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description: Page 2 - Discover the best Trust Accounting Software for your organisation. Compare top Trust Accounting Software tools with customer reviews, pricing and free demos.
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title: Page 2 - Best Trust Accounting Software - 2026 Reviews, Pricing & Demos
---

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# Trust Accounting Software

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## Products

1. [uLawPractice](https://www.softwareadvice.com.au/software/263585/ulawpractice) — 4.6/5 (87 reviews) — uLawPractice is a practice management and legal accounting solution for sole practitioners, paralegals, and small law...
2. [Lawcus](https://www.softwareadvice.com.au/software/61629/lawcus) — 4.8/5 (63 reviews) — Lawcus is a legal practice management solution that can be used by legal teams of any size. It is designed to streaml...
3. [Centerbase](https://www.softwareadvice.com.au/software/10286/centerbase) — 4.4/5 (60 reviews) — Centerbase is a cloud-based legal practice management software designed to support law firms in managing billing, cli...
4. [Console Cloud](https://www.softwareadvice.com.au/software/136672/console-cloud) — 4.4/5 (42 reviews) — Console Cloud is a property management software designed to help real estate businesses and property owners manage mu...
5. [CaseFleet](https://www.softwareadvice.com.au/software/100640/casefleet) — 4.7/5 (39 reviews) — CaseFleet is cloud-based, legal case management software that helps users organize case facts, track deadlines and ma...
6. [LessAccounting](https://www.softwareadvice.com.au/software/47393/lessaccounting) — 4.4/5 (25 reviews) — LessAccounting is cloud-based accounting software that allows users to record business expenses, categorize expenses,...
7. [Case Master Pro](https://www.softwareadvice.com.au/software/64997/case-master-pro) — 5.0/5 (19 reviews) — Case Master Pro is a legal case management solution that helps law firms and debt collectors manage case files and ac...
8. [HiRUM Software Solutions](https://www.softwareadvice.com.au/software/4699/hisuite) — 4.7/5 (18 reviews) — HiRUM PMS is a hybrid property management solution that caters to hospitality businesses of all sizes to manage reser...
9. [Unity Accounting](https://www.softwareadvice.com.au/software/456835/Unity-Accounting) — 3.6/5 (17 reviews) — Unity Accounting is a web-based trust and general ledger accounting solution designed for law firms that helps manage...
10. [Curo365](https://www.softwareadvice.com.au/software/67237/cuero365) — 4.5/5 (16 reviews) — Built on the most powerful cloud-based solution, Curo365 resides on the Microsoft Dynamics 365 platform built specifi...
11. [PayProp](https://www.softwareadvice.com.au/software/100769/paypropus) — 4.5/5 (13 reviews) — With PayProp, you can collect and match rent to the right tenants, make outgoing payments, report on your entire port...
12. [LawMaster](https://www.softwareadvice.com.au/software/92926/lawmaster) — 4.1/5 (12 reviews) — LawMaster is a cloud-based solution that helps law firms of all sizes manage litigation cases, documents and more. It...
13. [GhostPractice](https://www.softwareadvice.com.au/software/214321/ghostpractice) — 4.8/5 (11 reviews) — GhostPractice is a law practice management solution, which enables legal firms to streamline trust accounting, bank r...
14. [Trust Accountant Cloud](https://www.softwareadvice.com.au/software/261462/trust-accountant-cloud) — 4.8/5 (4 reviews) — Trust Accountant Cloud is an accounting management solution that helps businesses manage financial accounts and gener...
15. [ONESOURCE Trust Tax](https://www.softwareadvice.com.au/software/283566/onesource-trust-tax) — 4.0/5 (2 reviews) — ONESOURCE Trust Tax is software that offers real-time collaboration, allowing you to access your information from any...
16. [omniBooks](https://www.softwareadvice.com.au/software/405788/omniledger) — 5.0/5 (2 reviews) — omniBooks is a cloud-based online accounting software for all your business finance management needs. An integrated a...
