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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

At the core of our comprehensive range of products and services lies MAUI®, the driving force behind our trust accounting platform. Designed to simplify the tasks of trust professionals, MAUI features an intuitive interface coupled with powerful, real-time reporting capabilities, making it an increasingly popular choice among trust professionals looking to enhance their growth and fulfill their clients’ requirements. We have developed an advanced trust accounting application from its inception and continue to expand its capabilities. By actively incorporating feedback from our users, we have created additional modules that integrate seamlessly with the MAUI platform, offering a robust and scalable solution tailored to meet your customers’ specific needs. Additionally, our Infovisa Client Portal serves as an online hub for both you and your clients, allowing them to personalize dashboards and access reports in a manner that aligns with their preferences. Customers can also easily download statements through the portal, leading to significant savings on printing and mailing costs while improving overall efficiency. This ongoing commitment to innovation ensures our users always have the best tools at their fingertips.

Description

Trust accounting refers to a specialized bookkeeping practice that focuses solely on transactions related to trusts. This involves a trustee meticulously documenting the incoming and outgoing funds belonging to others within dedicated trust ledger accounts that are organized for each individual from whom the money was received or on whose behalf it is managed. Many nations enforce stringent regulations governing trust accounting, necessitating the involvement of independent auditors to ensure compliance with these rules. Since government regulations can be subject to change at any moment, failing to maintain your software in alignment with local laws could jeopardize your business operations. Additionally, it is crucial for the software to be user-friendly; if the interface is not straightforward and easy to navigate, it may take considerable time to become proficient. In Trustpak, we prioritize clarity by ensuring that all necessary information for each task is readily available on the main screen, allowing users to operate efficiently. This design choice not only saves time but also enhances overall productivity for those managing trust accounts.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MoneyGuide Yes 

Integrations

MoneyGuide No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$53 per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Infovisa

Founded

1992

Country

United States

Website

www.infovisa.com/maui

Vendor Details

Company Name

InfoBiz Solutions

Founded

2002

Country

Australia

Website

www.infobizsolutions.com

Product Features

Trust Accounting

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

Product Features

Trust Accounting

Accrual Accounting No 
Activity Tracking Yes 
Asset Gain & Loss Reporting No 
Check Writing Yes 
Compliance Management Yes 
Cross Ledger Posting Yes 
Customer Statements Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management Yes 

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