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Legal accounting and trust system for Australian firms.

Jurisdiction: National · Task: First trust account

• Trust accounting
• Software
• Sole practitioner

Accounting and advisory group offering business advice, financial statements and tax, benchmarking, succession planning, data analysis, virtual CFO, bookkeeping and payroll services. Separate teams provide financial advice and lending services.

Jurisdiction: National · Task: First trust account

Discipline

Business accounting, Tax, virtual CFO, Bookkeeping, payroll and succession advice.

Windows-based practice and fee management, originally built for the Australian bar and since extended to firms. Certified by the Law Society of NSW as a complying trust accounting system (certificate 4).

Jurisdiction: National · Task: First trust account

Firm size fit

Sole practitioner, Boutique

Pricing model

per user per month

Deployment

On premise

Legal practice management software for Australian firms, combining matters, documents, emails, calendars, workflows, time recording, billing and trust accounting. Features and automation vary by subscription tier and optional products.

Jurisdiction: National · Task: First trust account

Firm size fit

Australian law firms; select a plan for the required workflow and users.

Pricing model

Per-user subscriptions, with plan, contract and optional-product differences.

Deployment

Hybrid

Specialist accounting and advisory business serving the legal profession. It assists lawyers with financial and tax matters across their careers, including partnership-related decisions and personal financial planning.

Jurisdiction: National · Task: First trust account

Discipline

Accounting, taxation and financial advice for the legal profession.

Westpac's solicitors statutory trust account, with state-specific onboarding requirements such as sighting a practising certificate.

Jurisdiction: National · Task: First trust account

Discipline

Bank — statutory trust account

Australian practice management and trust accounting for small firms. Certified by the Law Society of NSW as a complying trust accounting system (certificate 12).

Jurisdiction: National · Task: First trust account

Firm size fit

Sole practitioner, Boutique

Payment processing and merchant services.

Jurisdiction: National · Task: First trust account

Pricing model

Per transaction

Deployment

Cloud