Best Trust Accounting Software for Small Business

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.

The digitization of businesses is a fact. Enterprises must think differently in order to survive in a world where robots are poised to take over the front-office. ERP is no longer a tool for improving operations. Born-in-cloud enterprise solutions have the potential to transform the digital backbone for organizations that are eager to innovate in a volatile, uncertain, and complex market. Ramco ERP on Cloud is built on Ramco VirtualWorks®, a revolutionary enterprise application assembly platform. It allows you to see 360 degrees of your business from any location. By putting all business functions on one platform on the Cloud, and automating and integrating them end-to-end, Ramco ERP On Cloud gives you a 360-degree view. This unified view of your business will allow you to drive innovation throughout the value chain, increase efficiency, and reduce time to market. The entire product line is also available online.

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.

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.

NOBL is the next generation of agency management systems. It focuses, unlike other systems on managing insurance trust accounts daily operations and premium financial solvency. NOBL takes advantage of the new trust ledger accounting technology and unique trust account outsource technology. NOBL offers P&C agencies maximum workflow optimization, and an unprecedented increase of operating efficiency. NOBL services work similarly to payroll services, where agencies provide the source documents. Paulmar, an outsourcing partner, manages the premiums and returns from the moment they are transacted to the time they have been fully disbursed. The system will be implemented with new accounts or renewals. This will not disrupt the agency's business. This unique technology is now available. NOBL will enhance performance and make independent P&C agencies more productive.

Data Development has been providing this software to plaintiff attorneys for over 25 years. You can purchase only what you need, as modules are available.