17. [BHL Insight](https://www.softwareadvice.com.au/software/93517/bhl-insight) — 4.0/5 (1 reviews) — BHL Insight is a cloud-based and on-premise legal management solution that helps law firms manage workflows, accounti...
18. [Class Super](https://www.softwareadvice.com.au/software/328164/class-super) — 5.0/5 (1 reviews) — It automatically computes the trust tax return, and managers and their clients have solutions to simplify the assessm...
19. [AMB](https://www.softwareadvice.com.au/software/362441/amb) — 1.0/5 (1 reviews) — AMB is a mortgage, loan origination and accounting system that enables businesses to track transactions and loans, ge...
20. [ATOM](https://www.softwareadvice.com.au/software/521061/ATOM) — 4.0/5 (1 reviews) — ATOM is a cloud-based practice management solution designed for law firms. The solution offers several features and f...
21. [NOBL](https://www.softwareadvice.com.au/software/97175/nobl-insuranc-trust-accounting) (0 reviews) — NOBL is a cloud-based accounting and solvency solution that helps property and casualty (P\&C) insurance brokers m...
22. [TNET Front Office](https://www.softwareadvice.com.au/software/102701/tnet) (0 reviews) — TNET is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries a...
23. [Lexicon](https://www.softwareadvice.com.au/software/116877/lexicon) (0 reviews) — Built for legal professionals, Lexicon is a comprehensive legal practice management solution that is designed to impr...
24. [IPBS](https://www.softwareadvice.com.au/software/407092/ipbs) (0 reviews) — In the thirty years that we have been in business, we have been many things to many people. Our startup clients were ...
25. [TNET BackOffice](https://www.softwareadvice.com.au/software/422747/tnet-backoffice) (0 reviews) — TNET BackOffice is a cloud-based trust accounting solution that offers financial management through the separation of...

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## Related Categories

- [Insurance Software](https://www.softwareadvice.com.au/directory/4506/insurance/software)
- [Document Management Software](https://www.softwareadvice.com.au/directory/722/document-management/software)
- [Mortgage Software](https://www.softwareadvice.com.au/directory/4208/mortgage/software)
- [Accounting Software](https://www.softwareadvice.com.au/directory/4220/accounting/software)
- [Loan Origination Software](https://www.softwareadvice.com.au/directory/4557/loan-origination/software)

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For every keystroke of data inputted to the system, the software cuts down on future work, because it repurposes the information to produce accurate and detailed documents and books.\n\nWith the click of a button, users can generate a wide selection of automated court forms, such as Ontario Small Claims Court, POA, Landlord & Tenant, family law, and more.\n\nuLaw is matter-driven, meaning users can process the clerical duties of their law firm simply by processing a legal matter.\n\nThrough powerful algorithms and analytics, uLawPractice also transforms data into meaningful business insights within the customizable dashboard. 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Kanban boards and drag-and-drop features allow legal teams to visually manage matters online. With Lawcus, practices can accept online payments powered by LawPay. This solution also integrates with QuickBooks, Zapier, DropBox, Box, G-suite, and Outlook.\n\nPricing for Lawcus is on a monthly subscription basis. Support is available via phone, email, and an online help center.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c5dc083c-26e3-42f1-9955-4f551dff9401.png","url":"https://www.softwareadvice.com.au/software/61629/lawcus","@type":"ListItem"},{"name":"Centerbase","position":3,"description":"Centerbase is a cloud-based legal practice management software designed to support law firms in managing billing, client information, and firm operations. It provides tools for legal professionals including attorneys, managing partners, timekeepers, and administrative staff. The software supports various practice areas, with features tailored for family law professionals.\n\nIt includes secure document management to protect client information and ensure easy access. Matter management centralizes information for streamlined organization. Centerbase also provides automated time tracking to record work activities and electronic billing to simplify invoicing. Trust and retainer accounting features help maintain compliance with legal regulations. Additionally, its ePre-bill functionality facilitates electronic review, editing, and approval tracking.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9378d903-bb9f-410c-8ed4-c66b0f80fcde.png","url":"https://www.softwareadvice.com.au/software/10286/centerbase","@type":"ListItem"},{"name":"Console Cloud","position":4,"description":"Console Cloud is a property management software designed to help real estate businesses and property owners manage multiple properties, inspection, task scheduling, communications, document storage and more. The creditor management module lets managers create invoices for owners/tenants using the drag-and-drop interface and store payments records for future reference.