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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
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