Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
1095, 1098 and 1099, 3921. 3922. 5498, W-2G. W-2C.
Electronic Reporting Software with IRS ACA Compliance. Account Ability includes electronic reporting and bulk TIN matching for the entire family (1095-B1-1098 1098-1098-1098-C1-1098-1098-C1099βC1099βC1099βC1099βC1099βDIV 1099βC1099βC1099βC1099βDIV 1099βK 1099βLTC 1099βOID 1099βPATR 1099βQ 1099βR 1099βS 1099βSA 3921-SA 5498-ESA 54985498-ESA 5498 -SA 5498-SA 5498-SA 5498-Sa 5498-SA 5498-ESA 5498βSA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-ESA 5498βSA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-ESA5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-S-S-Sw-2G-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-SA 5498-Sw-2G-SA 5498-SA 5498-SA 5498-SA 5498-Sw-2G-SA-Sw-2G-SA 5498-SA 5498-SA 5498-Sa-Sa-Sw-2G-SA-Sw-2G-Sa-Sw-2G-Sw-2G-SA-Sa-Sa-SA-Sa-Sa-SA-Sa-Sa-Sa-SA-Sa-SA-Sa-Sa-Sa
Description
Innovest's premier offering, InnoTrust, revolutionizes the way trust companies, banks, private banks, retirement plan administrators, and other entities manage their accounting and reporting obligations for assets in trust, wealth, and retirement accounts. Our service is designed with web services and API capabilities, ensuring effortless integration with third-party software and internal programs, while providing user-friendly navigation for easy access to customer data. InnoTrust boasts an extensive array of portfolio management features, such as rebalancing, trade blotters, trade order management, and comprehensive performance reporting. Additionally, we deliver full principal, income, and tax lot accounting services, complete with cost basis tracking and a robust Tax Reporting feature that generates crucial documents like 1099s, 5498s, and tax worksheets automatically. Our platform also includes tools for exception tracking, customizable question and answer segments, and follow-up tickler tracking to streamline user operations and enhance efficiency. Ultimately, InnoTrust empowers financial institutions to maintain control and transparency over their trust and retirement account management processes.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
$499.95/Year
Network Ready Server License Includes 500 users, Bulk TIN matching, Electronic Filing and free technical support for the entire family of information returns (1098, 1099, 3921, 3922, 5498, W2G) and annual wage reports (W2, W2C).
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
IDMS Account Ability
Founded
1984
Country
United States
Website
www.idmsinc.com
Vendor Details
Company Name
Innovest Systems
Founded
2000
Country
United States
Website
www.innovestsystems.com/innotrust/
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
Yes
Multi-Currency
No
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
No
Purchase Orders
No
Tax Management
Yes
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
Yes
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
Yes
Receipt Management
No
Tax Management
Yes