\n\n\nThe accounting functionality in Console Cloud assists organizations with generating rent receipts and invoices with taxes and update custom charges for services using fee scheduling tools. It offers a host of features such as maintenance logs, role-based permissions, data migration, email/SMS notifications, a self-service portal, timestamps and more. Additionally, managers can view transactions, notes, arrears, communication history and maintenance information via automated owner/tenant timelines.\n\n\nConsole Cloud enables users to gain insights into reconciliation statement and cash books via the reporting functionality. Pricing includes monthly subscriptions and support is provided via phone, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/30b2cc06-28ec-4ebe-ba6b-8655d2a77de1.png","url":"https://www.softwareadvice.com.au/software/136672/console-cloud","@type":"ListItem"},{"name":"CaseFleet","position":5,"description":"CaseFleet is cloud-based, legal case management software that helps users organize case facts, track deadlines and manage litigation and investigations.\n\nCaseFleet allows users to detail out the facts of each case in a timeline including witnesses, locations, dates and evidence to create case chronologies. Users can attach documents and case facts to time points. Users can search facts, sort by date and time and edit facts inline. They can also filter by contacts, issues, date ranges and sources. Users can create facts by highlighting the text in their documents.\n\nCaseFleet’s robust search feature allows users to find keyword matches in the text of their documents. Matching text gets highlighted as users start searching in the document.  \n\nCaseFleet provides two-factor authentication, 256-bit encryption and data backups. Support is provided via email. Pricing is subscription-based depending on the number of users per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d1c30982-a74d-417d-813b-eb9b673f6085.png","url":"https://www.softwareadvice.com.au/software/100640/casefleet","@type":"ListItem"},{"name":"LessAccounting","position":6,"description":"LessAccounting is cloud-based accounting software that allows users to record business expenses, categorize expenses, send invoices, get paid and see who owes money.\n\n\nLessAccounting allows users to send online invoices and track payments from them. Users can customize invoice templates and set recurring invoices. Users can create custom business proposals using templates, and they can attach those business proposals to contact notes.\n\n\nWith workflow automation, users can automate various accounting tasks. LessAccounting manages contacts and keeps track of clients. Users can import address books from Basecamp, Gmail and other web apps. Users can create custom reports by filtering by client, date, tags and more.\n\n\nLessAccounting provides integration with various applications including Shopify, Project Management, Basecamp, Highrise CRM, Stripe, PayPal, Wagepoint and InvoiceSherpa.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b433aef-5bda-4b7f-a755-faac092ac0ca.png","url":"https://www.softwareadvice.com.au/software/47393/lessaccounting","@type":"ListItem"},{"name":"Case Master Pro","position":7,"description":"Case Master Pro is a legal case management solution 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 judgments and can be setup in less than a week.\n\n\nKey features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management, account reconciliation and outside counsel login. 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.\n\n\nCase Master Pro facilitates integration with QuickBooks and Peachtree to export checks, general ledger and reconciliation data to external accounting systems. It also provides enterprises with CMP imaging functionality to convert physical documents and existing files into viewable electronic formats, streamlining workflows across the organization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4e159490-12f9-49f9-b562-ff0cf58bbc61.png","url":"https://www.softwareadvice.com.au/software/64997/case-master-pro","@type":"ListItem"},{"name":"HiRUM Software Solutions","position":8,"description":"HiRUM PMS is a hybrid property management solution that caters to hospitality businesses of all sizes to manage reservations, guest information, distribution channels and online bookings. The solution can either be deployed on-premise or hosted in the cloud.\n\n\nHiRUM's front desk helps users to keep track of guest information, front and back office tools, maintenance management and marketing functions. It also helps users to generate custom reports on guests or different property parameters. For distribution, the HiSITE Channel Manager connects a hotel’s rates and inventory to multiple online booking sites, such as Booking.com and Expedia.\n\n\nAdditionally, HiRUM PMS offers users HiSITE Direct, which is an online booking engine that integrates with both the channel manager and the property management system to maintain real-time information. The solution can be accessed via multiple devices such as mobile phones, tablet computers or PCs.