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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Trustee Partners ensure exceptional follow-up on your accounting through the file-sharing capabilities provided by Winbiz. As resellers of Winbiz products and services, Winbiz Partners cater to their clientele by offering various services, including software initiation, setup, and foundational guidance on utilizing Winbiz effectively. The qualification of Winbiz Specialists, who possess a certification confirming their expertise in the software, enables them to provide comprehensive training and support. These specialists are well-equipped to educate users on the advanced functionalities of Winbiz and assist with the program’s installation and configuration, ensuring a smooth user experience from the outset. With their extensive knowledge, Winbiz Specialists can also address specific user needs and optimize the software's performance for each client.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

PrestaShop

Integrations

PrestaShop

Pricing Details

$349 one-time payment
Free Trial
Free Version

Pricing Details

72 CHF/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

Exhibit One Software

Country

United States

Website

www.exhibitonesoftware.com

Vendor Details

Company Name

FIDUCIAL WINBIZ SA

Founded

1992

Country

Switzerland

Website

www.winbiz.ch/en/winbiz

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

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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