Best Trust Accounting Software in the USA
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Compare the Top Trust Accounting Software in the USA as of July 2025
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What is Trust Accounting Software in the USA?
Trust accounting software is software to manage the financial accounts of trusts, ensuring compliance with legal and fiduciary requirements. It helps legal professionals, accountants, and trustees maintain accurate records of trust funds, including income, expenses, distributions, and balances. The software typically includes features for tracking client funds, generating detailed reports, and reconciling accounts to ensure that all transactions are transparent and correctly recorded. By automating these processes, trust accounting software reduces the risk of errors, simplifies audits, and ensures that fiduciaries meet their obligations to beneficiaries. This software is essential for maintaining the integrity and accountability of trust management. Compare and read user reviews of the best Trust Accounting software in the USA currently available using the table below. This list is updated regularly.
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1
Tabs3
Tabs3 Software
Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com.Starting Price: $40/user/month -
2
Xero
Xero
Xero makes managing trusts simple and efficient. With Xero's cloud-based accounting software, you can easily handle trust accounting, track distributions, and prepare accurate reports. It helps ensure compliance with tax regulations, while also providing a clear overview of trust finances. Xero’s user-friendly tools and seamless integration with your financial data make managing trusts a hassle-free experience, saving you time and reducing complexity.Starting Price: $2.90/month -
3
PracticePanther Law Practice Software
PracticePanther Legal Software
Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.Starting Price: $49.00/month/user -
4
Clio
Themis Solutions
Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.Starting Price: $39.00/month/user -
5
uLawPractice
Superfluid Software
uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well.Starting Price: $34.00 CAD/month/user -
6
eimmigration by Cerenade
Cerenade
eimmigration is case management software built to help law practices and non-profits simplify immigration casework. Legal professionals use it to save time, advance cases faster, streamline immigration forms, improve client communications, and grow their practices. eimmigration is backed by Cerenade, a leader in legal software development, and informed by 30+ years of client feedback. This all-in-one system includes tools to manage your cases, forms, clients, and practice from one place.Starting Price: $55 per user per month -
7
TaxTron
TaxTron
TaxTron is a tax preparation software company that is 100% Canadian owned and operated, dedicated to providing the best tax software in Canada. We offer versions tailored for individuals, professionals, and corporations. Our commitment extends beyond software; we have a team of friendly support professionals ready to assist with any questions you may have regarding our tax preparation software. We firmly believe that the quality of software is only as good as the people behind it. At TaxTron, our goal is to assist as many Canadians as possible with their income tax returns by offering flexible Canadian tax software. Our tax preparation software is available in both English and French languages, catering to a diverse user base. Furthermore, TaxTron software is compatible with both Windows and Macintosh operating systems, and online cloud-based TaxTron is also available. Join us in simplifying your tax preparation process with TaxTron – where excellence meets convenience.Starting Price: $19.00 -
8
Soluno
Devlos Software
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. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.Starting Price: $49 per month per user -
9
Zoho Books
Zoho
Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.Starting Price: $10.00/month -
10
Canopy
Canopy
Canopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.Starting Price: $50.00/month -
11
MyCase
AffiniPay
MyCase is a complete case management solution for your law firm, providing the tools you need to improve organization, increase efficiency, and scale your firm operations. With MyCase, all of your important case details - documents, contacts, calendars, emails, tasks, invoices - are available in a single, organized location.Starting Price: $39.00/month/user -
12
Rocket Matter
ProfitSolv
Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.Starting Price: $55 per user per month -
13
Actionstep
Actionstep Software
Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.Starting Price: $49/month/user -
14
LeanLaw
LeanLaw
LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer ExperieneStarting Price: $40/month/user -
15
TrustBooks
TrustBooks
Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm. Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Avoid duplicate data entry with online banking and legal software integrations. Effortlessly move funds from trust account to operating account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account. Automatically maintains client ledgers when recording activity to your trust account. Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar. Three-Way Trust Reconciliations that are automatically generated with each reconciliation.Starting Price: $49 per month -
16
LEX247
LEX247
LEX247 is a modern cloudbased legal practice management platform for lawfirms of any size and practice. LEX247 delivers a very easy to use interface with the power, security and features of an enterprise practice management platform globally to lawfirms of all sizes LEX247 - just add a lawyer!Starting Price: $49.00/month/user -
17
AbacusLaw
Abacus Data Systems
AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.Starting Price: $87.00/month/user -
18
CARET Legal
CARET Legal
CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. -
19
TimeSolv
ProfitSolv