\n\n\nSupport is offered via phone, email and through an online service desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3b77fbc9-bf82-4551-8a6f-9bcaa4ef07c0.png","url":"https://www.softwareadvice.com.au/software/4699/hisuite","@type":"ListItem"},{"name":"Unity Accounting","position":9,"description":"Unity Accounting is a web-based trust and general ledger accounting solution designed for law firms that helps manage accounting, billing and practice management needs of the business. It helps legal professionals, bookkeepers and accountants optimize their firm’s financial performance, maintain financial clarity, streamline operations and more.\n\nIt offers built-in credit card processing and a client payment portal, streamlining the invoicing and collections process. For practice management, the software provides tools to manage clients, matters, documents and calendars.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9acdb2c0-e471-4316-a0c8-9abe23767dbf.png","url":"https://www.softwareadvice.com.au/software/456835/Unity-Accounting","@type":"ListItem"},{"name":"Curo365","position":10,"description":"Built on the most powerful cloud-based solution, Curo365 resides on the Microsoft Dynamics 365 platform built specifically for law firms and integrates with your existing Microsoft Office 365 applications. The only singular solution that seamlessly functions together, without relying on multiple disjointed technologies. The Curo365 platform is powered by Microsoft so your law firm can scale and grow into a single practice management solution, without migrating to other platforms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3eb78d0f-c328-4906-94e1-326b1916e7f8.png","url":"https://www.softwareadvice.com.au/software/67237/cuero365","@type":"ListItem"},{"name":"PayProp","position":11,"description":"With PayProp, you can collect and match rent to the right tenants, make outgoing payments, report on your entire portfolio and more in just a couple of clicks.\n\nPayProp’s powerful property management platform automates the crucial financial administration of a property rental business, freeing up real time for real estate professionals to do what really matters.\n\nTo date, PayProp has successfully processed over $9bn in rental payments for property professionals around the world. \n\nPayProp's expert support team can be reached by phone or email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ecf6de39-c426-404c-8856-5782966d7519.png","url":"https://www.softwareadvice.com.au/software/100769/paypropus","@type":"ListItem"},{"name":"LawMaster","position":12,"description":"LawMaster is a cloud-based solution that helps law firms of all sizes manage litigation cases, documents and more. It provides a matter management module, which enables lawyers to view and capture time entries, cost recordings, file notes and clients' contact details on a unified platform.\n\n\nFeatures of LawMaster include recording, cataloging, task management, client relationship administration, marketing, reporting and more. It offers a centralized knowledge center, which lets attorneys quickly access digital files and reference material related to specific cases. Additionally, it allows professionals to streamline the entire payment lifecycle, from handling payroll operations to generating electronic invoices.\n\n\nLawMaster comes with an application programming interface (API), which lets businesses integrate the system with several third-party platforms such as Global X, Microsoft office, InfoTrack, SAI Global and more. Pricing is available on request and support is extended via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/00547048-f7e9-4e41-b957-36c8b4a80fd3.png","url":"https://www.softwareadvice.com.au/software/92926/lawmaster","@type":"ListItem"},{"name":"GhostPractice","position":13,"description":"GhostPractice is a law practice management solution, which enables legal firms to streamline trust accounting, bank reconciliation, time tracking and other administrative processes. Professionals can match and compare bank statements and generate reports on debt recovery status and debtor summary statements.\n\nKey features of GhostPractice include general ledger, customizable reports, case management and audit logs. Businesses can create mailing lists for email marketing campaigns and store information related to cases, clients, tasks, documents, billing and accounting in a centralized repository.  Additionally, administrators can track time or costs for each task, import data in bulk and manage contacts individually or based on groups.\n\nGhostPractice's pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59a9cb1f-bfd1-4438-8d0a-4bdab0e70300.png","url":"https://www.softwareadvice.com.au/software/214321/ghostpractice","@type":"ListItem"},{"name":"Trust Accountant Cloud","position":14,"description":"Trust Accountant Cloud is an accounting management solution that helps businesses manage financial accounts and generate reports on a centralized platform. Professionals can handle accrual accounts and import/export transaction information in CSV, PDF and Excel formats.