Alternatives to AccountAbly

PayProp is an automated platform for real estate agents. It is simpler and more powerful than traditional software vendors and banks. PayProp was born in 2004 out of frustration with the fragmentation, lack of trust and complexity of payments in the residential rental sector. We built on GivenGain's platform to create a solution that automatically collects rent payments from tenants and seamlessly pays agents' commissions, property owners, third parties, and other property owners directly into their bank accounts. PayProp eliminates inefficiencies and lowers administrative costs per transaction. It also applies leading technologies to automate entire processes. PayProp's advanced technology allows property managers to collect and reconcile all payments.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

Are you: Studying the changes to the SECURE Act rules? Using spreadsheets to calculate RMDs manually? Tracking client RMD withdrawals to determine if clients have taken them? Frustrated by custodians who calculate some RMDs but not inherited accounts? Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)? Trying to figure out how to manage the accounts under the 10-Year Rule? ProTracker RMD provides: Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries. Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger). A separate panel is used to track the expiration of accounts under the 10-Year Rule. Global 10-Year Rule Account Screen to monitor all client accounts for expirations.

Soluno is a cloud-based accounting software and billing software that helps law firms to be more efficient. Law firms can easily manage their business with a complete, intuitive suite of time/expense, billing, accounting and trust features. Soluno's trust accounting, billing and usability, as well as 5-star customer service, will help you work more efficiently and maximize your productivity. Soluno offers data conversions for free from 14 of the most popular solutions in the industry.

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.

AbacusLaw recognizes the ongoing and dynamic shifts in the legal and accounting fields, presenting challenges for firms striving to operate effectively. To address this, they have developed the largest Technology-as-a-Service (TaaS) solution tailored for the professional services industry, empowering legal and accounting professionals to achieve optimal success and tranquility. This comprehensive platform offers a user-friendly experience, designed to facilitate a secure, cloud-based practice while remaining budget-friendly. Their all-inclusive solution encompasses hardware, software, and infrastructure available on a pay-as-you-go basis, featuring Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT services. By integrating these essential tools, AbacusLaw ensures that firms can focus on delivering exceptional services to their clients without the burden of complex technology management.

Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.

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.

Our innovative technology, coupled with extensive experience in ERISA plans, culminates in a 401(k) solution that alleviates both workload and liability for you. This is certainly a significant advantage. We streamline various manual processes such as managing contributions, handling 401(k) loans, tracking eligibility, assessing hardships, and sending notifications, allowing your team to concentrate on core business functions. Dealing with payroll issues can be quite challenging. To mitigate this, we meticulously analyze payroll for every employee using 44 distinct diagnostic checks to identify and rectify potential problems before they escalate. You can monitor the overall wellness of your plan, including its readiness for audits, through a detailed dashboard that encompasses all essential plan documents. To ensure you remain free from compliance risks, we offer comprehensive administrative and investment fiduciary protections, identified as 3(16) and 3(38) fiduciary services. Our dedicated plan administrator is responsible for reviewing, signing, and submitting your Form 5500. Additionally, we maintain a robust $5 million professional liability insurance policy to safeguard our ERISA fiduciary services and give you added peace of mind. With our comprehensive support, you can focus on growing your business while we handle the complexities of your retirement plan.

FASTER Systems offers specialized software and preparation services for Court Accounting, Estate Tax, and Gift Tax to assist today's trust and estate professionals in fulfilling their compliance obligations. Our FASTER ASP Software, which is cloud-based and fully integrated, is designed specifically for professionals in the industry to streamline the processes of court accounting and preparing estate and gift tax returns. Created by experts in the field, this software aims to meet the unique needs of those working within the trust and estate sectors. Additionally, FASTER Accounting Services offers preparation assistance for court accounting and estate taxes to law firms, accounting firms, trust companies, and banks on a fee-for-service basis. By leveraging our skilled personnel, FASTER Accounting Services helps clients save time and resources and ensures adherence to local court regulations. With our advanced accounting platform, FASTER, clients can expect timely preparation of accountings with minimal effort required on their part, as they only need to provide transaction history and other necessary documents while we handle the rest. This comprehensive approach allows professionals to focus on their core responsibilities while ensuring compliance and efficiency in their accounting needs.

