Best TrustBooks Alternatives in 2024

Find the top alternatives to TrustBooks currently available. Compare ratings, reviews, pricing, and features of TrustBooks alternatives in 2024. Slashdot lists the best TrustBooks alternatives on the market that offer competing products that are similar to TrustBooks. Sort through TrustBooks alternatives below to make the best choice for your needs

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    AccountEdge Reviews

    AccountEdge

    Priority Software US

    94 Ratings
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    AccountEdge for Mac and Windows is a powerful accounting software that's easy to use. Invoicing Create and send customer invoices for products, services, or time and track payment status on open sales. Expenses  Managing purchases and expenses helps you track your inventory and overhead costs. AccountEdge enables you to manage your vendors, payments, and recurring transactions.  Banking  Banking helps you manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze.  Payroll Your employees are your most important asset, and maintaining compliance by tracking their pay, accruals, and expenses is critical to your business. With our optional payroll service, you'll always be on the latest payroll tax tables for accurate processing.  Inventory Inventory tracking helps you manage your items and services and track their stock by location to ensure you have enough products on hand or on order to help fulfill customer requirements.    Accounting  Your chart of accounts is at the core of your financial reporting. Maintain your general ledger and budgets, create financial reports to help you monitor your business, and make informed decisions. 
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    PracticePanther Law Practice Software Reviews
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    PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.
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    TimeSolv Reviews

    TimeSolv

    TimeSolv Billing

    $17.95/month/user
    TimeSolv is a web-based time tracking software that allows legal professionals to accurately bill their time. TimeSolv is an intuitive and easy-to-use platform that provides a variety of features to assist legal professionals in increasing their efficiency and profits. These include document management, time tracking, invoicing, reporting and expense tracking.
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    enVisual360 Reviews

    enVisual360

    enSynergy Professional Services

    £40/month/user
    enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.
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    AbacusLaw Reviews

    AbacusLaw

    Abacus Data Systems

    $87.00/month/user
    AbacusLaw knows that the legal and accounting landscapes are constantly changing, making it difficult for businesses 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.
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    Soluno Reviews

    Soluno

    Devlos Software

    $49 per month per user
    5 Ratings
    Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.
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    LeanLaw Reviews

    LeanLaw

    LeanLaw

    $40/month/user
    LeanLaw is the legal billing software for law firms built on QuickBooks Online that makes running a profitable mid-sized law firm straightforward and simple for everyone involved. Spend less time on time tracking, trust accounting, and all-in-one billing — and more time on billables.
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    Nota Reviews
    Nota, a cloud-based platform that offers business banking solutions for solo and small law firm attorneys, was designed with attorney insight in mind. Nota offers 3-way reconciliation, check printing, tool integration with practice management, accounting, and payment systems. It is banking that maximizes efficiency. You can create categories to track income and expenses such as rent, court fees, and client payments. You can assign all money to a category and track it down to the penny. No need to use spreadsheets or ledgers for client balances. All money from and to your IOLTA account can now be assigned to clients and reconciled in real time, right down to the penny. To support reconciliation, you can use Nota's 3-way reconciliation report. You can also print checks directly from your IOLTA to your office/home printer.
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    LEAP Reviews

    LEAP

    LEAP

    $129.00/month/user
    1 Rating
    LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.
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    Tabs3 Reviews

    Tabs3

    Software Technology

    $415.00/one-time
    Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.
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    Rocket Matter Reviews

    Rocket Matter

    Rocket Matter

    $55 per user per month
    1 Rating
    Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.
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    ESILAW 360 Reviews

