Top Trust Accounting Software for Activity Tracking

Between them, the 8 trust accounting software on this page cover compliance management (7), cross ledger posting (6), customer statements (6) and receipt management (6). 8 of them have written a profile you can read before you get in touch.

1. 1

   

   Troika

   Asset Gain & Loss Reporting · Fee Calculation & Posting · Cross Ledger Posting

   Troika is wealth management software aimed at family offices, private client practitioners and offshore trust companies.

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2. 2

   

   Law firm billing system

   Compliance Management · Customer Statements · Receipt Management

   CaseLode is a complete suite of law office management software products

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3. 3

   

   TNET

   Asset Gain & Loss Reporting · Fee Calculation & Posting · Cross Ledger Posting

   TNET is trust software that produces a wide range of organised reports. Its screens check entries as they are made, and balancing is done daily.

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4. 4

   

   i-trust

   Cross Ledger Posting · Compliance Management · Check Writing

   i-trust is Windows software for handling trust funds. It automates record keeping, includes a calendar, letter writing and CRM, and keeps a strict audit trail of how funds move.

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5. 5

   

   AccuTrust Gold

   Asset Gain & Loss Reporting · Fee Calculation & Posting · Cross Ledger Posting

   AccuTrust Gold is accounting software for trust and investment management. It provides reporting and calculates fees automatically.

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6. 6

   

   Brief Accounting

   Fee Calculation & Posting · Receipt Management · Tax Management

   Brief Accounting is a program from Brief Legal Software that combines time recording, billing and accounting for law firms.

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7. 7

   

   Esilaw 360

   Asset Gain & Loss Reporting · Fee Calculation & Posting · Cross Ledger Posting

   Esilaw 360 is a practice management and accounting product made for Canadian law firms. The vendor's website now presents it as Unity Accounting, offered through Dye & Durham.

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8. 8

   

   TrustBooks

   Cross Ledger Posting · Compliance Management · Customer Statements

   TrustBooks is accounting software made only for law firms. It keeps client ledgers up to date as activity is recorded and supports the trust account rules set by state bars.

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Latest insights

The newest guides and analysis from TrustList Insights.

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IT Services

6 Oct 2026 · TrustList Editorial

Of 39 software deals we covered, only 9 said what happens to customers

Our desk logged 39 software and IT-services deals and 12 vendor layoff announcements in two weeks: 19 deals had closed, 17 awaited…

Pakistan

6 Oct 2026 · TrustList Editorial

Pakistan issued the most rules in our records, Brazil set the most dates

Of 60 items on rules outside the EU and US, Pakistan supplies 10 but only four carry a date, while Brazil's five supply 8 of the 35 entries…

Cloud

6 Oct 2026 · TrustList Editorial

Vendors gave a median 48 days' warning before changing what customers use

Of 40 vendor-change items our desk published from 20 September to 5 October, 27 record both dates: median notice 48 days, range 0 to 390,…