Our Top Picks

AbacusLaw Logo
AbacusLaw
AbacusLaw is a web-based, cloud, and SaaS provider administering online solutions for legal and accounting firms. Showcasing integration partners such as Office 365, Dropbox, LexisNexis, and Quickbooks, AbacusLaw offers features such as reports, accrual accounting, fee calculation, and activity tracking.

More than 100,000+ users worldwide benefit from their thorough portfolio offering 24/7 business hours and support. Together, these features allow AbacusLaw to provide its customers with results that allow growth, evolution, and client satisfaction.

Pros & Cons

Pros

  • Keeps law firms in compliance with state law
  • Excellent court rules and discovery features
  • Good reporting features

Cons

  • Technical support not as strong as it could be
  • Remote working licenses expensive

What Customers Are Saying

AbacusLaw's customers appreciate the ability to keep track of client matters, especially calendar events. Most online reviews praise the software's user-friendly features and easily configurable settings. Several law firms comment on the benefits of AbacusLaw's private cloud, highlighting features such as security, connectivity, and flexibility.

Summary

AbacusLaw Logo
AbacusLaw
  • Starting Price
    • Amicus Cloud: Starting at $59/month/user
    • Amicus Attorney: Custom Quote
    • AbacusLaw: Custom Quote
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Windows, Web-Based, iPhone / iPad, Android
  • Support Options
    24/7 (Live Rep), Business Hours, Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    No
Actionstep Logo
Actionstep
Actionstep is an effective web-based software platform for law firms. This SaaS provider integrates with numerous applications such as Office365, LawPay, InfoTrack, and Google Drive to suit your individual client needs.

Consequently, users can work with features such as accrual accounting, fee calculation, reports, and tax management. These dynamic integrations by Actionstep allow you to maintain workflow, productivity, and client management. The company also offers online training and support during business hours to help you maximize your results.

Pros & Cons

Pros

  • Integrates with many applications including LawPay, InfoTrack, Google, and Office 365
  • SaaS application that's easily accessed from anywhere
  • Flexible and easy-to-use visual layout

Cons

  • Limited search capabilities
  • Unresponsive customer support

What Customers Are Saying

Most reviewers speak positively about how Actionstep workflows help them organize their businesses. They like the ease of access of the cloud-based SaaS solution and appreciate the high-quality legal documents it produces. Some customers report experiencing difficulties during the setup process, as it's not a plug-and-play solution and needs careful configuration.

Summary

Actionstep Logo
Actionstep
  • Starting Price
    • Express: $49/month/user
    • Practice Pro: $89/month/user
    • Practice Pro+ Accounting: $99/month/user
  • Free Trial/Demo
    Free Trial & Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    No
  • Tax Management
    Yes
AdvantageLaw Logo
AdvantageLaw
AdvantageLaw offers your law firm an easy, Windows-based software that includes integrated billing, trust accounting, and case management.

The software offers an affordable and comprehensive answer to your firm's business needs. Remote features such as a web-based timekeeping module, remote timekeeping application, and payroll interface are available as add-ons, making AdvantageLaw a well-rounded software program.

Pros & Cons

Pros

  • Mobile and web-based timekeeping features
  • Integrated case management, billing, financials, and accounting
  • Outstanding customer support

Cons

  • No payroll module
  • Windows only, no cloud or Mac version

What Customers Are Saying

Customer reviews are overwhelmingly positive about AdvantageLaw. Reviewers like the software's stability and the ability to choose if and when to upgrade to newer versions. AdvantageLaw is regarded as straightforward to use, with its customer support rated as outstanding. Users say the system is highly configurable to meet individual law firm requirements.

Summary

AdvantageLaw Logo
AdvantageLaw
  • Starting Price
    • Advantage Express Limited Edition (1-3 Timekeepers): $590
    • AdvantageLaw Full Edition (4+ timekeepers): $300/timekeeper
    • Support Contract (Annual): 18% of License Fees ($250 minimum)
    • LEDES License (All Users): $190
    • Contact for more pricing options
  • Free Trial/Demo
    Free Trial & Demo
  • Deployment
    Installed - Windows
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
Amberlo provides an easy platform to manage your law firm’s development and collaborate with your team from anywhere. This software is compatible with numerous device options including iPhone, iPad, and Android. By integrating with applications such as Office365, you can work easily with features such as document management, time tracking, and expense tracking.

