Top 27 Trust Accounting Software Providers

5 min read

Get started

Trusted by data-driven investors

Explore the top 27 trust accounting software providers revolutionizing financial management for bankers and investment professionals in the United States. Highlights include XRealtychainCPA's expertise in fractional CFO services for real estate and Grayson Community Management's advanced cloud-based solutions. From REI Hub's portfolio management software to CAPITAL DIRECTORS' international trust services, these firms provide innovative, geographically relevant solutions crucial for efficient property, asset, and financial management.

RBJ Software, Inc. logo

RBJ Software, Inc.

🇺🇸 Monrovia, US

RBJ Software, Inc. specializes in developing innovative software solutions for the escrow and title settlement services industry, offering a streamlined, paperless workflow that adapts to the evolving needs of professionals in the field. Established in 1984, it is dedicated to enhancing efficiency and speed in real estate transactions.

escrow
title
settlement
workflow
paperless
real estate
software
technology
Company size: 11-50
Founded: 1984
Streamline Consulting logo

Streamline Consulting

🇺🇸 NATIONAL , US

Specializing in innovative business and technical consulting for the real estate title insurance sector, this firm offers customized software solutions, training, and comprehensive project management services to enhance operational efficiency and streamline processes nationwide. Their commitment to 24/7 availability and tailored support distinguishes them as client advocates dedicated to helping businesses excel.

business consulting
title insurance
software training
system analysis
project management
document creation
escrow accounting
database maintenance
workflow optimization
system migration
custom reports
implementation services
Company size: 10001+
Founded: 2004
XRealtychainCPA logo

XRealtychainCPA

🇺🇸 1817 Fremont Ave South Pasadena, California 91030, US

Specializing in accounting and tax services for real estate investors and property management, this firm offers tailored solutions for private equity funds, REITs, and various property developers. With a focus on fractional CFO services and expertise in accounting software, it provides innovative financial management for small to midsize businesses in the real estate sector.

accounting
tax
real estate
bookkeeping
property management
private equity
REITs
fractional CFO
consulting
accounting software
land development
real estate investment
Company size: 2-10
Founded: 2009
Settlor logo

Settlor

🇺🇸 Denver, US

Settlor specializes in developing a software platform that enhances the operational efficiency of title insurance companies and agencies by simplifying title, escrow, and accounting processes. With over 30 years of industry experience, it offers an innovative approach to streamline workflows in the real estate sector.

title insurance
escrow
accounting
operational efficiency
workflow management
real estate software
process improvement
Company size: 11-50
Founded: 2021
REI Hub logo

REI Hub

🇺🇸 1717 E Cary St Richmond, Virginia 23223, US

REI Hub offers innovative real estate accounting software tailored for investment property owners, enabling them to efficiently track, understand, and optimize their real estate portfolios.

real estate
accounting
investment tracking
portfolio management
optimization
property management
Company size: 2-10
Founded: 2018
Realtyzam logo

Realtyzam

🇺🇸 11426 Davis Street #1100 Grand Blanc, MI 48480, US

Realtyzam offers specialized accounting and bookkeeping software tailored specifically for real estate agents, streamlining financial management within the real estate industry. Its user-friendly design and focus on the unique needs of real estate professionals set it apart in the market.

real estate
accounting
bookkeeping
software
real estate agents
financial management
Company size: 2-10
Founded: 2014
Rynoh logo

Rynoh

🇺🇸 2809 S. Lynnhaven Rd Suite 140

Rynoh specializes in developing automated reconciliation and financial management software tailored for the title industry, focusing on proactive fraud prevention and escrow account management. Its innovative three-way reconciliation process and robust fraud protection measures significantly enhance operational efficiency and security for financial transactions.

reconciliation
fraud prevention
escrow management
account monitoring
title industry
real estate
account verification
wire fraud
automated reconciliation
financial management
disbursement verification
anomaly detection
Company size: 11-50
Founded: 2007
FileByte, LLC logo

FileByte, LLC

🇺🇸 Los Angeles, US

FileByte offers innovative hardware and software solutions for managing real estate documents, emphasizing speed and security. The focus on effective communication and collaboration sets it apart in the software development industry, particularly for real estate professionals.

real estate
document management
hardware
software
marketing
escrow
legal files
archiving
brokerage
commercial
realtors
Company size: 2-10
Founded: 2018
LanTrax, Inc. logo

LanTrax, Inc.

