---
description: Compare the best Trust Accounting Software solutions in New Zealand. Capterra offers software reviews, prices, and features helping you find software for your business needs.
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title: Trust Accounting Software - Prices & Reviews - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Trust Accounting Software](https://www.capterra.co.nz/directory/30238/trust-accounting/software)

# Trust Accounting Software

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> Trust Accounting software allows administrators to manage trusts, estates and investment portfolios.

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## Products

1. [Clio](https://www.capterra.co.nz/software/105428/clio) — 4.7/5 (1691 reviews) — Ranked \#1, Clio is the leading trust accounting solution with the most 5-star reviews. Schedule a live demo to learn more.
2. [WealthSphere](https://www.capterra.co.nz/software/1065315/wealthsphere) (0 reviews) — WealthSphere SaaS; modular CRM, entity administration, document management, and financials for trust \& corporate service providers.
3. [QuickBooks Online](https://www.capterra.co.nz/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) — QuickBooks simplifies trust accounting by managing client funds, tracking expenses \& ensuring compliance. .
4. [Xero](https://www.capterra.co.nz/software/169561/xero) — 4.4/5 (3273 reviews) — Xero is an online accounting software solution for small businesses, sole traders, and accountants in any industry.
5. [8am MyCase](https://www.capterra.co.nz/software/115613/mycase) — 4.6/5 (784 reviews) — 8am MyCase is a complete legal software solution: track time, automate billing and invoicing \& accept online payments all in one place.
6. [BQE CORE Suite](https://www.capterra.co.nz/software/141096/bqe-software) — 4.5/5 (783 reviews) — BQE CORE transforms the way Professional Service firms manage performance, people, project lifecycles, workflows, forecasts \& budgets.
7. [Zoho Books](https://www.capterra.co.nz/software/134507/zoho-books) — 4.4/5 (672 reviews) — Online accounting solution that assists businesses with quoting, invoicing, billing, document management, inventory \& other processes.
8. [TimeSolv Legal Billing](https://www.capterra.co.nz/software/76729/timesolv-legal-billing) — 4.7/5 (647 reviews) — We are the \#1 web-based time billing, invoicing and project management software for law firms. Find out why with our 30-day free trial.
9. [Sage Intacct](https://www.capterra.co.nz/software/76/intacct) — 4.3/5 (608 reviews) — Sage Intacct is a cloud-native growth accounting solution designed to effortlessly provide you with strategic insights enabling you to scale your business.
10. [LEAP](https://www.capterra.co.nz/software/147413/leap) — 4.2/5 (529 reviews) — LEAP is trust accounting software designed for solo \& small law firms to help easily manage client trust accounts.
11. [PracticePanther Legal Software](https://www.capterra.co.nz/software/140231/practicepanther-legal-software) — 4.7/5 (523 reviews) — PracticePanther is the highest-rated legal trust accounting software built for solo, small, \& mid-sized law firms in any practice area
12. [AbacusLaw](https://www.capterra.co.nz/software/18374/abacuslaw) — 3.9/5 (371 reviews) — Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations.
13. [Smokeball](https://www.capterra.co.nz/software/133656/smokeball) — 4.8/5 (356 reviews) — Cloud-based legal practice management tool that helps businesses manage trust accounting, document automation, intake forms, and more.
14. [CosmoLex](https://www.capterra.co.nz/software/18931/cosmolex) — 4.6/5 (340 reviews) — CosmoLex is a cloud-based practice management, billing, and accounting system for law firms of all sizes.
15. [Bill4Time](https://www.capterra.co.nz/software/114603/bill4time) — 4.8/5 (205 reviews) — Bill4Time is a billing and invoicing software that helps businesses streamline time tracking, invoicing, and project management.
16. [Rocket Matter](https://www.capterra.co.nz/software/82112/rocket-matter) — 4.4/5 (204 reviews) — Rocket Matter gives busy lawyers one single source of truth that empowers them to grow their firms and increase their profitability.
17. [Tabs3](https://www.capterra.co.nz/software/2589/tabs3-billing) — 4.6/5 (189 reviews) — Tabs3 Software is a reliable, easy-to-use, seamlessly integrated suite of products for legal professionals.
18. [CARET Legal](https://www.capterra.co.nz/software/144573/CARET-Legal) — 4.5/5 (155 reviews) — CARET Legal's trust accounting software includes bulk trust fund application, accurate bookkeeping with 3-way reconciliation, and more.
19. [MYOB Business](https://www.capterra.co.nz/software/183867/myob-business) — 3.9/5 (148 reviews) — Small Business cloud based accounting software to automate payroll, client management, tax and all your accounting needs.
20. [Actionstep](https://www.capterra.co.nz/software/139923/actionstep) — 4.2/5 (135 reviews) — Compliant trust and client accounting—manage retainers, safeguard client funds, and stay audit-ready with ease.
21. [Amberlo](https://www.capterra.co.nz/software/162674/amberlo) — 4.7/5 (110 reviews) — Trust accounting for law firms to track balances, manage transfers, and avoid costly mistakes.
22. [TrustBooks](https://www.capterra.co.nz/software/145679/trustbooks) — 5.0/5 (107 reviews) — Cloud based software designed specifically for attorneys to help you easily manage all your law firm's accounting needs.
23. [Actionstep Legal Accounting](https://www.capterra.co.nz/software/187835/soluno) — 4.5/5 (104 reviews) — Actionstep Legal Accounting is a specialized accounting, billing, trust, and time tracking platform designed for midsize law firms.
24. [CaseFox](https://www.capterra.co.nz/software/121682/casefox) — 4.5/5 (96 reviews) — CaseFox Legal Trust Accounting: IOLTA-compliant tracking \& reconciliation for law firms \& lawyers. Manage client funds with confidence.
25. [LeanLaw](https://www.capterra.co.nz/software/157188/leanlaw) — 4.7/5 (92 reviews) — LeanLaw is a cloud-based legal billing software that helps law firms streamline trust accounting, invoicing, reporting, and more.