Creating documents for your clients and following your expenses is effortless. Additionally, a completely integrated analytics and statistics reporting system allows you to easily track performance and workflow for peak productivity.

Pros & Cons

Pros

  • Several versions with different features including a fully functional free version
  • Good case management, court date, calendar, and document tracking features
  • Intuitive user interface that doesn't require specialized training

Cons

  • No mobile apps
  • No Office 365 or accounting software integrations

What Customers Are Saying

Amberlo customer reviews are very positive. Many reviews say Amberlo's features compare favorably with those offered in "big law" solutions. Customers value its ease of use, time-tracking capabilities, and ability to link documents to specific cases. Several reviewers praise Amberlo's expense tracking and invoicing features.

Summary

  • Starting Price
    • Grow: $30.35/monrh/user
    • Premium: $42.49/month/user
    • Elite: $66.77/month/user
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    No
  • Check Writing
    No
  • Tax Management
    No
BQE Core Legal - Time, Billing, And Accounting Logo
BQE Core Legal - Time, Billing, and Accounting
Recently named GetApp’s 2021 Accounting Category Leader, BQE Core scored an almost perfect score for usability, support, and functionality. This software will make it easier for you to run your business and maximize profitability.

Customer-driven innovation is at the forefront, and BQE CORE professionals help guide you through implementation, training, and customizing the product modules you need to help increase functionality and efficiency.

Additionally, many integration applications, including Stripe, QuickBooks, Google, and Office 365, help you manage features such as accounting, reports, billing, and activity tracking.

Pros & Cons

Pros

  • Good project management and time-tracking features
  • Integrations with accounting software, Office 365, and Google
  • Mobile applications with smart timer

Cons

  • Not particularly user-friendly; takes time to learn to use the software properly
  • Can't be used out of the box, needs a significant degree of customization

What Customers Are Saying

While numerous customers mention the time needed to set up BQE Core Legal, almost all reviews are positive regarding its features and capabilities. Customers report being very happy with the quality of technical support and impressed with its invoicing features and ability to integrate with other software.

Summary

BQE Core Legal - Time, Billing, And Accounting Logo
BQE Core Legal - Time, Billing, and Accounting
  • Starting Price
    • $7.95/month/user along with the required base model for $19.95/month/user
  • Free Trial/Demo
    15-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    No
Case-Master-Pro Logo
Case Master Pro (CMP)
As the current leading case management system on the market, CMP contributes to your business success by offering easy-to-navigate features. From case management to software integration to tax management, this cloud-based solution is powerful, efficient, and secure.

CMP will manage everything within a file from start to finish so you can keep moving forward with your daily tasks. Business owners have been extremely satisfied with the functionality and ease of use that CMP delivers, not to mention the excellent customer support available.

Pros & Cons

Pros

  • Good legal case management and tracking features
  • Excellent training and support
  • Self-service portal for clients

Cons

  • Steep learning curve

What Customers Are Saying

Case Master Pro reviews are solidly positive. Customers like its case management functions and ability to integrate with accounting software. A few reviewers complain of a steep learning curve, but most say they find it easy to use and praise the software's case management features. Customers rate the support team highly, especially concerning prompt responses to requests for new features.

Summary

Case-Master-Pro Logo
Case Master Pro (CMP)
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Windows, Web-Based
  • Support Options
    Business Hours, Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
With 200+ integrations, Clio gives you the option to integrate with applications familiar to you or explore what new applications have to offer so you can benefit from an organized business.

The software’s cloud-based system, known as Clio Grow, provides users with the flexibility to offer their services to clients from start to finish with features such as online intake, appointment scheduling, and fee arrangements.

Additionally, the automation of tasks in this multi-device software creates a more organized and easier-to-use business model for both you and your staff.