    ESILAW 360

    ESI Software

    $69 per month
    ESILAW is part of Dye & Durham's suite of software solutions. It is trusted by thousands of law firms across Canada to manage their practice, billing, and accounting needs. Dye & Durham, Canada's top legal technology provider, builds and integrates solutions that maximize efficiency for law firms. ESILAW is an addition to a number of our solutions. It ensures that every dollar is accurately and quickly accounted for. Our software has the essential features law firms require to run their business efficiently. ESILAW can help you maximize your firm's productivity and profitability. It covers everything from time and disbursement entry to cost recovery and trust accounting. You don't have to worry about data integrity. ESILAW offers automated daily backups, disaster recovery and top-of the-line security measures at a Canadian data centre. Cloud-based technology allows for scaling software. You don't need IT or support personnel to run your business.
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    CosmoLex Reviews

    CosmoLex

    Tabs3

    $79.00/month/user
    CosmoLex and every lawyer understand that efficiency and compliance are essential to a law firm's survival. CosmoLex offers a fully integrated and simple-to-use practice management solution. CosmoLex is a single platform that allows users to track and manage billing, practice, and accounting.
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    Clio Reviews
    Top Pick

    Clio

    Themis Solutions

    $39.00/month/user
    59 Ratings
    Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.
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    Dingosoft Trust Accounting Reviews
    Dingosoft Trust Accounting offers the only mainstream ERP trust accounting solution. It was developed with the Sage 300 Software Development Kit and is a fully integrated Sage 300 module that includes all standard ERP functionality. You can now use an ERP system that is mainstream and has trust accounting functionality. Dingosoft Trust Accounting, an Sage 300 ERP module, is designed to meet the needs of law firms, accounting firms, real estate agencies, and any other profession that has clients funds in escrow. Trust Accounting is a multi-currency, multi-user Trust Ledger that handles payments, transfers, receipts, and adjustments. Integration with Sage 300 ERP Bank Services allows for seamless reconciliation of trust bank accounts, including the importation of statements for automatic reconciliation.
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    CARET Legal Reviews

    CARET Legal

    CARET Legal

    $79.00/month/user
    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. With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average.
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    LawMaster Reviews
    Upgrade to the most powerful and feature-rich legal software to get your firm moving at a rapid pace. Integrate every legal Matter Management tool and workflow automation to capture and save all information related to a matter as it happens. Access all the information you need about your firm's achievements, performance, and activity in one place. You can increase efficiency with a fully integrated general and trust accounting system by simplifying it and spending it to improve your bottom line. Quickly and easily search the entire knowledge base of your law firm. You can filter, group, and pivot your search results around multiple points easily. Our customized client journey begins with our Needs Based Analysis. This allows us to get to know you and your legal practice in order for us to better understand how we can assist you.
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    PCLaw Reviews
    Trust accounting, practice management, billing and practice management for law firms are all trusted by over 130,000 legal professionals around the world. PCLaw has been helping law firms manage matter information, collect client payments, pay vendors and manage trust accounts. It also allows them to track tasks, time, expenses, calendar appointments, and other details from one source. Time Matters is a flexible solution that automates redundant tasks and improves information sharing, collaboration, and workflow processes. This improves matter, client, and document management and increases your law firm’s operational efficiency.
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    Zoho Books Reviews
    Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.
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    Brief Accounting Reviews
    Brief Accounting has been the go-to legal Mac billing solution since 1995. Brief Legal Software is known for its outstanding software solutions and exceptional technical support. Brief Accounting can be used by any size firm, whether you are a sole practitioner or a large company. Brief Accounting consists of Billing, Trust Accounting, and Office Accounting. They are all separate but fully integrated to reduce duplicate entry and errors. Although Billing, Trust, and Office Accounting are tightly connected, they can be purchased separately so that you only have to purchase the modules you need. Brief Billing handles everything, from slip entry to running Prebills, editing slips and finalizing invoices. It also tracks your accounts receivable.
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    Coyote Analytics Reviews
    Your law firm's profits and expenses must be analyzed in order to remain profitable. Integrating a reliable, intuitive, and accurate financial reporting system with law firm account software can reduce or eliminate human error. This will allow you to identify the areas that are performing well and those that need improvement. You can establish, manage, meet and exceed your firm's financial goals. This includes tracking profitability for the firm, timekeepers, practice areas and client matters.
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    Troika Accounting Reviews
    Software for managing trust accounts, trust estates, deputyships and companies. Produce trust accounts with full fund accounting records, and simple sub-fund accounting. Automated processes for managing repeating transactions and dividends, as well as price file imports. Easy completion of the SA900 is made possible by configurable tax functions that include income, VAT, and CGT. Integrated functionality for probate, estate administration, and Court of Protection to manage your private clients. Standard foreign currency accounting with automatic recalculations of all balances and ledgers. Multi-company, multifunded, multicurrency, and multi-manager functionality.
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    Case Master Pro Reviews
    Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.
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    uLawPractice Reviews
    Top Pick