Streamline your next request for proposal (RFP) with ease and efficiency. InHub LLC’s premier Investment Consultant eRFP platform serves as your reliable RFP concierge, enabling investment fiduciaries to navigate the RFP process in a cost-effective manner. Our advanced eRFP technology empowers users to craft tailored RFP questionnaires, send them to selected candidates, assess proposals concurrently, make notes online, and maintain comprehensive records for fiduciary audits. By choosing InHub, you can accelerate the RFP timeline, mitigate risks, and lower expenses, ensuring a seamless procurement experience. The combination of speed and thoroughness provided by our platform allows fiduciaries to focus on making informed investment decisions.

Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.

Success manifests uniquely for each organization. Our expertise lies in deploying technology tailored to diverse requirements, empowering advisors across various business models to meet their fiduciary duties effectively. We envision solutions that extend beyond mere technology, creating a transformative experience that encourages innovation, challenges the status quo, and positions you for ongoing triumph. By developing a superior tech infrastructure with over 100 integrations, you can ensure the integrity of your data through daily domestic reconciliations. Enhance collaboration via a multi-channel client experience, while trading becomes streamlined with a tax-efficient rebalancer. Furthermore, you can craft individualized SMA investment portfolios and accelerate your revenue streams through customized fee and payout arrangements, paving the way for sustainable growth in your practice. Ultimately, our comprehensive approach is designed to help you not only reach your goals but exceed them.

Fi360 provides financial intermediaries with the tools to effectively utilize the Prudent Practices® framework, allowing them to successfully gather, enhance, and safeguard investors' assets while adhering to a fiduciary duty. Our comprehensive training, advanced technology, and robust analytics facilitate the seamless adoption of prudent processes for every client. Ranging from foundational fiduciary concepts to complete proficiency, our educational programs are specifically designed to equip finance professionals with the essential knowledge to better serve clients and expand their enterprises. Our innovative software and technology solutions empower investment professionals to cultivate stronger client connections and increase business opportunities through a consistent, prudent methodology that is both manageable and well-documented. Additionally, we provide our clients with in-depth insights via our fiduciary-centric data and analytics offerings, which include tailored reports and analyses that can enhance marketing efforts and presentations, showcasing a commitment to a prudent approach. Ultimately, our mission is to elevate the standards of fiduciary practice in the financial industry.

Investment management software designed for fund managers enables the evaluation and creation of genuinely sustainable investment portfolios. It provides insights on Sustainable Development Goals and Climate Alignment applicable to individual companies and overall portfolios, assisting Chief Investment Officers and institutional investors in benchmarking, peer analysis, and identifying new investment avenues while effectively communicating findings to clients. This tool is utilized by quantitative funds, global equity firms, micro-equity investors, rating agencies, and research organizations to enhance their alignment with critical ESG and SDG metrics, facilitating a more intuitive approach that meets fiduciary responsibilities and supports portfolio construction, performance assessment, and comprehensive reporting. Ultimately, the software serves as a bridge between sustainability goals and informed investment decision-making.

uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well. This enables you to just download any court form for your province and we fill in 90% of the content thus saving time and money for your business. uLaw also has Android and iOS native app to manage docketing and downtime analytics.

Dingosoft Trust Accounting stands out as the sole widely recognized ERP trust accounting solution currently available. Built using the Sage 300 Software Development Kit, it functions as a genuine, fully integrated module that encompasses all essential ERP features and capabilities. This innovation eliminates the necessity for various add-ons and niche solutions, allowing users to access a comprehensive mainstream ERP accounting system complete with built-in trust accounting features. Specifically designed to cater to the needs of law firms, accounting practices, real estate agencies, and other professions that manage client funds in escrow, Dingosoft Trust Accounting is an invaluable resource. It offers a robust multi-user and multi-currency Trust Ledger, efficiently managing all transactions, including receipts, payments, transfers, and adjustments. Furthermore, its seamless integration with Sage 300 ERP Bank Services simplifies trust bank account reconciliation, allowing for the easy import of statements for automatic reconciliation. With Dingosoft Trust Accounting, firms can enhance their financial management capabilities while ensuring compliance and accuracy in their accounting practices.

Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.