Pros & Cons

Pros

  • Task feature that tracks all activities to ensure everyone knows what must be done by when
  • Good legal document management
  • Good billing, invoicing, and payment integration

Cons

  • Separate log-in required for Clio Manage and Clio Grow
  • Some billing features can be cumbersome

What Customers Are Saying

Customers like Clio's intuitive interface, task management capabilities, automated appointment scheduling, and ability to be remotely controlled from mobile devices. The company's customer service is also highly rated.

Summary

  • Starting Price
    • Starter: $49/month/user
    • Boutique: $69/month/user
    • Elite: $109/month/user
    • Clio Suite: $125/month/user
    • Enterprise: Custom Quote
    • Clio Grow: $59/month/user
  • Free Trial/Demo
    7-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
COSMOLEX Logo
COSMOLEX
COSMOLEX is a cloud-based software platform designed to give you full control of your practice. By providing compliant law office accounting through integrated features such as trust and business accounting, users can streamline their accounting workflow with maximum efficiency.

Additional features such as automated billing, a secure client portal, and an activity tracking interface provide convenience and security to an organization’s processes. With no monthly fees and full customer service support, COSMOLEX offers comprehensive trust accounting services that work automatically in the background to provide a detailed set of productivity reports to keep data and information up to date.

Pros & Cons

Pros

  • Fully featured mobile application simplifies practice management
  • Legal management software that has full accounting capabilities, avoiding the need for external accounting software
  • User-friendly

Cons

  • Fee per registered user, not concurrent users
  • Some accounting and billing features could be improved

What Customers Are Saying

Online reviews for CosmoLex are generally positive. Clients like the integration of case management and billing, which helps them manage billing efficiently; they also like how the software tracks accounting and court time. Several say the onboarding process is well-handled and that CosmoLex efficiently manages file transition and migration.

Summary

COSMOLEX Logo
COSMOLEX
  • Starting Price
    • All-Inclusive Practice Management, Legal Billing, and Accounting: $89/month/user
    • Firms with 10+ Users: Custom Quote
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
ESILAW 360 Logo
ESILAW 360
ESILAW 360 is a comprehensive Windows- and cloud-based software designed to help you maximize efficiency and productivity with one integrated solution.

The solution works with apps such as OneDrive and Google Drive, with useful features like activity tracking, productivity reporting, and comprehensive accounting that allow users to achieve tangible results and provide excellent service to their clients.

Pros & Cons

Pros

  • Integrated law office billing, accounting, and time tracking
  • Windows-based software with a hybrid cloud storage
  • Intuitive to use

Cons

  • Poor help function
  • No Mac version
  • No mobile access

What Customers Are Saying

Overall customer reviews are good. Customers say they find the practice management and accounting software easy to use, although several comment on the lack of training materials. Most report the support staff helpful and efficient. Multi-user clients like the fact that no server is necessary due to files being stored in the cloud.

Summary

ESILAW 360 Logo
ESILAW 360
  • Starting Price
    • ESILAW + ESILAW Lawyer Desktop: $599; Additional User - $399
    • 1 Year ESICare Maintenance Plan: $299; Additional User - $149
    • ESILAW + ESILAW Lawyer Desktop + 1 Year Maintenance Plan: $749; Additional User - $399
  • Free Trial/Demo
    30-Day Free Trial
    Free Demo
  • Deployment
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
i-trust offers a Windows-based, audit-tested stand-alone software that provides a secure audit trail of all transactions. Trust accounting reporting, activity tracking, and multiple check-writing capabilities help you simplify your client information.

By using a fully automated inherent interface, i-trust provides a complete software platform offering flexibility yet maintaining the integrity of client data.

Pros & Cons

Pros

  • Windows-based practice management software
  • Fully automated interface
  • Strict audit trail

Cons

  • Very little information is available

What Customers Are Saying

There are no customer reviews.

