Best Trust Accounting Software for Mid Size Business

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.

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.

The latest technology combined with simplified trust accounting is wrapped up in a beautiful, easy-to-use software system. Live trust account bank feeds. Reconciliation is easy with direct trust account bank feeds from more than 30 Australian banks. End of the month in one click Our process is quick, painless, and easy to use. Secure cloud storage. Our secure cloud storage allows you to access your reports and statements from anywhere at any time. There's no need to back up your computer. We've got your back, even if it means working weekends. Resly will give you the support you need, whenever you need it. You can use our self-help guides, live chat or call us, seven days a week. All in one. Resly Connect is a seamless channel manager connection that feeds through to more than 100 websites and suppliers, including the big names like Booking.com, Agoda and Expedia.

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.

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.

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.

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.

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.

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.

PayProp is an automated platform for real estate agents. It is simpler and more powerful than traditional software vendors and banks. PayProp was born in 2004 out of frustration with the fragmentation, lack of trust and complexity of payments in the residential rental sector. We built on GivenGain's platform to create a solution that automatically collects rent payments from tenants and seamlessly pays agents' commissions, property owners, third parties, and other property owners directly into their bank accounts. PayProp eliminates inefficiencies and lowers administrative costs per transaction. It also applies leading technologies to automate entire processes. PayProp's advanced technology allows property managers to collect and reconcile all payments.

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.

EzyRez is a property management software package that integrates trust accounting, property management and reservation software. It was created to meet the complex needs today's building managers. EzyRez offers modules for management rights, motels and serviced apartments, real property, holiday property management, holiday letting and hotels. EzyRez is now in its 16th year. It is used all over Australia and New Zealand. We have a remarkable reputation for our dedication to our customers.

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.

Trust Accountant is secure, reliable, and fully-featured. It simplifies the accounting for estates and trusts, guardianships and investment portfolios. This comprehensive fiduciary accounting software is created by Delta Data. It includes cash sweep, pooled funds accounting, accrual accounts, dual authentication and encrypted sessions, tax code editing, tax report, asset gain or loss reports, security pricing and many other features.

A powerful rules engine that supports custom billing scenarios your firm negotiates. All at the fingertips for billing operators and finance professionals with secure access and controls. Let us help you unlock the potential to negotiate unique and competitive investment management agreements. Integrated invoicing solutions for creating one of your most important client-facing documents. Clear and precise invoices increase cash collection efficiency and customer satisfaction. Your marketing team has unlimited options for professionally designing your invoices. You won't have to worry about another poor fee statement being sent out. You can upgrade your revenue management and collection operations with a global platform that calculates fees in any foreign currency.

Innovest's flagship product InnoTrust is a significantly better way to support the accounting needs of trust companies and banks, private banks and retirement plan administrators. It also provides a better way to report on assets held in retirement accounts, trust, wealth and trust accounts. Our web services/API-enabled platform allows seamless integration with third-party software as well as internal programs. The user-friendly navigation also makes it easy to access customer data. We offer a complete suite of portfolio management tools, including trade blotters, trade orders management, and integrated reporting. Full principal, income, tax lot accounting services are available, as well as cost basis tracking and a Tax Reporting function that includes system-generated 1099s and 5498s. Track exceptions, configureable questions and answers, and follow up tickler tracking.

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.

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.

Pacer®, a multi-currency portfolio manager solution, is designed for global investment managers who have large transaction volumes and serve primarily global institutional or private clients. It provides a complete, integrated platform that allows you to manage securities, transactions, cash, income, corporate actions, as well as all records. You can track transactions and portfolios in any currency and re-value them. Pacer accelerates even the most complex global portfolio accounting processes. Comprehensive portfolio accounting: A proven solution to manage your portfolios that meets all your business streams. Real-time data: Get timely access to global securities data via the SS&C Securities Valuation Corporation, (SVC). Robust web-based reporting: Access real-time portfolio data from anywhere via browser access. Scalable, cost-effective architecture

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

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.

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.

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.

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.

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.