Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
TotalTrust is a robust accounting software designed for professionals such as attorneys, accountants, and fiduciaries who manage estate, trust, and guardianship clients. It offers an intuitive visual presentation of fiduciary reports, emphasizing a logical and user-friendly approach. With its straightforward design and reasonable pricing, TotalTrust stands out as an excellent option for practitioners of any scale. You can download it now and enjoy a risk-free 30-day trial, allowing you to start generating reports immediately without any commitments or extensive paperwork. This accounting system is specifically tailored for Windows and facilitates the creation of financial reports required by fiduciaries for various estates, trusts, and guardianships. Our standard features comply with National Fiduciary Accounting Standards, including Charges and Credits, and cater specifically to the State of Florida's regulations on Capital Gains and Losses. Additionally, TotalTrust provides enhanced flexibility in reporting through its custom reports feature, enabling users to define specific report parameters and save templates for future use, ensuring a streamlined workflow for your accounting needs.
Description
Trust Accountant, developed by Delta Data, is a comprehensive fiduciary accounting software that streamlines the financial management of estates, trusts, guardianships, and investment portfolios, while ensuring security and reliability. This all-encompassing solution offers a wide array of features such as cash sweep, pooled fund accounting, accrual accounts, dual authentication, encrypted sessions, tax code adjustments, income tax reporting, asset gain and loss tracking, security pricing, and additional tools designed to enhance user experience. With its real-time capabilities, Trust Accountant empowers users to efficiently manage their financial responsibilities with confidence.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$349 one-time payment
Free Trial
Free Version
Pricing Details
$100 per month
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
Exhibit One Software
Country
United States
Website
www.exhibitonesoftware.com
Vendor Details
Company Name
Delta Data
Founded
1998
Country
United States
Website
www.deltadatatrust.com
Product Features
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
Product Features
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