Summary

  • Starting Price
    • Web Intensive Training: $125/hour
  • Free Trial/Demo
    Free Demo
  • Deployment
    Windows
  • Support Options
    Business Hours
  • Accural Accounting
    No
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    No
Iolta Logo
Iolta Trust by PracticePanther
Iolta Trust is law practice management software designed to automate your business, whether you're a single practice or a large firm. By syncing with familiar applications such as Google Drive and Dropbox, this cloud-based system allows you to get things accomplished faster.

Additional features include a custom reporting option that provides a comprehensive method to dissect client data and direct your team to the proper resources. Users can also benefit from integrating with third-party apps such as PantherPayment credit card processor, which allows you to manage client-specific payment plans to ensure on-time client payment.

Pros & Cons

Pros

  • Comprehensive legal client management tool
  • SaaS cloud-based software
  • User-friendly case management dashboards

Cons

  • Some email glitches reported
  • Migration to PracticePanther difficult

What Customers Are Saying

Customer reviews for PracticePanther are good. Most find the software to be user-friendly, reliable and inexpensive. They like the forms templates and how the software syncs with a wide variety of other programs that include Box, Dropbox, and Mailchimp. Reviewers also rate the PracticePanther support team highly.

Summary

Iolta Logo
Iolta Trust by PracticePanther
  • Starting Price
    • Solo: $49/month/user
    • Essential: $69/month/user
    • Business: $89/month/user
  • Free Trial/Demo
    7-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
MAUI is a comprehensive SaaS system that offers innovative features such as integrated automated modeling and built-in performance measurements, providing users with immediate updates to stay efficient and professional.

The software’s customized modules provide users with a robust and scalable solution that can be altered at any time to suit an organization’s needs. Features such as a client portal and document, investment, account, and risk management tools give users a large overview of their organization and the best steps to take moving forward.

Pros & Cons

Pros

  • SaaS trust accounting solution that's remotely accessible
  • Real-time account posting
  • Good customer support

Cons

  • Steep learning curve
  • High user fees

What Customers Are Saying

The few independent reviews are highly complimentary, with some reviewers saying they feel MAUI's features are significantly more advanced than competing options. Reviews on the MAUI site specifically praise the quality and level of customer service. The account review and risk management features are also highlighted for their ability to date and time-stamp activity to manage accountability.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
ONESOURCE Trust Tax Logo
ONESOURCE Trust Tax
ONESOURCE Trust Tax is an automated software program to assist you in all phases of the tax process. Featuring customizable location-based accounting formats with complete compliance and tax management solutions, this platform is thorough and comprehensive.

Cloud technology, SaaS, and web-based delivery of applications allow you to connect, maintain, and prepare client data in a way that works best for your business needs. Additional ONESOURCE product software is available for integration to create a solid business model.

Pros & Cons

Pros

  • Automated tax return preparation for trusts
  • Support for numerous countries and U.S. states
  • Good customization ability

Cons

  • Can be cumbersome to use
  • Steep learning curve

What Customers Are Saying

Users appreciate the capability and flexibility of ONESOURCE for ensuring tax compliance. Reviewers report that they've been able to bring tax preparation in-house and significantly reduce U.S. tax return preparation time. They appreciate the software's ability to track tax events and recall data from prior tax periods and also speak well of the way its automated document management features simplify auditing processes.

Summary

ONESOURCE Trust Tax Logo
ONESOURCE Trust Tax
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Trial & Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    No
  • Check Writing
    Yes
  • Tax Management
    Yes
The Tabs3 Trust Accounting Software platform makes it easy to take care of your clients accurately and easily. An easy-to-use dashboard provides a graphical view of the trust accounts standing, and its efficient design allows you to track an unlimited amount of trust accounts and manage up to 99 different bank accounts.

The software also supports integrations with apps like LawPay and ProPay for online payments, allowing businesses to accept credit cards from clients with ease.

Pros & Cons

Pros

  • Tracks an unlimited number of trust funds
  • Integrates with Tabs3 Accounts Payable, LawPay, and ProPay
  • Easy to use with good macro features

Cons

  • Training needed to get the best out of the software
  • Some tasks are cumbersome
  • Windows-only

What Customers Are Saying

User reviews for Tabs3 are positive. Customers say they find it uncomplicated and appreciate automation features such as macros that speed up routine tasks. Reviewers also like features such as the document management function for tracking case files. The ability to customize forms to individual needs is highly praised as well.