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## Related Categories

- [Legal Billing Software](https://www.capterra.co.nz/directory/20039/legal-billing/software)
- [Law Practice Management Software](https://www.capterra.co.nz/directory/20038/law-practice-management/software)
- [Time and Expense Software](https://www.capterra.co.nz/directory/30080/time-and-expense/software)
- [Accounting Software](https://www.capterra.co.nz/directory/1/accounting/software)
- [Legal Document Management Software](https://www.capterra.co.nz/directory/10049/legal-document-management/software)

## Links

- [View on Capterra](https://www.capterra.co.nz/directory/30238/trust-accounting/software)
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Confidently manage your trust accounts with reports like Three-Way Reconciliation. \n\nTrust Accounting is part of the Tabs3 Financials suite, integrated with Tabs3 Billing and Tabs3Pay in Tabs3 Cloud. \n\nYou can also use Tabs3 Financials together with Tabs3 Billing and PracticeMaster by purchasing an OnSite or hosted solution for complete firm management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9d2ba834-8501-4418-a03b-c480785bfb4d.png","url":"https://www.capterra.co.nz/software/2589/tabs3-billing","@type":"ListItem"},{"name":"CARET Legal","position":18,"description":"CARET Legal's trust accounting software simplifies trust account reporting. With our platform, you can ensure accurate bookkeeping through 3-way reconciliation reporting, batch application of trust funds, and improved visibility into matter-based ledger balances for risk management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e674d72b-d73f-4e4d-a6c6-4861427dac86.webp","url":"https://www.capterra.co.nz/software/144573/CARET-Legal","@type":"ListItem"},{"name":"MYOB Business","position":19,"description":"MYOB Business is the fast and easy way to manage your cash flow and IR compliance requirements. Includes time saving features to help take care of the day-to-day bookwork. Say goodbye to cashflow headaches with a clear picture of what’s coming in and what’s going out. Automatically track and manage bills and expenses. Take care of payroll in 3 easy steps.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c3bbbd22-f59e-4c96-adf4-1024b60c2ea1.png","url":"https://www.capterra.co.nz/software/183867/myob-business","@type":"ListItem"},{"name":"Actionstep","position":20,"description":"Actionstep provides complete trust accounting and client accounting capabilities tailored to the needs of midsize law firms worldwide. Easily manage retainers, client funds, and trust accounts while maintaining compliance with local bar rules and accounting standards. Safeguards prevent overdrafts, commingling, or misallocation of funds. Built-in reporting and reconciliation ensure transparency for both regulators and clients. For firms outside North America, Actionstep’s client accounting features offer the same protections and oversight, ensuring funds are tracked and reported accurately. By integrating trust/client accounting with billing and case management, Actionstep delivers a single source of truth for financial integrity across the firm.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/cbb1de50-7ee7-4101-8e0f-b12935a43fa2.jpeg","url":"https://www.capterra.co.nz/software/139923/actionstep","@type":"ListItem"},{"name":"Amberlo","position":21,"description":"Trust Accounting Built for Law Firms\n\nAmberlo makes it easy to manage trust and operating accounts with clarity and confidence. Keep a clear overview of trust balances for every client and matter, and see exactly where funds stand at any moment.\n\nTrack all trust and operating account transactions in one place, including deposits, transfers, and disbursements. Every transaction is linked to the right client and matter, giving you full visibility and a clean audit trail when you need it.\n\nMove funds between trust and operating accounts when invoices are issued, avoid manual re-checking, and reduce the risk of errors. With a simple dashboard and real-time balances, Amberlo helps you stay compliant, organised, and in control of client funds.