Best Trust Accounting Software in the UK
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Compare the Top Trust Accounting Software in the UK as of November 2025
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What is Trust Accounting Software in the UK?
Trust accounting software is software to manage the financial accounts of trusts, ensuring compliance with legal and fiduciary requirements. It helps legal professionals, accountants, and trustees maintain accurate records of trust funds, including income, expenses, distributions, and balances. The software typically includes features for tracking client funds, generating detailed reports, and reconciling accounts to ensure that all transactions are transparent and correctly recorded. By automating these processes, trust accounting software reduces the risk of errors, simplifies audits, and ensures that fiduciaries meet their obligations to beneficiaries. This software is essential for maintaining the integrity and accountability of trust management. Compare and read user reviews of the best Trust Accounting software in the UK currently available using the table below. This list is updated regularly.
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1
Xero
Xero
Xero makes managing trusts simple and efficient. With Xero's cloud-based accounting software, you can easily handle trust accounting, track distributions, and prepare accurate reports. It helps ensure compliance with tax regulations, while also providing a clear overview of trust finances. Xero’s user-friendly tools and seamless integration with your financial data make managing trusts a hassle-free experience, saving you time and reducing complexity.Starting Price: $20/month -
2
Clio
Themis Solutions
Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.Starting Price: $39.00/month/user -
3
eimmigration by Cerenade
Cerenade
eimmigration is case management software built to help law practices and non-profits simplify immigration casework. Legal professionals use it to save time, advance cases faster, streamline immigration forms, improve client communications, and grow their practices. eimmigration is backed by Cerenade, a leader in legal software development, and informed by 30+ years of client feedback. This all-in-one system includes tools to manage your cases, forms, clients, and practice from one place.Starting Price: $55 per user per month -
4
Zoho Books
Zoho
Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.Starting Price: $10.00/month -
5
Actionstep
Actionstep Software
Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.Starting Price: $49/month/user -
6
TrustBooks
TrustBooks
Easy to follow workflows built for law firms so you know exactly what to do. Integrations with the leading software in legal technology to save you time and resources in running your law firm. Software designed specifically for attorneys to help you easily manage all your law firm’s accounting needs. Avoid duplicate data entry with online banking and legal software integrations. Effortlessly move funds from trust account to operating account. Automatic Three-Way Reconciliations to maintain state bar compliance for your trust account. Automatically maintains client ledgers when recording activity to your trust account. Built-in controls (like never bringing a client balance into the negative) to keep you compliant with your state bar. Three-Way Trust Reconciliations that are automatically generated with each reconciliation.Starting Price: $49 per month -
7
LEX247
LEX247
LEX247 is a modern cloudbased legal practice management platform for lawfirms of any size and practice. LEX247 delivers a very easy to use interface with the power, security and features of an enterprise practice management platform globally to lawfirms of all sizes LEX247 - just add a lawyer!Starting Price: $49.00/month/user -
8
AbacusLaw
Abacus Data Systems
AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.Starting Price: $87.00/month/user -
9
TimeSolv
ProfitSolv
Track time effortlessly and bill accurately with TimeSolv, a web-based time tracking and billing software for legal professionals. TimeSolv is an easy to use and intuitive platform that offers a wide range of features to help legal professionals improve their efficiency and profits. These include time tracking, document management, invoicing, reporting, expense tracking, and project management tools.Starting Price: $32.00/month/user -
10
HoudiniESQ
LOGICBit
HoudiniEsq is an advanced, browser-based law practice management for today's modern law firms. Available in the cloud or on premise, HoudiniEsq offers a robust feature set that enables law firms to streamline workflows, capture and classify all types of documents, automate billing, task scheduling, and group calendaring, and more. The platform also integrates with solutions such as LawPay, Microsoft Office, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect, and Google Suite.Starting Price: $0 -
11
PracticePanther Law Practice Software
PracticePanther Legal Software
Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.Starting Price: $49.00/month/user -
12
AdvantageLaw
Advantage Law Software
AdvantageLaw is the affordable, one-stop source for your law firm's business needs. AdvantageLaw has been a leader in innovative solutions for law firms, as well as corporate and government law departments since 1981. Founded in California by Silicon Valley software developers, and originating with our ABA-approved legal software system, we have continually upgraded the capabilities of our legal software products and have served hundreds of satisfied customers. We continue to proudly serve hundreds of law firms throughout the country. We love what we do and are happy to say that many of our customers have been using AdvantageLaw for more than two decades! Check out our affordable prices and read testimonials from many satisfied customers. I would recommend this product for any law office. I think it would work well for any service business that is looking for an all-in-one product.Starting Price: $490 one-time payment -
13
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
14
CosmoLex
ProfitSolv
CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.Starting Price: $109/month/user -
15
BHL Insight
BHL Software
BHL Software develops, installs and supports an integrated legal practice management software system on a single relational database which operates on your desktop, mobile, tablet and via the web. -
16
ESILAW 360
ESI Software
Part of the suite of software solutions by Dye & Durham, ESILAW is a trusted solution used by thousands of law firms across Canada for their accounting, billing and practice management needs. Dye & Durham is Canada’s leading legal technology provider, building and integrating solutions to maximize law firm efficiency. ESILAW complements a variety of our solutions, to ensure every dollar is accounted for, quickly and accurately. Our software provides the key features law firms need to run their businesses efficiently. From time and disbursement entry to trust accounting and cost recovery, ESILAW is the ideal solution to maximize productivity and profitability in your law firm. No need to worry about data integrity with automated daily backups, disaster recovery, and top-of-the-line security measures in a Canadian data center. Scalable software, due to cloud-based technology. Do not need any IT, or special support personnel to operate.Starting Price: $69 per month -
17
AccountAbly
AccountAbly
AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
18
LawMaster
LawMaster
Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you. -
19
Brief Accounting
Brief Legal Software
Brief Accounting has been the goto legal Mac billing solution for over 25 years. Brief Legal Software has established a reputation for providing excellent software solutions combined with outstanding technical support. Whether you are a solo practitioner, a large firm, or somewhere in between, Brief Accounting is the billing and accounting solution that will work for you. Brief Accounting is composed of Billing, Trust Accounting and Office Accounting, which are distinct yet fully integrated with one another to eliminate duplicate entry and reduce errors. Though Billing, Trust and Office Accounting are tightly integrated, they can be purchased separately, so you only need to purchase the modules that you require. Brief Billing handles everything from slip entry to running prebills, editing slips, finalizing invoices and tracking your accounts receivable. -
20
Aderant Expert Sierra
Aderant
Expert Sierra is the most comprehensive, cloud-based, legal practice management solution 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. Provide your firm with our best-in-class solutions for financial, case and matter management, time and expense capture, and more, securely from anywhere at any time. -
21
Nota
Nota
Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer. -
22
The Plaintiff
Data Development
Data Development has been providing this software and world class support to plaintiff attorneys for more than 25 years. The software is available in modules so you only buy what you need. -
23
LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user
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