Summary

  • Starting Price
    • FIRMS WITH 1-5 Users (Single Login): Starts at $265
    • FIRMS WITH 1-5 Users (Multiple Logins): Starts at $385
    • Firms with more than 6 Users: Custom Quote
  • Free Trial/Demo
    Free Trial
    Free Demo
  • Deployment
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
The Plaintiff Logo
The Plaintiff
The Plaintiff is software designed specifically for plaintiff attorneys. Easily customizable, this software is available on a per-module basis to allow you to create a business model that meets your needs.

Popular modules for business owners include case management, document manager, accrual accounting, and time and billing. Technical support is also available in a variety of formats to give you world-class assistance and training when necessary.

Pros & Cons

Pros

  • Case management and accounting functions
  • Automated settlement processes
  • User-friendly dashboard

Cons

  • No cloud options
  • Primarily intended for plaintiff lawyers

What Customers Are Saying

Users like the software, describing it as uncomplicated to use and particularly well suited for plaintiff lawyers. Data entry is simple, and keeping tabs on client information and notes is effortless. Reviewers also say the software's dashboard is useful.

Summary

The Plaintiff Logo
The Plaintiff
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Does Not Offer a Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    No
  • Check Writing
    Yes
  • Tax Management
    No
TimeSolv Legal Billing Logo
TimeSolv Legal Billing
Providing positive results for business challenges, TimeSolv is an industry leader created to get your business moving forward by providing a variety of features applicable to a wide range of business professionals.

Features like activity tracking and fee calculation let you offer more accurate estimates and on-point budgets. Feel secure with a reporting system that offers 31 different reports available in 10 formats to ensure you're seeing the entirety of your business.

Pros & Cons

Pros

  • Good trust account management features
  • Cloud-based and accessible by mobile and computer
  • Strong customer service

Cons

  • Limited invoice printing options
  • Reports must be downloaded, can't be viewed online

What Customers Are Saying

Customer reviews for TimeSolv Legal Billing frame the software as efficient, flexible, and economical. Customers say they find the legal billing software easy to use, especially regarding timekeeping and billing functions. TimeSolv's customer service and support are also very good, according to reports.

Summary

TimeSolv Legal Billing Logo
TimeSolv Legal Billing
  • Starting Price
    • 1-4 users: $39.95/month
    • 5-14 users: $34.95/month
    • 15+: $29.95/month
  • Free Trial/Demo
    30-Day Free Trial
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    No
  • Activity Tracking
    Yes
  • Check Writing
    No
  • Tax Management
    No
Trust Accountant Logo
Trust Accountant
Trust Accountant is versatile trust accounting software that's extensive yet easy to use. With a full complement of features including customizable court, customer, management, and regulator reports, this SaaS provider is completely cloud-based with nothing to install, upgrade, or maintain.

The software boasts a diverse set of features to aid an organization with its trust accounting needs. The company also offers an expert team with business-hour availability to help you with any inquiries or issues.

Pros & Cons

Pros

  • Trust accounting and fiduciary services
  • Cloud-based SaaS solution with mobile access
  • Time and activity tracking

Cons

  • Data entry is a little cumbersome
  • Some features are a bit clunky

What Customers Are Saying

Customer reviews posted on the Delta Data website are positive, especially with regard to Trust Accountant's ease of setup and use. These comments are reflected by outside reviews, in which clients say they feel the platform is excellent and its customization ability is strong. Reviewers also say the trust accounting features are particularly good for small firms.

Summary

Trust Accountant Logo
Trust Accountant
  • Starting Price
    • $100/month
  • Free Trial/Demo
    Free Trial & Demo
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
TrustBooks Logo
TrustBooks
TrustBooks is software designed to manage activity tracking and compliance management throughout your law firm. Information is tracked at the client level, so you always have up-to-date information on a client's file.

