Legal trust accounting software your practice can rely on

You have a fiduciary responsibility to manage client funds accurately — and our trust accounting software is designed for lawyers to help you do just that. With daily reconciliation reports, trust accounting history, and operating history, you can gain real-time financial insights right at your fingertips. Stay on top of your trust accounting and ensure that your clients’ funds are properly managed with PracticePanther.

trust accounting dashboard

Industry-standard trust accounting compliance — always. 

Ensuring compliance in legal trust accounting can be a daunting task, but our software is here to help. With a focus on empowering law firms, our software is designed to streamline essential accounting functions and keep trust accounts in compliance with IOLTA, ABA, and all 50 state bar regulations. Whether you’re worried about compliance or simply looking to manage your trust accounts more efficiently, let us help you navigate the complexities of trust accounting with confidence.

No-third parties — perform three-way reconciliations in PracticePanther

With our trust accounting software, you can take control of your trust accounting tasks and stay on track with daily three-way reconciliation. PracticePanther makes it easy to quickly and accurately identify mismatched numbers and gain a holistic view of your trust accounts, so you can confidently manage your trust accounts without worrying about potential compliance issues. With just a few clicks, you can sit back and relax while our software does the work for you.

Effortlessly monitor your trust account balances

Whether you’re looking to optimize your financial management, streamline your accounting processes, or simply stay on top of client retainer balances, our legal accounting software is here to help. Our trust software helps to ensure all trust account management is by the books. Need alerts when your trust account balances are low? We’ve got you covered.

billing trust accounting software

Data-Driven insights to track the status of your trust accounts

Our legal accounting software is designed to help your firm easily track and analyze its financial performance. With the custom reporting feature, you can instantly access detailed information from your trust or operating accounts, allowing you to make more informed business decisions. With our QuickBooks integration, you can easily sync payments and invoices to PracticePanther’s user-friendly platform, making it easy to access the information you need in one place

Frequently Asked Questions

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Will trust accounting software help me meet IOLTA requirements?

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What data does PracticePanther sync with TrustBooks?

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PracticePanther Integrations