    uLawPractice

    Superfluid Software

    $34.00 CAD/month/user
    21 Ratings
    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. This enables you to just download any court form for your province and we fill in 90% of the content thus saving time and money for your business. uLaw also has Android and iOS native app to manage docketing and downtime analytics.
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    Juris Reviews
    With a single financial management solution, you can build stronger business results for your firm. With the simplified financial management solution that more companies trust, you can manage billing, accounting, expenses and more. LexisNexis®, Juris®, time, billing, accounting, and financial management software can help you track and improve your business results. Over payables, receivables and trust accounting. Budgeting. Use Juris' analytical tools and on-demand performance information. Deep insight and sound decision-making will help firm leaders achieve better financial performance. Juris software provides the flexibility, timekeeping, billing, electronic-billing, and accounting options that law firms need. It also offers a strong audit trail and ease of use. You can capture more billable hours by customizing your time-entry workflow.
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    i-Trust Reviews

    i-Trust

    Golden Omega

    $1895.00/one-time/user
    i-Trust Trust Accounting software audit trail, subsidiary ledgers. It is intended for trust account management by anyone with client trust accounts. i-Trust is an automated version of a client leadger that provides a simple, intuitive interface for managing unlimited client trust funds. It was developed in 1988. Superior database maintenance utilities ensure that trust accounting principles are followed and maintained with strict data integrity.
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    3E Reviews

    3E

    Thomson Reuters Westlaw

    3E is a platform that can be configured to meet today's needs and enable tomorrow's growth. It was designed to increase growth and profitability in large and medium-sized law firms. It is the preferred solution for law firms to improve their performance and connect all areas of their law firm operations. 3E allows your teams to automate and streamline tasks, improve operational efficiency, and provide prompt, proactive service to clients. Get the strategic visibility you need in order to make timely, accurate business decision - with the flexibility to adapt to changing market conditions. Streamline your accounting and financial reporting activities to meet today's requirements and allow tomorrow's growth. Connect all areas of the firm and get instant access to real-time data to meet client requirements.
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    Actionstep Reviews

    Actionstep

    Actionstep Software

    $49/month/user
    Actionstep is a complete legal practice management system for ambitious law firms. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. We have been empowering legal professionals for over 15 years. The first true cloud-based practice management system in the world, our global customer base and the team have continued to go from strength to strength – and we are still innovating! We have deep respect for what lawyers do as they impact every milestone in our lives and businesses. We truly believe that when lawyers build 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 and automation runs throughout all our features to keep processes moving and reduce time spent on administration.
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    PerfectLaw Reviews

    PerfectLaw

    Executive Data Systems

    PerfectLaw®, the most feature-rich legal software, uses one All-in-One®, database for all applications. This means that you only need to enter your data once, and it is instantly available to every application and everyone, subject to security restrictions. All-in-One®, software dramatically reduces the cost and effort involved in installation, training, support and maintenance. PerfectLaw® is a single vendor that offers a comprehensive range of products for law firms to use and learn. PerfectLaw®, runs on industry-standard Microsoft platforms with SQL Server and Exchange servers. You can be confident that our legal billing software and case management software are industry-recognized, trusted, and awarded with the highest standards. We are known for providing the best product and the best service. But don't believe us.
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    Elite 3E Reviews