Track time effortlessly and bill accurately with TimeSolv, a web-based time tracking and billing software for legal professionals. TimeSolv is an easy to use and intuitive platform that offers a wide range of features to help legal professionals improve their efficiency and profits. These include time tracking, document management, invoicing, reporting, expense tracking, and project management tools.Starting Price: $17.95/month/user -
20
HoudiniESQ
LOGICBit
HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.Starting Price: $0 -
21
AdvantageLaw
Advantage Law Software
AdvantageLaw is the affordable, one-stop source for your law firm's business needs. AdvantageLaw has been a leader in innovative solutions for law firms, as well as corporate and government law departments since 1981. Founded in California by Silicon Valley software developers, and originating with our ABA-approved legal software system, we have continually upgraded the capabilities of our legal software products and have served hundreds of satisfied customers. We continue to proudly serve hundreds of law firms throughout the country. We love what we do and are happy to say that many of our customers have been using AdvantageLaw for more than two decades! Check out our affordable prices and read testimonials from many satisfied customers. I would recommend this product for any law office. I think it would work well for any service business that is looking for an all-in-one product.Starting Price: $490 one-time payment -
22
Resly
Resly Solutions
Combining the latest technology and simplified trust accounting, wrapped up in a beautiful and easy to use software system. Live trust account bank feeds. Direct trust account bank feeds from over 30 Australian banks makes reconciliation a breeze. One-click end of month. End of month headaches are a thing of the past, our process is simple, fast and painless. Secure cloud storage. Access your reports and statements anytime, anywhere, utilizing our secure cloud storage feature. No need to back-up your computer. We’ve got your back, even if it means working weekends. Get support when you need it, with Resly you will have access to support like no other. Use our self-help guides, live chat facility or jump on the phone, 7 days a week. All in one solution. Resly Connect provides a seamless channel manager connection feeding through to over 100 websites and suppliers, including all the big names like booking.com, Agoda, Expedia and Airbnb.Starting Price: $30 per month -
23
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
24
CosmoLex
ProfitSolv
CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.Starting Price: $99/month/user -
25
MYOB
MYOB
MYOB Business is a comprehensive cloud-based accounting and business management software designed to streamline financial and operational processes for small to medium-sized enterprises (SMEs). It offers a wide range of features, including invoicing, expense tracking, payroll management, inventory control, and tax compliance. With real-time financial reporting and user-friendly dashboards, MYOB Business provides valuable insights to help business owners make informed decisions. The platform supports seamless integrations with banking systems, payment gateways, and other business tools, enabling automation and reducing manual tasks. MYOB Business is known for its scalability, catering to growing businesses by offering flexible pricing plans and customizable features to meet diverse industry needs.Starting Price: $11/month -
26
Case Master Pro
CMPOnline
Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online. -
27
Trustpak
InfoBiz Solutions
Trust accounting is a form of bookkeeping used exclusively for trust transactions. It is the recording by a trustee of the receipt and payment of other people's money into individual trust ledger accounts maintained for the person from or on whose behalf the money was received. In most countries there are very strict rules that apply to Trust Accounting and external independent auditors are employed to make sure the rules are followed. Government regulations may change at any time, if the product you are using is not kept up to date with the local Government Regulations then you could find your business at risk. Software needs to be intuitive, if the screens are not obvious and are confusing then it will take you a long time to master. In Trustpak we have kept the information required for each function on the immediate screen.Starting Price: $53 per month -
28
ESILAW 360
ESI Software
Part of the suite of software solutions by Dye & Durham, ESILAW is a trusted solution used by thousands of law firms across Canada for their accounting, billing and practice management needs. Dye & Durham is Canada’s leading legal technology provider, building and integrating solutions to maximize law firm efficiency. ESILAW complements a variety of our solutions, to ensure every dollar is accounted for, quickly and accurately. Our software provides the key features law firms need to run their businesses efficiently. From time and disbursement entry to trust accounting and cost recovery, ESILAW is the ideal solution to maximize productivity and profitability in your law firm. No need to worry about data integrity with automated daily backups, disaster recovery, and top-of-the-line security measures in a Canadian data center. Scalable software, due to cloud-based technology. Do not need any IT, or special support personnel to operate.Starting Price: $69 per month -
29
AccountAbly
AccountAbly
AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
30
PerfectLaw
Executive Data Systems
PerfectLaw® is the most function- and feature-rich legal software that uses a single All-in-One® database for all law office applications. This means you enter your data once and it is immediately available to everyone and every application, subject to security constraints. All-in-One® software significantly reduces the cost and effort of installation, training, support, and maintenance. With PerfectLaw®, there is only one vendor to call, and one comprehensive suite of products for your law firm to implement and learn. PerfectLaw® runs on the industry standard Microsoft platforms with SQL and Exchange servers. So, you can rest assured that our our legal billing and case management software uses technology that is industry recognized, awarded, and trusted. Our clients return to us because we offer the best product with the latest technology at the best value and service available. But don't take our word for it.