Trustpak

Trustpak

InfoBiz Solutions
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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.

About

Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.

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

Companies that need a trust accounting software solution

Audience

Zoho Books is built to help the small business scale. However, the suite is also fully stacked for medium business across all industries.

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

$53 per month
Free Version
Free Trial

Pricing

$10.00/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:

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Reviews/Ratings

Overall 4.2 / 5
ease 4.8 / 5
features 4.2 / 5
design 4.8 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Easy accounting tool that helps auto-reconcile. Merges with other Zoho products like Zoho analytics to create dashboards and insights.
  • Zoho Books directs many resource management to the right and accountable means, making the process transparent. Again, Zoho Books works with all the formulas, that helps in computations.
  • Zoho Books brings safety in all the files and documents that a company has. Also, Zoho Books is designed in a way that information can be entered easily. There is no attacks of content loss through Zoho Books.
  • Zoho Books is available on both mobile and desktop version, which means it's easy to access. It can integrate with Zoho one services. It has financial reporting charts. It easily handles inbound and outbound cash flow with invoicing and budgeting tasks.

Cons

  • The data exporting is difficult to use and needs to be redesigned. Often times there are formatting issues that become hard to manage.
  • So far, Zoho Books has outstanding features, which I value all and consider them perfect and suitable.
  • The support personnel for this product requires proper mechanisms to answer questions bothering the users. Only that et back.
  • Overall Zoho books is feature-rich but plans are too expensive.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InfoBiz Solutions
Founded: 2002
Australia
www.infobizsolutions.com

Company Information

Zoho
Founded: 1996
United States
www.zoho.com/us/books

Alternatives

i-Trust

i-Trust

Golden Omega

Alternatives

NOBL

NOBL

Paulmar Group
Troika Accounting

Troika Accounting

thewealthworks
AccountEdge

AccountEdge

Priority Software US

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

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

GST Features

GST Accounting
GST Billing & Invoicing
GST Compliance
GST Inventory Management
GST Reporting
GST Tax Credits
GST Tax Filing

School Accounting Features

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

Integrations

Campaign Monitor
HubSpot Customer Platform
HubSpot Marketing Hub
Kosh.ai
Latenode
Magento
Membrane
Pemo
Pepperi
Pipedream
RegFox
Square POS
SupplyNote
Tax Garden
Wrike
Zenbridge
Zoho Bookings
Zoho Checkout
Zoho FSM
Zoho Payroll

Integrations

Campaign Monitor
HubSpot Customer Platform
HubSpot Marketing Hub
Kosh.ai
Latenode
Magento
Membrane
Pemo
Pepperi
Pipedream
RegFox
Square POS
SupplyNote
Tax Garden
Wrike
Zenbridge
Zoho Bookings
Zoho Checkout
Zoho FSM
Zoho Payroll
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