Best Trust Accounting Software in the UK

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.

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.

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.

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!

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.

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.

MYOB Business is a comprehensive cloud-based accounting and business management software designed to streamline financial and operational processes for small to medium-sized enterprises (SMEs). It offers a wide range of features, including invoicing, expense tracking, payroll management, inventory control, and tax compliance. With real-time financial reporting and user-friendly dashboards, MYOB Business provides valuable insights to help business owners make informed decisions. The platform supports seamless integrations with banking systems, payment gateways, and other business tools, enabling automation and reducing manual tasks. MYOB Business is known for its scalability, catering to growing businesses by offering flexible pricing plans and customizable features to meet diverse industry needs.

With the Cheetah Wealth Management Platform, every tool you need to manage wealth is at your fingertips in one place. We believe that’s the easiest way for you to work, and we like to think that’s why over 250 clients love us. The vision behind Cheetah Wealth Management is to rethink how a trust accounting system can leverage current technologies and provide intuitive and efficient mobile solution for the Wealth Management Industry. We built Cheetah from the ground-up utilizing modern technology to deliver a scalable, flexible, and extensible Wealth Management solution. Accutech Data Exchange (ADEX) delivers timely and accurate asset pricing and market analytics directly to Cheetah Wealth Management. We think your data shouldn’t be locked away. The Cheetah API processes information requests and returns data to the requesting system. It can also process requests to store new incoming data or update existing data in the Cheetah database.

PayProp is an automated transactional platform for real estate agents that is both easier to use and more powerful than existing solutions offered by banks and traditional software vendors. We hit upon the idea of PayProp in 2004 when confronted with the complexity, fragmentation and lack of trust surrounding payments in the residential rental market. Building on GivenGain’s processing platform, we delivered a solution that automatically and securely collects payments from tenants and seamlessly pays all property owners, third parties and agents’ commissions – directly into their bank accounts. PayProp eliminates inefficiencies in back-office operations, lowers administrative costs per transaction and applies leading technologies to automate entire process cycles. PayProp’s advanced technology enables property managers to collect and make fully reconciled payments.

Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for and report on assets held in trust, wealth, and retirement accounts. We are web services/API enabled, allowing seamless third-party software and internal program compatibility, topped with easy access to customer data through the user-friendly navigation. We provide a full suite of portfolio management tools including rebalancing, trade blotters, trade order management, and integrated performance reporting. Full principal, income, and tax lot accounting services, along with cost basis tracking and a Tax Reporting functionality that includes system-generated 1099s, 5498s, and tax worksheets. Includes exception tracking, configurable questions and answers, and follow-up tickler tracking.

Advanced Accounting, Automated. An accounting platform that helps professional accountants automate mundane tasks to focus on what really matters: customers. Eleven supports multi-currency and multi-company and is highly scalable with capability to process high transaction. Eleven allows your accountants to manage at least twice more clients. We deliver this benefit through several key features. Eleven enables firms and clients to have real time collaboration, allowing immediate response to questions and exchange of data and documents with speed and efficiency. Eleven eliminates repetitive and manual task with the automation of creating transactions from documents so you can focus on controlling the transactions and delivering high value tasks. Documents can be uploaded in batch to have data extracted and automatically sorted by journals and fiscal year. Even with manual transactions, there are templates for journal and analytical entries that allow you to save precious time.

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.