NOBL represents a cutting-edge evolution in agency management systems, prioritizing the oversight of daily operations related to insurance trust accounts and ensuring financial stability for premiums, which distinguishes it from traditional systems. By utilizing advanced trust ledger accounting and innovative outsourcing technology for trust accounts, NOBL maximizes workflow efficiency and dramatically improves operational productivity for property and casualty (P&C) insurance agencies. Similar to payroll services, agencies simply submit their source documents, while Paulmar, the designated outsourcing partner, takes charge of managing premiums from the point of transaction until they are completely disbursed to the rightful owners. The integration of NOBL occurs seamlessly with new accounts and renewals, ensuring that the agency's daily activities continue without interruption. This groundbreaking technology is fully prepared for deployment and is set to significantly boost the performance of P&C independent agencies, making them not just more productive but also substantially more efficient in their operations. As a result, agencies can expect a transformation in their financial processes that could lead to enhanced profitability and client satisfaction.

For over 25 years, Brief Accounting has been the premier billing solution for legal professionals using Mac systems. Known for its exceptional software offerings and superior technical assistance, Brief Legal Software has built a solid reputation in the industry. Whether you are operating as a solo lawyer, managing a large practice, or fall somewhere in the middle, Brief Accounting is the ideal billing and accounting solution tailored to meet your needs. The system is structured around three main components: Billing, Trust Accounting, and Office Accounting, all of which are distinct yet seamlessly integrated to minimize data entry duplication and decrease the likelihood of mistakes. While these components work together harmoniously, they can also be acquired individually, allowing you to select only the modules that suit your specific requirements. Brief Billing encompasses a comprehensive range of functionalities, from entering time slips to generating prebills, modifying entries, finalizing invoices, and monitoring your accounts receivable effectively. Additionally, the user-friendly interface ensures that even those new to accounting can navigate the software with ease.

Elevate your legal practice by adopting the most advanced and comprehensive software solution, propelling your firm into a new era of efficiency. Harness an all-in-one Matter Management tool that seamlessly integrates with automated workflows, ensuring that every detail related to a case is captured and stored in real-time. Enjoy the convenience of accessing extensive and current insights into your firm’s performance, accomplishments, and activities—all consolidated in a single dashboard. Experience improved efficiency through a fully integrated general and trust accounting system designed for simplicity, allowing you to focus on enhancing your profitability. Effortlessly navigate your law firm’s extensive knowledge base, enabling rapid and straightforward searches. With the ability to filter, categorize, and analyze your search results across multiple criteria, gaining insights has never been easier. Our personalized client onboarding process, initiated with a Needs Based Analysis, allows us to thoroughly understand your legal practice, ensuring we meet your specific needs effectively. Together, we can tailor solutions that align with your firm’s goals and drive long-term success.

Coinbase Custody functions as a distinct and independently funded entity separate from Coinbase, Inc. Under New York State Banking Law, it acts as a fiduciary. All digital assets are carefully segregated and held in trust for our clients. The assets are secured through dedicated on-chain addresses backed by Coinbase’s proven cold storage solutions. Our insurance policy stands as one of the best in the industry, ensuring robust protection. Additionally, we are subject to frequent financial and security evaluations conducted by independent firms. Many funds that function as fiduciaries for their investors often face challenges in earning rewards through Delegated Proof of Stake (staking) due to inherent risks. By being the first custodian to facilitate staking from securely stored assets, Coinbase Custody significantly alters this dynamic. Just as it has made safe staking a reality for the first time, it now allows participation in governance activities, such as voting on protocol decisions, while keeping assets offline. At present, we support Maker Governance and are actively working to expand support for additional networks in the near future. This commitment to security and innovation positions Coinbase Custody at the forefront of digital asset management.

Broadridge Investment Accounting stands out as a distinguished software solution that offers a comprehensive platform encompassing global asset classes, multi-currency capabilities, and real-time processing, along with expert accounting services designed to establish an investment book of record. This intuitive and budget-friendly solution provides detailed, precise, and prompt information and visualizations that facilitate compliance, trading activities, fiduciary oversight, and various essential functions in investment management. Noteworthy features comprise robust accounting and cash management, seamless integration of custodial and market data, a unified general ledger, and managed service delivery, among numerous other capabilities. By leveraging these features, firms can enhance their operational efficiency and ensure adherence to regulatory standards.

Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.