🇺🇸 1967 Wehrle Dr. Suite 1

LanTrax, Inc. specializes in IT services and consulting, offering innovative lead management and back office accounting software solutions tailored for residential real estate brokers. Their unique Profit Power and LeadTrax platforms enhance process efficiency, accessibility, and profitability, enabling clients to optimize lead generation and track performance effectively.

lead management
accounting software
real estate
software solutions
process efficiency
performance tracking
accessibility
profitability
Company size: 11-50
Founded: 1999
CAPITAL DIRECTORS logo

CAPITAL DIRECTORS

🇺🇸 530-B HARKLE ROAD Suite 100

Specializing in a diverse range of financial services, this firm offers innovative solutions in accounting, payroll, mortgage financing, and real estate management, along with unique offerings in aviation and marine financing. With a focus on international trust services and multi-family office solutions, it positions itself as a loyal financial steward since 1964.

accounting
payroll
surety bonds
mortgages
real estate
trust services
business brokerage
aviation financing
marine financing
precious metals
brand management
healthcare development
Company size: 1001-5000
Founded: 1964
Grayson Community Management logo

Grayson Community Management

🇺🇸 65 Washington St Suite 268

Specializing in residential community management for homeowners associations and condominium projects, this business leverages advanced cloud-based Yardi Genesis software for seamless accounting and property management. Its unique advantage lies in its construction and development experience, setting it apart from competitors focused solely on property management.

community management
property management
HOA management
condominium management
real estate
accounting
cloud software
construction management
development experience
Company size: 11-50
Founded: 2003
The Montilla Group logo

The Montilla Group

🇺🇸 Palm Beach, Florida, US

Specializing in IT services and consulting, The Montilla Group offers tailored financial reporting and automation solutions designed to optimize operations for small and medium enterprises. With a focus on bespoke dashboards, process automation, and comprehensive accounting services, it leverages cutting-edge technology and industry best practices to enhance business efficiency and scalability.

accounting
financial reporting
bookkeeping
automation
business optimization
process management
financial analytics
KPI development
internal audits
software advisory
dashboard development
training
Company size: 2-10
Founded: 2014
Accounting Properties, LLC logo

Accounting Properties, LLC

🇺🇸 Allentown, PA, US

Specializing in real estate accounting, this firm offers innovative financial management solutions tailored for property owners, utilizing existing software to eliminate the need for additional training. Their approach, founded by experienced property accountants, simplifies financial reporting and portfolio management for clients.

real estate
accounting
financial reporting
bank reconciliations
journal entries
budget
cash flow
cloud-based software
Company size: 2-10
Founded: 2015
AMTdirect logo

AMTdirect

🇺🇸 17039 Kenton Drive Suite 200

AMTdirect specializes in cloud-based software solutions for lease accounting, compliance, and administration, catering specifically to the commercial real estate management industry. Its innovative approach simplifies complex lease management processes while ensuring adherence to regulatory standards such as FASB ASC 842 and GASB 87.

lease accounting
lease administration
lease management
compliance
cloud-based
commercial real estate
SaaS
FASB
GASB
IASB
Company size: 51-200
Founded: 1996
Evolusion Accounting, LLC logo

Evolusion Accounting, LLC

🇺🇸 Overland Park, KS 66212, US

Evolusion Accounting, LLC specializes in providing comprehensive accounting services tailored to various industries, including construction, healthcare, and IT. With expertise in accounting software setup and financial management, it offers innovative solutions for payroll, reconciliations, and tax compliance, enabling businesses to achieve sustainable growth.

accounting
payroll
reconciliations
tax
financial cleanup
software setup
customer support
technical support
consulting
property management
industry-specific
Company size: 1
Founded: 2023
TimeValue Software logo

TimeValue Software

🇺🇸 22 Mauchly Irvine, CA 92618, US

TimeValue Software specializes in developing innovative time-saving software solutions focused on financial calculations, task management, and compliance for professionals in accounting, tax, legal, and banking sectors. With over 30 years of industry leadership, it offers user-friendly products backed by expert support and a money-back guarantee, catering to the needs of more than one million users globally.

time value
financial calculations
amortization
interest calculations
penalty calculations
task management
due date tracking
financial software
tax software
loan servicing
productivity tools
technical support
Company size: 11-50
Founded: 1984
4Tier Software, LLC logo

4Tier Software, LLC

🇺🇸 10851 S Crossroads Dr Parker, Colorado 80134, US

4Tier Software specializes in IT services and consulting, focusing on innovative software development and solutions for web and mobile applications. With a commitment to employee empowerment and responsiveness to industry trends, it enhances productivity and profitability in the Title & Escrow and Accounting sectors through customized workflow automation and Microsoft Full Stack development.

IT consulting
web applications
mobile applications
workflow automation
Microsoft development
Title industry
Escrow services
accounting software
Company size: 2-10
Founded: 2017

A leading boutique escrow service in the real estate industry, this firm specializes in facilitating various real estate transactions with a focus on exceptional customer service and professional integrity. Its affiliation with a major financial entity enhances its reliability and trustworthiness in handling client transactions.

escrow
real estate
transaction facilitation
customer service
trust accounting
neutral party
licensed services
collaborative team
Company size: 11-50
Founded: 2003
PDS Companies, Inc logo

