Trustpak

Trustpak

InfoBiz Solutions
+
+

Related Products

  • Sage Intacct
    8,532 Ratings
    Visit Website
  • Xero
    5,909 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Buildium
    2,544 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website

About

Secure, reliable, and full-featured, Trust Accountant helps simplify the accounting for estates, trusts, guardianships, and investment portfolios. Created by Delta Data, this comprehensive real-time fiduciary accounting software solution provides a robust set of features that include cash sweep, pooled fund accounting, accrual account, dual authentication, encrypted sessions, tax code edit, income tax report, asset gain and loss reports, security pricing, and more.

About

Trust accounting is a form of bookkeeping used exclusively for trust transactions. It is the recording by a trustee of the receipt and payment of other people's money into individual trust ledger accounts maintained for the person from or on whose behalf the money was received. In most countries there are very strict rules that apply to Trust Accounting and external independent auditors are employed to make sure the rules are followed. Government regulations may change at any time, if the product you are using is not kept up to date with the local Government Regulations then you could find your business at risk. Software needs to be intuitive, if the screens are not obvious and are confusing then it will take you a long time to master. In Trustpak we have kept the information required for each function on the immediate screen.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Used by attorneys, certified public accountants (CPAs), family offices, trust companies, guardians, community bank trust departments, charities, and more.

Audience

Companies that need a trust accounting software solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$100 per month
Free Version
Free Trial

Pricing

$53 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Delta Data
Founded: 1998
United States
www.deltadatatrust.com

Company Information

InfoBiz Solutions
Founded: 2002
Australia
www.infobizsolutions.com

Alternatives

TotalTrust

TotalTrust

Exhibit One Software

Alternatives

i-Trust

i-Trust

Golden Omega
Troika Accounting

Troika Accounting

thewealthworks
NOBL

NOBL

Paulmar Group
Pacer

Pacer

SS&C Technologies
Troika Accounting

Troika Accounting

thewealthworks

Categories

Categories

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

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

Integrations

No info available.

Integrations

No info available.
Claim Trust Accountant Cloud and update features and information
Claim Trust Accountant Cloud and update features and information
Claim Trustpak and update features and information
Claim Trustpak and update features and information