As part of Dye & Durham's comprehensive suite of software solutions, ESILAW stands out as a reliable tool utilized by numerous law firms throughout Canada to manage their accounting, billing, and practice management requirements. Recognized as the foremost legal technology provider in Canada, Dye & Durham focuses on developing and integrating solutions that enhance law firm productivity. ESILAW is designed to complement a diverse range of our offerings, ensuring that every financial transaction is accurately recorded and managed. Our software encompasses essential features that law firms require to operate effectively, including time and disbursement entry, trust accounting, and cost recovery functionalities, making it the perfect choice for boosting both productivity and profitability within your legal practice. Additionally, users can rest easy knowing their data is secure, thanks to automated daily backups, disaster recovery protocols, and robust security measures housed in a Canadian data center. With its cloud-based technology, ESILAW provides scalable software that eliminates the need for extensive IT resources or specialized support personnel, allowing firms to focus on their core operations. Ultimately, ESILAW empowers law firms to streamline their processes and achieve greater financial success.

Innovest's premier offering, InnoTrust, revolutionizes the way trust companies, banks, private banks, retirement plan administrators, and other entities manage their accounting and reporting obligations for assets in trust, wealth, and retirement accounts. Our service is designed with web services and API capabilities, ensuring effortless integration with third-party software and internal programs, while providing user-friendly navigation for easy access to customer data. InnoTrust boasts an extensive array of portfolio management features, such as rebalancing, trade blotters, trade order management, and comprehensive performance reporting. Additionally, we deliver full principal, income, and tax lot accounting services, complete with cost basis tracking and a robust Tax Reporting feature that generates crucial documents like 1099s, 5498s, and tax worksheets automatically. Our platform also includes tools for exception tracking, customizable question and answer segments, and follow-up tickler tracking to streamline user operations and enhance efficiency. Ultimately, InnoTrust empowers financial institutions to maintain control and transparency over their trust and retirement account management processes.

For more than 35 years, Abacus Payroll has established itself as the premier payroll software in Switzerland. Every month, over 1.5 million payroll transactions are processed using this system. A wide range of companies, spanning various sectors and sizes, along with esteemed fiduciary firms, depend on the intuitive design and effectiveness of Abacus Payroll. This software not only handles standard monthly payroll tasks but also accommodates complex wage calculations. Being a Swiss-developed product, it adheres to all legal obligations related to insurance, taxation, and statistical reporting. Payroll processing is seamlessly integrated into the broader Abacus ERP framework, which includes modules for HR management, time tracking, and project oversight. Furthermore, the software boasts additional features such as support for foreign currencies, recalculations, budgeting, and managing concurrent employment scenarios, showcasing its comprehensive service offerings. Users can also customize the software to reflect varied organizational structures and generate tailored standard reports. Overall, the efficient and user-friendly nature of Abacus Payroll provides extensive solutions for payroll accounting needs. Additionally, its adaptability ensures that it can meet the evolving demands of businesses in a dynamic market.

WiseBOS RiSC – Risk intelligence, Scoring & Compliance is a sophisticated, all-encompassing solution designed for enhanced and efficient risk-based compliance across both financial and non-financial sectors. This innovative tool supports a variety of organizations, including auditing firms, fiduciaries, legal entities, investment companies, electronic money institutions, banks, and insurance providers, in reducing their vulnerabilities to financial fraud and activities linked to terrorism, all while ensuring adherence to regulatory obligations. Clients prefer WiseBOS RiSC as their top choice for managing anti-money laundering processes, assessing risk levels, and mitigating the potential risks involved in customer onboarding and ongoing monitoring. Its effectiveness in streamlining compliance procedures has made it an invaluable asset in the industry. Moreover, the solution's capability to adapt to evolving regulations further enhances its appeal to businesses aiming for long-term sustainability.

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.

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.

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.

Imagine all of your client information and matter information in one place. Documents, emails, tasks, and billing activity are all available in an easy-to-use interface. Kanban boards, built on Rocket Matter's robust Legal Project Management Platform, allow you to see a visual status for all your cases. The application's intuitive expense and time capture screens are optimized to maximize efficiency. Our multiple timers make it easy to track your time across all matters. With batch billing and customizable rules, you can complete your monthly billing in no more than a few minutes. Rocket Matter allows for easy bulk and inline editing of invoices. Rocket Matter makes it easy to keep your trust accounts in order. All documents can be stored, organized by matter and other case information.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

LeanLaw is the legal billing software for law firms built on QuickBooks Online that makes running a profitable mid-sized law firm straightforward and simple for everyone involved. Spend less time on time tracking, trust accounting, and all-in-one billing — and more time on billables.

