealth Management

Quantios Core is a state-of-the-art trust accounting software designed to streamline the management of trust funds for law firms, accounting firms, financial advisors, and other fiduciaries. This software ensures compliance with regulatory requirements while providing an easy-to-use interface for tracking trust accounts, transactions, and balances. Quantios Core allows users to maintain accurate a... Read more about Quantios Core

Quantios 5Series is a specialized hedge fund management software designed to meet the complex needs of hedge fund managers and investors. The platform offers tools for managing portfolios, analyzing performance, and ensuring compliance with industry regulations. Quantios 5Series provides real-time data on market trends, enabling fund managers to make informed investment decisions. The software inc... Read more about Quantios 5Series

TNET Front Office is a robust trust accounting software designed to streamline financial management for fiduciaries and legal professionals. It provides a comprehensive platform for managing trust accounts, ensuring adherence to legal regulations and reporting standards. With its user-friendly interface, TNET Front Office simplifies the tracking of transactions, generating detailed financial repor... Read more about TNET Front Office

TNET BackOffice is a powerful trust accounting software designed to simplify financial management for law firms, real estate agencies, and other businesses that handle client trust funds. The software helps users manage client trust accounts, ensuring full compliance with regulatory requirements while providing a transparent, auditable record of all financial transactions. With TNET BackOffice, bu... Read more about TNET BackOffice

LawMaster is a comprehensive law practice management software designed to streamline the operations of law firms, from case management to billing and client communications. This software provides a centralized platform for managing legal cases, documents, schedules, and time tracking, making it easier for lawyers and their teams to stay organized and efficient. LawMaster includes features for case... Read more about LawMaster

BHL Insight is an advanced law practice management software designed to optimize operations for legal professionals. This comprehensive platform offers tools for managing cases, tracking billable hours, and analyzing firm performance effectively. With its user-friendly interface, users can easily monitor client matters, manage deadlines, and generate detailed reports. BHL Insight features powerful... Read more about BHL Insight

uLawPractice is a comprehensive law practice management software designed to help law firms and solo practitioners manage their legal workflows, billing, and client communications more efficiently. The platform provides tools for tracking case details, managing legal documents, and automating billing processes, ensuring that lawyers can focus on client service rather than administrative tasks. uLa... Read more about uLawPractice

AMB is a specialized mortgage and loan management software designed to streamline the end-to-end process of loan origination, processing, and servicing. The platform offers robust tools for managing applications, underwriting, compliance, and reporting. AMB automates many of the manual tasks involved in the loan process, helping financial institutions increase efficiency and reduce errors. Its com... Read more about AMB