    Elite 3E

    Thomson Reuters Elite

    3E is a platform that can be configured to meet today's needs and enable tomorrow's growth. It was designed to increase growth and profitability in large and medium-sized law firms. It is the preferred solution for law firms to improve their performance and connect all areas of their law firm operations. 3E allows your teams to automate and streamline tasks, improve operational efficiency, and provide prompt, proactive service to clients. You will have the strategic visibility you need in order to make timely, accurate business decisions. With the flexibility and insight you need to stay competitive now and into the future, your firm will also be able to gain the strategic visibility it needs. Access to key functions and information is critical to law firm performance. This helps to reduce the time required to complete business and operational tasks. Streamlining your accounting and financial reporting activities will help you meet today's requirements and allow tomorrow's growth.
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    Bonsai Reviews

    Bonsai

    Bonsai

    $17 per month
    Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.
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    Wave Accounting Reviews
    Free, powerful accounting software. Wave's simple-to-use accounting program can connect to your bank accounts, sync expenses, balance your books and prepare you for tax time. Get in control of your finances now. Wave was designed for small business owners. Wave is simple software that makes sense. Everything is set up once you create your account so that you can start right away. You can access it from anywhere and at any time. For added security, your data is always accessible and backed up. In seconds, you can connect your bank accounts. You can forget about manual receipt entry and the transactions will automatically appear in your bookkeeping. To make better business decisions, keep an eye on the big picture. Our robust reports are simple to use and provide month-tomonth and year-to-year comparisons, so you can identify cash flow trends. Tax time is easy when everything is in its right place.
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    TotalTrust Reviews

    TotalTrust

    Exhibit One Software

    $349 one-time payment
    TotalTrust is an accounting system that can be used by attorneys, accountants, fiduciaries and other professionals who provide services to estate, trust, or guardianship clients. It creates fiduciary reports visually using a common-sense approach and logical reasoning. TotalTrust's simple, intuitive design and affordable price make it a great choice for practitioners large and small. TotalTrust is available for free for 30 days. No obligations, no forms required. TotalTrust is a simple, comprehensive accounting software for Windows that allows for the creation of financial reports issued to fiduciaries for estates and trusts. Our standard system provides reporting for National Fiduciary Accounting Standards and Charges and Credits. State of Florida Capital Gains/Losses and other information. TotalTrust gives you greater flexibility in reporting. Use the custom reports feature to define your report. You can save report templates for future use.
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    FASTER Reviews
    FASTER Systems offers Court Accounting, Estate Tax and gift tax software and preparation services to assist trust and estate professionals with meeting their compliance requirements. FASTER ASP Software, our cloud-hosted, fully integrated software, is for court accounting, estate tax, and gift tax return preparation. For industry professionals, it was designed and developed. FASTER Accounting Services offers court accounting preparation and estate tax preparation services to banks, law firms, trust companies, and accounting firms on a fee-for-service basis. FASTER Accounting Services has the expertise and personnel to reduce the time and effort required to comply with local court rules. FASTER's state-of the-art accounting software ensures that accountings are prepared quickly and with minimal effort from you. FASTER Accounting Services will prepare the accountings for you by requesting copies of the transaction history or other documents.
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    Amberlo Reviews

    Amberlo

    Amberlo

    25 eur per user per month
    1 Rating
    You can build the high-performance law firm you have always envisioned. Law practices, no matter how big or small, have plenty of potential to grow. Now is the right time to take advantage of this opportunity. Amberlo's powerful Case Management Platform allows firms to scale faster, deliver the highest value for clients at low costs, and maximize profitability. Get started today on building your dream law practice. It only takes 10 minutes to get started. You can bill up to 20 hours per month per lawyer! All client work is accessible 24/7 in a secure cloud environment. You can bill wherever you are on your computer or mobile phone with centralized case management. Amberlo's active management of tasks and calendars allows you to reduce wasted time on non-billable tasks, so you can spend more time on billable activities. Smart file links, tags, and notes make it easy to find, process, and collaborate across large volumes of case material, no matter where you or any of your colleagues are located.
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    LexisNexis InterAction Reviews
    Innovative CRM solution for law firms that turns relationship insights into real results. Profit from your firm's valuable relationships intelligence and discover new revenue opportunities. InterAction Business Edge offers dashboards and reporting to provide firm-wide insight into key targets and potential opportunities. InterAction aggregates the prospect and client data of your firm to create a complete picture. InterAction Mobility allows you to access all the details of your relationships from anywhere, anytime. Our business development software for law offices will help you optimize your firm's efforts, and better utilize your marketing and business development resources to gain competitive advantage. InterAction Business Edge will help you win more business from prospects and clients.
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    Centerbase Reviews