EzyRez is a comprehensive software solution for reservations, trust accounting, and property management, tailored to address the intricate requirements of modern building managers. Featuring specialized modules for various sectors such as management rights, motels, serviced apartments, real estate, holiday property management, hotels, backpackers, B & B's, and marinas, EzyRez caters to a wide array of property types. Celebrating its 16th year, the software is widely utilized across Australia and New Zealand and is renowned for its unwavering dedication to customer service, backed by a responsive professional support team and ongoing product enhancements. Additionally, it offers integrations with SMS marketing, Microsoft Outlook, and Word, providing seamless functionality. Partnerships with platforms like EzyChannel, SiteMinder, and Levart further enhance its capabilities, while features such as EzyRez Online, TripAdvisor TripConnect, and Google Hotel Price Ads ensure that users can optimize their property visibility and booking efficiency. This multifaceted approach positions EzyRez as a leader in the property management software industry, continually adapting to the evolving needs of its users.

Clio is a comprehensive legal software platform designed to help law firms manage every aspect of their practice from a single system. The platform provides tools for case management, client intake, billing, accounting, document management, task tracking, and legal workflow automation. Clio incorporates AI-driven functionality that helps legal professionals surface important information, prioritize work, and make informed decisions throughout the lifecycle of a matter. Firms can connect Clio with more than 300 integrations and leverage its API to build customized workflows that fit their operational needs. The software is built specifically for the legal industry and supports solo attorneys, small firms, mid-sized practices, and large legal organizations. Cloud-based access enables teams to work securely from anywhere while maintaining visibility across matters and firm performance. Clio also offers dedicated products such as Clio Manage, Clio Grow, Clio Draft, Clio Accounting, and Clio for Clients to address different legal business needs. Security is a major focus, with enterprise-grade encryption, SOC 2 Type 2 certification, and PCI DSS compliance protecting client and firm data. By bringing together legal operations, client management, and AI-powered productivity tools, Clio helps law firms improve efficiency, profitability, and client service.

Transform your document handling and enhance client management to prioritize consulting tasks. With seamless accounting, collaborate closely with your advisor to maintain focus on your primary business activities. Accounto significantly streamlines the partnership between small and medium-sized enterprises (SMEs) and trust firms. SMEs can easily upload their receipts to the Accounto platform, where the submitted documents are automatically categorized and assigned. Both SMEs and advisors have 24/7 access to these documents, enabling them to collaborate intuitively and effectively on our platform, which ensures that everything is stored in a manner compliant with audit standards. By employing our cutting-edge software solutions, we simplify complex processes and usher the fiduciary sector into a digital future. This enhanced efficiency not only prepares advisors for upcoming challenges but also allows SMEs to devote their energy to their essential business functions. Administration is handled instantly, with automatic identification of all relevant documents, ensuring a smooth workflow that benefits all parties involved. Ultimately, this innovative approach fosters deeper collaboration and paves the way for greater success in the competitive landscape.

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.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office financials and reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

Trust & Will is a digital estate-planning service that allows individuals and families to easily create legally valid documents such as wills, trusts, guardianships, and powers of attorney through a user-friendly, guided process. By responding to simple questions regarding their assets, family dynamics, and personal preferences, users can quickly generate customized legal documents within minutes. The platform also offers features for securely storing documents online, sharing them with chosen individuals and attorneys, and making updates as personal situations evolve. Emphasizing ease of access, Trust & Will empowers users to handle their end-of-life arrangements without the high costs or complexities associated with traditional legal services. Although designed for self-service, our dedicated customer support team is always ready to assist you throughout the entire process, ensuring you feel confident and informed. Ultimately, Trust & Will aims to simplify estate planning, making it more approachable and manageable for everyone.

