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
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 -
3
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 -
4
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 -
5
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 -
6
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 -
7
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 -
8
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 -
9
Resly
Resly Solutions
Combining the latest technology and simplified trust accounting, wrapped up in a beautiful and easy to use software system. Live trust account bank feeds. Direct trust account bank feeds from over 30 Australian banks makes reconciliation a breeze. One-click end of month. End of month headaches are a thing of the past, our process is simple, fast and painless. Secure cloud storage. Access your reports and statements anytime, anywhere, utilizing our secure cloud storage feature. No need to back-up your computer. We’ve got your back, even if it means working weekends. Get support when you need it, with Resly you will have access to support like no other. Use our self-help guides, live chat facility or jump on the phone, 7 days a week. All in one solution. Resly Connect provides a seamless channel manager connection feeding through to over 100 websites and suppliers, including all the big names like booking.com, Agoda, Expedia and Airbnb.Starting Price: $30 per month -
10
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 -
11
MYOB
MYOB
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.Starting Price: $11/month -
12
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. -
13
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 -
14
Troika Accounting
thewealthworks
Powerful trust accounting software capable of managing the accounts for trusts, estates, deputyships, companies, partnerships, foundations, funds and other entities. Trust accounts production with full fund accounting records and straightforward sub-fund accounting. Automated processes to save time managing repeating transactions, dividends and price file imports. Configurable tax functions for CGT, VAT and Income along with standard exports for easy completion of the SA900. Integrated functionality for probate, estate administration and Court of Protection to manage all your private clients. Full foreign currency accounting as standard with automatic recalculation of all ledgers and balances. Multi-company, multi-funded, multi-currency and multi-manager functionality. -
15
TotalTrust
Exhibit One Software
TotalTrust is an accounting software system for attorneys, accountants, fiduciaries, and others who serve estate, trust, and guardianship clients. It produces fiduciary reports in a visual way with a logical and common sense approach. With its simple, intuitive design, and moderate price, TotalTrust is a great choice for any practitioner, big or small. Download now and use TotalTrust for 30 days without commitment. Start generating reports today, no obligations, no forms to complete. TotalTrust is an uncomplicated, comprehensive accounting system for Windows that allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Our standard system that provides reporting for National Fiduciary Accounting Standards, Charges and Credits, State of Florida, Capital Gains/Losses and more. TotalTrust offers greater flexibility in reporting. Define your report in the custom reports feature. Save report templates for continuing use.Starting Price: $349 one-time payment -
16
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. -
17
InnoTrust
Innovest Systems
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. -
18
Dingosoft Trust Accounting
Dingosoft
Dingosoft Trust Accounting is the only mainstream ERP trust accounting solution on the market. Developed with the Sage 300 Software Development Kit, it is a true, fully integrated Sage 300 module with all the standard ERP features and functionality. So get rid of all those add-ons and small niche products because now everyone can use a true mainstream ERP accounting system with trust accounting functionality built in. Dingosoft Trust Accounting is a Sage 300 ERP module which meets the needs of Law Firms, Accounting Firms, Real Estate Agencies or any other profession where clients funds are held in escrow and need to be accounted for. Trust Accounting provides a comprehensive multi-user, multi-currency Trust Ledger and handles receipts, payments, transfers and adjustments. Seamless integration with Sage 300 ERP Bank Services enables trust bank account reconciliation including importing of statements for automatic reconciliation. -
19
Thomson Reuters ONESOURCE
Thomson Reuters
Streamline your accounting, tax filing and reporting process to mitigate the risks of audits and penalties with the industry's most powerful portfolio of tax and accounting software for corporations. Thomson Reuters ONESOURCE tax software helps you stay up to date with corporate tax and trade compliance amid regularly changing state, federal and international tax laws and regulations. Boost collaboration with departments and partners and ensure seamless corporate tax and trade compliance, no matter where your company does business. ONESOURCE drives tax compliance and accounting decision-making around the world. Our solutions are: • Easily accessible across multiple locations, so that your team can collaborate and share information quickly across locations • Scalable to grow as your company does, giving you a solution that is with you for the long-term • Built on trusted research and global coverage -
20
FASTER
FASTER Systems
FASTER Systems provides Court Accounting, Estate Tax and Gift Tax Software and Preparation Services to help today’s trust and estate professionals meet their compliance requirements. FASTER ASP Software is our cloud-hosted, fully integrated software for court accounting, estate tax and gift tax return preparation. Designed and developed by industry professionals for industry professionals. FASTER Accounting Services provides court accounting preparation services and estate tax preparation services to law firms, accounting firms, trust companies and banks on a fee for service basis. FASTER Accounting Services provides the personnel and expertise to minimize the time and resources spent complying with local court rules. Using our state-of-the-art accounting system, FASTER, accountings are prepared in a timely manner with little effort on your part. You provide copies of the transaction history and other requested documents and FASTER Accounting Services takes care of the rest. -
21
MAUI
Infovisa
Our full suite of products and services all starts with MAUI®. The engine of our trust accounting platform, MAUI was designed to make trust professionals’ jobs easier. With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs. We built the most advanced trust accounting application from the ground up. And we keep building. Using constant feedback from users, we’ve created modules that can be added onto the MAUI platform, giving you a robust, scalable, customized solution that helps you take care of your customers. The Infovisa Client Portal is our online portal for you and your clients. Your customers can customize dashboards and view reports to get the information they need in a way that makes sense to them. Customers can also download statements, reducing printing and mailing expenses. -
22
Ramco ERP
Ramco Systems
Digitization of businesses is a reality. In a world where robots are gearing to enter the front-office, enterprises need to think radically to survive. Focusing on ERP as a tool to improve operations will no longer suffice. It is here that Born-in-cloud enterprise solutions are redefining the digital backbone of organizations who are keen to innovate and succeed in an volatile, uncertain and complex market. Built on Ramco VirtualWorks®, the most advanced and revolutionary enterprise application assembly and delivery platform, Ramco ERP on Cloud enables you to get a 360-degree view of your business, anytime, from anywhere by putting all your business functions on to one single platform on the Cloud and automating and integrating them, end-to-end. With this unified view of business, you can drive innovation across the value chain, improve efficiency, and reduce costs and time to market. What’s more, the entire suite of product is accessible over the Internet.
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