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21c39cbd-0bae-43aa-83f6-9aadebe4054c.png","url":"https://www.capterra.co.nz/software/162674/amberlo","@type":"ListItem"},{"name":"TrustBooks","position":22,"description":"Legal accounting software for law firms. \n\n* Easy to use and built exclusively for law firms\n* Track all activity at the client level\n* Stay compliant with simple trust accounting","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c842fb2e-b9b5-4afa-8180-58c634b03781.png","url":"https://www.capterra.co.nz/software/145679/trustbooks","@type":"ListItem"},{"name":"Actionstep Legal Accounting","position":23,"description":"Actionstep Legal Accounting is a fully-equipped, intuitive accounting, billing, and time tracking platform designed to help midsize law firms achieve back office excellence. \n\n~~ Best-in-Class Trust ~~\nLegal Accounting is fully trust compliant and designed for easy trust accounting. Streamline trust transfers, prevent overdrawing funds, customize trust configurations, and more.\n\n~~ Get More Done, Fast ~~\nAccess your books from anywhere and streamline your bookkeeping so you can keep business moving without paying the price for on-premise servers.\n\n~~ A Platform that Grows With You ~~\nEasily add users, customize invoices, tailor user security profiles, and add powerful integrations so you can configure the perfect processes for your firm.\n\n~~ A Trusted Partner For Your Practice ~~\nWith optimized matter-history data conversions, you can switch to Legal Accounting seamlessly. Plus, get accessible training and support from a team with in-depth product and industry experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6b28a055-beb5-49c3-ae71-1af74f66bd29.jpeg","url":"https://www.capterra.co.nz/software/187835/soluno","@type":"ListItem"},{"name":"CaseFox","position":24,"description":"CaseFox Legal Trust Accounting simplifies accounting for law firms of all sizes with IOLTA-compliant trust account management. Our specialized tools help attorneys /lawyers accurately track client funds, reconcile trust accounts, and maintain flawless compliance with state bar regulations. Designed specifically for law firm accounting needs, the system automatically separates earned and unearned fees, generates detailed transaction reports, and creates audit-ready records. With real-time balance tracking, automated three-way reconciliation, and built-in safeguards against overdrafts, CaseFox ensures your trust accounts remain perfectly balanced. Legal professionals can easily manage retainers, process client payments, and generate compliant financial statements—all within a secure, legal accounting environment that integrates seamlessly with your firm's billing and case management workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/63d49582-9ba9-44c1-8d00-16d13b0a331f.png","url":"https://www.capterra.co.nz/software/121682/casefox","@type":"ListItem"},{"name":"LeanLaw","position":25,"description":"LeanLaw is a cloud-based legal billing software designed to streamline financial operations for law firms. The platform supports various billing structures and helps automate the billing lifecycle from time entry to payment collection. Its \"Lean Insights\" feature provides real-time financial intelligence, enabling firms to track performance and generate detailed reports. Compensation tracking simplifies attorney and staff management, while the modular design allows firms to integrate existing applications for a customized technology ecosystem. The solution offers data migration assistance, ongoing technical support, and security measures to protect sensitive information. Additionally, its e-payment option, powered by Confido Legal, delivers modern payment solutions for clients while ensuring data integrity throughout the billing process.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1703459b-d4fe-4288-9045-f64d9f404a16.png","url":"https://www.capterra.co.nz/software/157188/leanlaw","@type":"ListItem"}],"@id":"https://www.capterra.co.nz/directory/30238/trust-accounting/software#itemlist","numberOfItems":25}
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