Abacus Financial Accounting has demonstrated its effectiveness over approximately 35 years and is utilized by numerous companies and fiduciaries of varying sizes. It has firmly established its place as a key element within a modern, all-encompassing ERP solution across diverse industries. Within the realm of financial accounting, cost accounting provides tailored solutions aimed at enhancing internal control over cost centers and units. Serving as a vital analytical tool, Abacus Cost Accounting is indispensable for management in any business context. Maintaining a clear oversight of outstanding items is crucial for a company’s financial health. Additionally, Abacus Accounts Receivable plays a significant role in managing sales, allowing for the assessment of customer creditworthiness right at the offer or order entry stage. Furthermore, Abacus Accounts Payable optimizes your workflow by enabling the digital processing of supplier documents, thus improving efficiency across the board. As a result, organizations can expect to see increased productivity and better overall financial management.

The digitization of businesses is a fact. Enterprises must think differently in order to survive in a world where robots are poised to take over the front-office. ERP is no longer a tool for improving operations. Born-in-cloud enterprise solutions have the potential to transform the digital backbone for organizations that are eager to innovate in a volatile, uncertain, and complex market. Ramco ERP on Cloud is built on Ramco VirtualWorks®, a revolutionary enterprise application assembly platform. It allows you to see 360 degrees of your business from any location. By putting all business functions on one platform on the Cloud, and automating and integrating them end-to-end, Ramco ERP On Cloud gives you a 360-degree view. This unified view of your business will allow you to drive innovation throughout the value chain, increase efficiency, and reduce time to market. The entire product line is also available online.

Experience the perfect blend of cutting-edge technology and streamlined trust accounting through our user-friendly software solution. With live trust account bank feeds from more than 30 Australian banks, reconciliation has never been easier. Say goodbye to end-of-month stress, as our straightforward process allows for one-click completion, making cumbersome tasks a thing of the past. Enjoy the convenience of secure cloud storage, granting you access to your reports and statements at any time and from any location, eliminating the need to worry about computer backups. We are dedicated to your success, offering unparalleled support that is available even on weekends. With Resly, you can tap into a wealth of resources, including self-help guides, live chat, or phone assistance any day of the week. Additionally, Resly Connect simplifies your operations with a comprehensive channel manager interface that integrates with over 100 platforms and suppliers, including major players like booking.com, Agoda, Expedia, and Airbnb, ensuring that your business reaches the widest audience possible. This all-in-one solution truly transforms the way you manage trust accounting and online bookings.

Provide your board directors with tailored and precise reporting that enables them to fulfill their fiduciary responsibilities effectively. Utilizing Broadridge data, you can gain profound insights into competitors, allowing for a more representative selection of peer groups and enhanced understanding of trends within the fund industry, ultimately helping you position your funds to advocate for fee increases. You will acquire fund performance, portfolio, and expense data that comply with regulatory and compliance standards for board reports. Custom peer groups reveal avenues for improving margins and maximizing growth potential. By merging personalized insights with exceptional expertise, your board reports can achieve a higher standard. Our consulting teams leverage data from Morningstar, Lipper, and exclusive Broadridge resources to provide comprehensive coverage of fund expenses, performance, and portfolios, as well as tailored peer groups. These insights are then used to uncover trends in the fund industry, enabling the creation of detailed and professional-grade board reports. Moreover, Broadridge collaborates with top industry data providers to ensure clients receive information that is directly sourced from the firms themselves, enhancing the quality and reliability of the reports. This partnership not only strengthens your reporting capabilities but also empowers your board to make informed decisions based on the most relevant and current data available.

Zoe Financial is a contemporary digital wealth management platform designed to provide a cohesive experience for both clients and financial advisors, facilitating effortless onboarding, investment account creation, funding, and portfolio supervision with an emphasis on achieving more favorable financial results. It links users to carefully selected independent fiduciary financial advisors and allows for digital account creation within minutes, thus removing the need for paper forms and streamlining both cash and investment transfers. After accounts are established, Zoe’s innovative technology offers features like automated portfolio rebalancing, strategic tax management approaches such as tax-loss harvesting, direct indexing, and fractional share trading, all aimed at enhancing after-tax returns and sustaining target allocations. The Zoe Model Marketplace grants users access to diverse portfolios and investment strategies curated by renowned global asset managers, while also equipping users with tools to monitor performance and manage accounts in a collaborative manner between clients and their advisors. Ultimately, Zoe Financial aims to revolutionize the wealth management experience by integrating cutting-edge technology with personalized financial guidance.