\n\nTrust Accountant Cloud allows organizations to store company information in a centralized database and add interest reinvestment postings in a built-in journal. Managers can configure role-based access control and encrypt confidential information to prevent unauthorized data exploitation. Additionally, it lets users access real-time asset information and enforce password security/dual authentical across clients’ accounts.\n\nTrust Accountant Cloud enables businesses to generate financial reports related to transaction statements, cash control, asset holding, expenses and more. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29c0aabb-b004-4cfe-b387-1106e06a4a0e.png","url":"https://www.softwareadvice.com.au/software/261462/trust-accountant-cloud","@type":"ListItem"},{"name":"ONESOURCE Trust Tax","position":15,"description":"ONESOURCE Trust Tax is software that offers real-time collaboration, allowing you to access your information from anywhere at any time. The software allows you to create more value for your clients and generate better results for yourself. It is an accounting solution used by CPA firms and public companies worldwide to manage their clients' financial information. With access to more than 35 million client records, tax professionals can easily create client reports and product breakdowns that streamline their process.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6dd2062e-0b53-4849-93ad-3de8efe790b0.png","url":"https://www.softwareadvice.com.au/software/283566/onesource-trust-tax","@type":"ListItem"},{"name":"omniBooks","position":16,"description":"omniBooks is a cloud-based online accounting software for all your business finance management needs.\n\nAn integrated all-in-one online accounting software offering invoicing, expense tracking, and inventory management features. It also integrates with many other business software applications, such as CRM and project management tools. \n\nHere some important features of omniBooks that meet the needs of your business forn online accounting software:\n\nInvoicing\nCreate and send professional-looking invoices to customers with automatic payment reminders and payment processing.\n\nExpense Tracking\nKeep track of expenses and enter and categorize expenses, as well as upload receipts for documentation.\n\nBank Reconciliation\nReconcile their bank accounts by importing bank transactions and matching them to transactions in the ledger on omniBooks.\n\nInventory Management\nTrack your inventory levels and receive notifications when inventory is low.\n\nAll comes with built-in Integration with other Omnibasis products, such as CRM or project management tools, to streamline business operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/894f3cc1-0ce0-4432-87bb-a0a35e3f4cb1.png","url":"https://www.softwareadvice.com.au/software/405788/omniledger","@type":"ListItem"},{"name":"BHL Insight","position":17,"description":"BHL Insight is a cloud-based and on-premise legal management solution that helps law firms manage workflows, accounting operations and marketing activities. It enables users to store customer contacts in an in-built database and create multiple client groups to send bulk invitations or newsletters for upcoming events.\n\n\nFeatures of BHL Insight include general ledger, customizable templates, task administration, bank reconciliation, document management, alerts/notifications and more. It comes with an executive dashboard, which lets managers review the performance of teams, departments and individuals on a centralized platform. Additionally, users can utilize the time capture module to measure employee productivity via timesheets, time diary, fee entries or time clock.\n\n\nBHL Insight facilitates integration with various third-party applications such as Microsoft Office, iManage, Hummingbird and more. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1104c8c8-501b-4c54-8cb0-6354ea950d4b.png","url":"https://www.softwareadvice.com.au/software/93517/bhl-insight","@type":"ListItem"},{"name":"Class Super","position":18,"description":"It automatically computes the trust tax return, and managers and their clients have solutions to simplify the assessment process. Through automation, Class Super allows admins to create on-demand reports on accounting and auditing. The software features customizable group reports and includes the live reporting of the business's financial strength, trial balance, and operational efficiency. It also consolidates all tax reports and creates income using data from the ASX and other financial markets.