PDS Companies, Inc

🇺🇸 Suite 335 Arlington, Texas 76013, US

PDS Companies specializes in managing unique and hard-to-value assets within the financial services industry, offering innovative software solutions and comprehensive consulting services tailored to the complexities of specialty asset operations. With over 30 years of experience, it provides a versatile Trust Asset Management System that integrates technology and expertise to meet the distinct needs of clients dealing with trusts, estates, and fiduciary relationships.

financial services
asset management
property management
real estate
oil and gas
specialty assets
trust management
consulting
accounting
family offices
fiduciary relationships
Company size: 11-50
EOmni Solutions logo

EOmni Solutions

🇺🇸 5800 S Eastern Ave 500

EOmni Solutions offers an integrated platform tailored for real estate professionals, combining accounting, deal management, e-signatures, and e-documents into a seamless solution. Its innovative approach enhances business efficiency by unifying all aspects of real estate operations.

real estate
accounting
client management
property management
deal management
e-signatures
e-documents
brokerage software
CRM software
strata management
H.O.A management
condo management
Company size: 11-50
Rentvine logo

Rentvine

🇺🇸 23190 Fashion Dr. Unit P-215 Estero, florida 33928, US

Rentvine specializes in innovative property management software that enhances customer relationships for property management firms, offering comprehensive solutions such as trust accounting, tenant screening, and rental property marketing.

property management
trust accounting
tenant screening
rental marketing
tenant portal
owner portal
real estate investing
property manager software
real estate investment software
Company size: 51-200
Founded: 2019
EZLease logo

EZLease

🇺🇸 10740 Parkridge Blvd Reston, Virginia 20191, US

EZLease specializes in lease accounting compliance solutions, offering innovative software that simplifies and automates lease data management for ASC 842, GASB 87, and IFRS 16 standards. With a strong focus on customer support and extensive industry expertise, it caters to a diverse range of organizations, ensuring long-term compliance for both lessees and lessors.

lease accounting
compliance
ASC 842
GASB 87
IFRS 16
lease management
data management
reporting
automation
accounting expertise
Company size: 51-200
STASZAK & COMPANY, INC. logo

STASZAK & COMPANY, INC.

🇺🇸 1180 IRON POINT RD STE 160 FOLSOM, California 95630, US

Staszak & Company CPAs is a full-service accounting firm specializing in tax preparation, planning, and business advisory services tailored for small to medium-sized businesses and individual clients. With a unique approach that combines the expertise of a large firm with the personalized service of a smaller practice, it offers a broad range of services, including income tax planning and contract CFO engagements across multiple industries.

accounting
tax
tax preparation
tax planning
business advisory
financial statements
management advisory
CFO
estate planning
trust preparation
small business
medium business
Company size: 11-50
Founded: 2011
Taketa, Iwata, Hara and Associates LLC logo

Taketa, Iwata, Hara and Associates LLC

🇺🇸 101 Aupuni Street, Suite 139 Hilo, HI 96720, US

Specializing in accounting services, this firm offers a comprehensive range of solutions including tax planning, bookkeeping, payroll, and business consulting, with a focus on innovative computer training for accounting software. Their expertise as Professional Advisors for Quickbooks and Quicken sets them apart in the industry.

accounting
CPA
bookkeeping
payroll
tax
consulting
audit
estate
business valuation
computer training
Quickbooks
Quicken
Company size: 11-50
Founded: 1983
Real Estate Shared Services LLC logo

Real Estate Shared Services LLC

🇺🇸 W Wacker Dr Chicago, Illinois 60601, US

An innovative accounting firm specializing in the real estate industry, offering a shared service model that leverages technology and expertise to enhance organizational efficiency without the need for additional staff. Focused on building trust, it provides tailored solutions in construction, consulting, and year-end reporting to support real estate development, ownership, and investment goals.

accounting
real estate
consulting
construction
year end reporting
shared services
financial management
property management
Company size: 2-10
Founded: 2014
ETHOSystems logo

ETHOSystems

🇺🇸 Midwest | Rocky Mountains | Southwest | Headoffice: 550 W. Washington Blvd., Suite 201, Chicago, IL 60661, US

ETHOSystems provides integrated software solutions for the Construction and Real Estate industries, specializing in accounting, project management, estimating, CRM, HR, and payroll. With over 35 years of experience, it focuses on customizing and supporting systems that deliver real-time solutions to long-term challenges, ensuring high integrity and dedicated service.

construction
real estate
accounting
project management
estimating
CRM
HR
payroll
integration
customization
software solutions
Company size: 11-50
AFrameSoftware logo

AFrameSoftware

🇺🇸 Dallas, Tx 75205, US

AFrameSoftware specializes in IT services and consulting, offering innovative transaction and customer relationship management software tailored for real estate professionals. Its unique approach simplifies complex real estate processes, providing a powerful and user-friendly CRM solution that enhances business efficiency.

real estate
CRM
transaction management
contact management
residential real estate
software suite
property management
Company size: 2-10
Founded: 2011

Updated on

Let our AI browse all websites for you

Save time, improve accuracy, and get ahead of the competition with Cenco.ai.

Get started

You might be interested in