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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Optimized for all sizes of audit engagements, from the smallest to the largest, our platform is designed to be both interactive and user-friendly. Experience the advantages of high-quality, online cloud audits, allowing for remote work that minimizes IT infrastructure needs while facilitating secure collaboration with your team and clients throughout all audit processes. The Agile Audit system offers intuitive interfaces and a ‘guided audit’ method, making it quick and easy for staff to begin using the software right away. Foster secure and efficient teamwork with your audit team, clients, and other stakeholders on a unified, modern, and secure platform. Enhance audit compliance and monitor engagement statuses to optimize staff allocation and boost business profitability. Furthermore, our CaseWare Cloud infrastructure is built to the highest standards of security, ensuring that your clients' sensitive information remains protected and confidential at all times.

Description

i-Trust is a specialized software for trust accounting that includes features such as an audit-tested framework, comprehensive audit trails, and subsidiary ledgers. This tool is tailored for managing client trust accounts, offering an automated client ledger that features a user-friendly and efficient record-keeping interface for managing unlimited trust funds, a capability it has provided since 1988. It delivers a high degree of automation and adaptability while ensuring a rigorous audit trail for every transaction processed. The platform upholds strict data integrity through advanced database maintenance utilities, which are designed to support and reinforce trust accounting standards effectively. This makes i-Trust an essential resource for professionals looking to streamline their trust account management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QicsMilestones

Integrations

QicsMilestones

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1895.00/one-time/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CaseWare Australia & New Zealand

Founded

1995

Country

Australia

Website

www.caseware.com.au/product/online-cloud-agile-audits/

Vendor Details

Company Name

Golden Omega

Founded

1988

Country

United States

Website

www.goldenomega.net/trust-accounting-software/

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Product Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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