Brief AccountingBrief Legal Software
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InnoTrustInnovest Systems
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Related Products
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About
Brief Accounting has been the goto legal Mac billing solution for over 25 years. Brief Legal Software has established a reputation for providing excellent software solutions combined with outstanding technical support. Whether you are a solo practitioner, a large firm, or somewhere in between, Brief Accounting is the billing and accounting solution that will work for you. Brief Accounting is composed of Billing, Trust Accounting and Office Accounting, which are distinct yet fully integrated with one another to eliminate duplicate entry and reduce errors. Though Billing, Trust and Office Accounting are tightly integrated, they can be purchased separately, so you only need to purchase the modules that you require. Brief Billing handles everything from slip entry to running prebills, editing slips, finalizing invoices and tracking your accounts receivable.
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About
Innovest’s flagship product, InnoTrust, offers a dramatically better way to support the accounting and reporting needs of trust companies, banks, private banks, retirement plan administrators, and others that need to control, account for and report on assets held in trust, wealth, and retirement accounts. We are web services/API enabled, allowing seamless third-party software and internal program compatibility, topped with easy access to customer data through the user-friendly navigation. We provide a full suite of portfolio management tools including rebalancing, trade blotters, trade order management, and integrated performance reporting. Full principal, income, and tax lot accounting services, along with cost basis tracking and a Tax Reporting functionality that includes system-generated 1099s, 5498s, and tax worksheets. Includes exception tracking, configurable questions and answers, and follow-up tickler tracking.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Office Accounting solution for businesses
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Audience
Companies, banks, private banks, and retirement plan administrators seeking a solution for their accounting and reporting needs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBrief Legal Software
Canada
www.brieflegal.com
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Company InformationInnovest Systems
Founded: 2000
United States
www.innovestsystems.com/innotrust/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Trust Accounting Features
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
Legal Billing Features
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
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Trust Accounting Features
Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management
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Integrations
No info available.
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Integrations
No info available.
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