    Centerbase

    Centerbase

    Contact Sales
    Manage & grow your platform - through a single platform. From a client's first website visit to their final bill - we power your firm every step of the way. Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. To book a demo call (214) 987-9000.
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    MomentumTRUST Reviews
    MomentumTRUST provides a dashboard that displays real-time portfolio snapshots for key account factors. This dashboard helps you plan strategically your day. The dashboard integrates with trading software and pulls pricing and transactions to give users real-time valuations for all customer accounts. Social network style allows users to leave notes on any entity and track them over time. MomentumTRUST's built in CRM+ makes it easy to track and connect prospects and households, grantors, grantors, grantors, and third-party relationships that are related to trust management. MomentumTRUST's portfolio analysis tools make it easy to review and respond quickly to client requests, whether you are at work or on the go. MomentumTRUST's cloud-based scanning and storage solutions allow your business to organize, file, and retrieve documents in a secure, in-system environment.
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    QuickBooks Online Advanced Reviews
    Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.
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    ProLaw Reviews

    ProLaw

    Thomson Reuters Elite

    Your work is varied and demanding. You are often sought after for legal advice in all areas of law, including employment, intellectual property, commercial, and other matters. You must not only meet strategic objectives but also manage and mitigate risk, increase productivity, and reduce outside legal spending. Attorneys with extensive subject knowledge and years of practice create exclusive content. You have full control over your legal work, deadlines, and compliance. Your team will appreciate the virtual extension. You can access detailed guidance in unfamiliar areas of law whenever you need it, in simple-to-read formats. Practical Law's web-based resources continue to be updated by 600+ full time attorney-editors worldwide who offer insights into diverse industries and practice areas.
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    Aderant Expert Sierra Reviews
    Expert Sierra is the most comprehensive, cloud-based, legal practice management solution available for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance.
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    Trustpak Reviews

    Trustpak

    InfoBiz Solutions

    $53 per month
    Trust accounting is a type of bookkeeping that is used exclusively for trust transactions. It is the recording of receipts and payments of money by a trustee into individual trust ledgers maintained for the person or entity from whom the money was received. In most countries, Trust Accounting is governed by very strict rules. External independent auditors are hired to ensure that the rules are being followed. Government regulations can change at any moment. If the product you use is not updated with the local Government Regulations, then your business could be at risk. Software must be intuitive. If the screens are confusing and not obvious, it will take a lot of time to master. In Trustpak, we have placed the information needed for each function directly on the screen.
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    Eleven Reviews
    Advanced Accounting, Automated. A platform that automates mundane tasks so professional accountants can focus on what is important: their customers. Eleven is multi-currency and multicompany compatible and highly scalable, with the ability to process high transaction volumes. Eleven allows accountants to manage more clients. This benefit is achieved through several key features. Eleven allows clients and firms to collaborate in real time. It allows for quick responses to questions and the exchange of data and documents. Eleven automates repetitive tasks by creating transactions from documents. This allows you to focus on delivering high-value tasks and controlling the transactions. To have data extracted from documents and automatically sorted according to journals and fiscal years, you can upload them in batch. Even if you are performing manual transactions, you can save time by using templates for journal or analytical entries.
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    AccountAbly Reviews