Additionally, all accounting activity is easily documented through a series of practical and straightforward workflows, preventing users from feeling overwhelmed by large workloads. Lastly, integration with apps such as LawPay and Clio makes receiving client payments quick and hassle-free.

Pros & Cons

Pros

  • Three-way trust account reconciliation
  • Compliant with state bar trust rules and regulations
  • Excellent support

Cons

  • Batch entry capabilities could be improved
  • License is per user, not per concurrent user

What Customers Are Saying

TrustBooks users express a high degree of satisfaction with the software, with most concerns aimed at fairly minor features. Several users said that since implementing TrustBooks, they can fully comply with state bar requirements. Most reviewers said the software was easy to use, the setup was straightforward, and the process was logical.

Summary

TrustBooks Logo
TrustBooks
  • Starting Price
    • DIY: $49/month
    • Team: $149/month
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    No
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    No
Zoho Books Logo
Zoho Books
Zoho Books was designed for nonprofit organizations and offers a full complement of features. This web- and cloud-based software allows you to organize your projects with ease. You'll have no difficulty managing activities, tracking expenses, and generating reports for projects due to its usability.

Integration with partners such as PayPal, Stripe, Square, and Worldpay allows you to accept donations from around the world in any denomination. Additionally, the software offers customizable pages, giving organizations the flexibility to configure them based on their specific needs.

Pros & Cons

Pros

  • Many useful accounting features
  • Cloud-based SaaS with mobile access
  • Good external software integrations

Cons

  • General accounting software
  • Needs specific configuration for trust accounts

What Customers Are Saying

Zoho Books customer reviews are positive. Most customers say they use it for general accounting purposes rather than for trust accounting, although these features are present. Legal firm reviewers report that Zoho does most of what they need, although a few mention its inability to handle specific aspects of legal work such as contingency fee tracking.

Summary

Zoho Books Logo
Zoho Books
  • Starting Price
    • Basic: $9/month/organization
    • Standard: $19/month/organization
    • Professional:
    • $29/month/organization
  • Free Trial/Demo
    14-Day Free Trial
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes
Zola Suite Logo
Zola Suite
Zola Suite allows you to consolidate and organize your business needs from a single easy-to-use platform. The software streamlines the workflow process and supports a variety of mobile devices and platforms.

Users can work straight from the software's dashboard, where client information is central and easily accessible. Supported integrations include Microsoft 365, NetDocuments, LawPay, and QuickBooks Online.

Pros & Cons

Pros

  • Combines case management and accounting features
  • Cloud-based offering with web-based access
  • Transition support from the Zola team

Cons

  • Some features are only available with Enterprise versions
  • Several minor UI glitches

What Customers Are Saying

Independent customer reviews are positive, with many liking the smooth integration between case management and accounting features. Reviewers particularly praise the software's timekeeping, file access, and remote access capabilities. User satisfaction is high, with many reviews saying that Zola Suite provides all the legal and trust accounting features they need.

Summary

Zola Suite Logo
Zola Suite
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    10-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Accural Accounting
    Yes
  • Activity Tracking
    Yes
  • Check Writing
    Yes
  • Tax Management
    Yes

How We Chose The Best Trust Accounting Software

For a product to be considered the best, it needs to provide consistent and positive experiences that result in benefits of some sort. Software is one product where users desire such a consistently beneficial experience.  

Today, many software companies promote numerous features and benefits to indicate they should be considered the best. Users want to benefit from features such as efficiency and enhanced analysis to ensure maximum profitability.

Below is a list of software companies that were evaluated on criteria such as features, integration options, and report delivery.

Features 

Software should display features such as reliability, usability, and efficiency to provide the best user experience. Concerning trust accounting software, such features allow for quicker processing and more convenient operations within an organization. 

Integrations

Business processes are easier to operate when different software subsystems are available to connect and collaborate across different platforms. Integrations make work easier by connecting data from different sources to perform and complete different tasks in an efficient manner. 

Reports

Generating reports allows different data sets to be analyzed within a business to create a framework of business practices and determine if those practices are optimal for success. 

When software can provide reports on a large amount of data, a business owner has a much more concise picture of how their business is performing.