\n\nClass Super equips managers with the data to make informed financial decisions through webinars, reports, eBooks, and blogs. The platform gives tips and guidelines to match transactions, run pensions, and manage records. Managers can get resources on investment trusts, property management, and how to utilize industry data. The software provides tools to access, manage, and share reports of SMSF lodgments. It also offers instant property valuations, title searches, and more from RP Data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6f8826cb-a149-487f-8a84-3a53b81bf58f.jpeg","url":"https://www.softwareadvice.com.au/software/328164/class-super","@type":"ListItem"},{"name":"AMB","position":19,"description":"AMB is a mortgage, loan origination and accounting system that enables businesses to track transactions and loans, generate reports and calculate commissions. Teams can reconcile bank accounts by importing cleared checklists from banks. \n\nCommission profiles define the agent/broker compensation plan as approved by management. The system computes calculations, including minimum and maximum loan volumes with tiered commission rates.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/37863a35-f64d-4acf-8ec3-c81a070249fa.png","url":"https://www.softwareadvice.com.au/software/362441/amb","@type":"ListItem"},{"name":"ATOM","position":20,"description":"ATOM is a cloud-based practice management solution designed for law firms. The solution offers several features and functionalities needed for legal firms to manage client and matter, record time, handle invoices, generate reports and store documents. It is a unified platform for trust and office accounting and due diligence needs of legal firms. \n\nATOM integrates with various third-party platforms including box and stripe. It offers pricing on a monthly basis and support is extended via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9409d485-f912-4bd7-a918-8f1705681d4c.png","url":"https://www.softwareadvice.com.au/software/521061/ATOM","@type":"ListItem"},{"name":"NOBL","position":21,"description":"NOBL is a cloud-based accounting and solvency solution that helps property and casualty (P&C) insurance brokers manage premium/return of premium funds as per government regulations. It utilizes automated billing and follow-up procedures to maintain records for bank deposits and receipts.\n\n\nNOBL allows administrators to monitor bank deposits and calculate earned commissions or losses incurred due to return of premium or NSF checks. The platform maintains records for return of premium by tracking net premium and return commission reimbursements from insurance companies or operating accounts. Additionally, it allows users to generate multiple financial solvency reports such as statements of premium disbursements, trust account balance sheets, audit trail reports and more.\n\n\nNOBL lets users create and store premium remittance records for single and multiple-location insurance policies. Pricing is available on request.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/39c03e91-e795-4299-a16c-0bee03d1a2b3.png","url":"https://www.softwareadvice.com.au/software/97175/nobl-insuranc-trust-accounting","@type":"ListItem"},{"name":"TNET Front Office","position":22,"description":"TNET is an on-premise trust accounting software designed to help banks, law offices, CPA firms, private fiduciaries and IRA companies manage financial operations. It enables professionals to generate account summaries with details such as asset location, market value reconciliation and portfolio rates.\n\n\nTNET assists organizations with check writing, portfolio or mutual fund modeling, performance management and document imaging. Administrators can manage individual retirement accounts (IRA) by adding information such as account number, IRA type and grantor's details including name, address, social security number and date of birth. Additionally, it lets users create transaction listings and generate reports on cash status, inventory or officers.\n\n\nBusinesses can use TNET to calculate trust fees or dividend/interest rates and store mortgage receipts in a centralized database. Pricing is available on request and support is extended via phone an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7368133f-f9fa-430e-92f7-c2ce31b6ad37.png","url":"https://www.softwareadvice.com.au/software/102701/tnet","@type":"ListItem"},{"name":"Lexicon","position":23,"description":"Built for legal professionals, Lexicon is a comprehensive legal practice management solution that is designed to improve matter, client, and billable hours management. Lexicon offers managed services for IT, HR/recruiting, marketing, client & account care, accounting/billing, succession/acquisition operations. \n\n\nIn one platform, legal professionals can manage client intake, billing, billable and non-billable hours, client accounts, matters, documents, and more. Lexicon’s customizable and actionable matter dashboard enables users to view each individual matter and have access to financials and record payments, tracked time, client information, events, documents, notes, and more. Lexicon tracks all legal information and documents, allowing users to capture billable hours with more precision. Professionals can set up standard or customized charge codes, disbursement types, rate tables, as well as custom pre-bill workflows, to ensure that billable time gets captured and approved on time. \n\n\nFor software support, Lexicon provides a Customer Success Manager (CSM),  to answer questions and guide clients throughout the implementation and adoption process. Support is also offered