    AccountAbly

    AccountAbly

    $9.99 per month
    AccountAbly is an innovative SaaS application that automates the most difficult aspects of fiduciary accounts. It helps fiduciaries limit their liability for the performance of their duties when administering an estate, guardianship or trust. It reduces the costs of compiling vouchers, assembling data and presenting it to courts and beneficiaries. It will improve the efficiency of the Estate and Trust Legal System by facilitating the retrieval and presentation of vouchers when a legal question arises. The application will improve transparency and increase beneficiary trust in their fiduciary.
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    MAUI Reviews
    Our entire suite of products and services starts with MAUI®. MAUI® is the engine of our trust accounting platform. It was designed to simplify trust professionals' lives. MAUI is a powerful, real-time reporting platform that provides trust professionals with intuitive design and powerful, real time reporting. This allows them to grow and meet their clients' needs. From the ground up, we built the most advanced trust accounting software. We keep improving. We've developed modules that can be integrated into the MAUI platform. This gives you a robust, scalable and customized solution that will help you take care your customers. Our online portal, Infovisa Client Portal, is available to you and your clients. Customers can create dashboards and view reports to help them find the information they are looking for in a way that is intuitive to them. Customers can also download statements to reduce printing and mailing costs.
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    AdvantageLaw Reviews

    AdvantageLaw

    Advantage Law Software

    $490 one-time payment
    AdvantageLaw is your one-stop shop for all your business needs. AdvantageLaw has been providing innovative solutions to law firms since 1981. Founded by Silicon Valley software developers in California, AdvantageLaw was founded with our ABA-approved legal system. We have served hundreds of satisfied clients and continually improved the capabilities of our legal software products. We proudly continue to serve hundreds of law offices across the country. AdvantageLaw is a passion for what we do. Many of our customers have used AdvantageLaw for over two decades. See our affordable prices and see testimonials from satisfied customers. This product is a great choice for any law office. It would be a great product for any service company looking for an all-in one product.
  • 47
    TNET BackOffice Reviews
    Our core system is robust and flexible and handles all key trust/fund accounting functionality. We offer many add-on modules to help you meet your changing business requirements. We believe that you should only pay for the modules you use. You can add modules to improve your operations as your needs change. Your clients can access their accounts online from any location via an internet browser-based client portal. TNET Lite BackOffice provides small offices, start-ups, and de novos a robust core platform that's right for you.
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    Thomson Reuters ONESOURCE Reviews
    The industry's best tax and accounting software allows you to streamline your accounting, tax filing, and reporting processes. This will help you reduce the risk of penalties and audits. Thomson Reuters ONESOURCE tax software allows you to keep up-to-date with corporate tax and trade compliance in the face of constantly changing state, federal, and international tax laws. Facilitate collaboration with departments and partners to ensure seamless corporate tax compliance and trade compliance, regardless of where your company is located. ONESOURCE is a global leader in tax compliance and accounting decision making. Our solutions include: * Accessible from multiple locations so your team can collaborate on and share information Quickly move between locations * Scalable to grow with your company, giving you a solution that will be there for you long-term * Based on reliable research and global coverage
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    Cheetah Wealth Management Reviews
    The Cheetah Wealth management platform gives you all the tools you need to manage your wealth. This is the best way to work and it's why we have over 250 clients. Cheetah Wealth Management's vision is to rethink the way trust accounting systems can use current technologies and provide an intuitive and efficient mobile solution to the Wealth Management Industry. Cheetah was built from scratch using modern technology to provide a flexible, extensible, and scalable Wealth Management solution. Accutech Data Exchange, (ADEX), delivers accurate market analysis and asset pricing directly to Cheetah wealth management. Your data should not be kept secret. The Cheetah API handles information requests and returns data back to the requesting system. It can also process requests for new data to be stored or updated in the Cheetah data base.
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    BHL Insight Reviews
    BHL Software develops and installs integrated legal practice management software systems on a single relational database that can be accessed via the internet, mobile devices, and tablets.