via a robust and growing knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8df2ea3d-4505-425f-b8f8-0a82eaf6f45f.png","url":"https://www.softwareadvice.com.au/software/116877/lexicon","@type":"ListItem"},{"name":"IPBS","position":24,"description":"In the thirty years that we have been in business, we have been many things to many people. Our startup clients were inherited from our interest in a broad-spectrum software development business known as Data Systems Limited, which developed software for a cross-section of businesses. Life Insurance, Agency Wholesale Distribution, Shipyard Repair, Billing and Collections and Financial Services. These day-one clients were Pierson Heldring and Pierson, Demachy Worms, Lloyds Bank International, Queensgate Bank, Trust and Turks & Caicos Banking Company.  Three of these clients used software developed by our founder while employed at his former company. Of the other two, one had head office-provided banking software and only needed support and the other we were developing a portfolio management product for. Two of our founding clients are still with us after thirty years.\n\nFinancial Sevices prospects looking for software today may ask us to participate in a formal Request for Information (RFI) and subsequently, or initially, a Request for Proposal (RFP), wherein the prospect will identify key features of the software that they must have, or would be nice to have or may need in the future.  These prospects are generally second or third-time buyers and have had some experience with financial services software and will know what aspects they would like to see improved and what difficulties they want to get away from or improve upon. Other prospects may be moving on from a career in Financial Services and are considering opening a boutique bank, trust company or investment management business or will be offering mutual fund administration services.\n\nHowever the prospect comes to our door or our email inbox, the process will generally follow the same process. We will provide an interactive overview (Demo) of the IPBS platform, targeting the functionality that the prospect indicates they are considering. Invariably they will ask questions during this process and we will endeavor to show how the IPBS software manages a particular situation. This is very much a process of getting to know one another and laying the groundwork for working together in the future. Toward the end of this process, financial considerations will be discussed and we will normally get to a point where we would both be happy and the conversation can move on to timing and what needs to be done to have the best outcome.\n\nInvariably there will be some features that the prospect would like to be done differently and certainly, all of the client reporting and the client portal will have to be customized to reflect the organization's logos and color schemes. Another factor is that the prospect is either a startup with no legacy data to be migrated to IPBS or they may have ten or twenty years of data that will need to be available in the new system. We are one of the very few software vendors that will even entertain migrating data from another vendor, but we understand the difficulties encountered when legacy systems have to be maintained for the regulator's mandated data retention time frame.\n\nAnother implementation factors are user training which we can do remotely or on-site.  This is an opportunity to build a relationship with the prospective client's employees and to put them at ease that we will be there whenever they need us. There are many options for \"Go Live,\" but we have tended to use the \"big bang\" approach where the legacy system is turned off and IPBS becomes the system of record. For the first few days of live operations, we normally stay close by whether the implementation is on-premises or remote.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b290b523-720a-4c12-963d-94496c10c5d8.jpeg","url":"https://www.softwareadvice.com.au/software/407092/ipbs","@type":"ListItem"},{"name":"TNET BackOffice","position":25,"description":"TNET BackOffice is a cloud-based trust accounting solution that offers financial management through the separation of income and principal. Its open month and year-end features allow for accounting periods to extend according to the ledger balance. \n\nTransaction generators and bulk processing capabilities facilitate workflow while reporting functionality provides real-time insights. It helps users monitor security measures, track audit logs, and manage data integrity and compliance. Additionally, the system is compliant with government regulations, mitigating legal risks. It streamlines trust and fund accounting operations while maintaining security and compliance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6854484-5de0-4704-abe1-e7f932d71d7c.png","url":"https://www.softwareadvice.com.au/software/422747/tnet-backoffice","@type":"ListItem"}],"@id":"https://www.softwareadvice.com.au/directory/2005/trust-accounting/software?page=2#itemlist","numberOfItems":25}
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