Audience

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

About Trust Accountant Cloud

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.

Pricing

Starting Price:
$100 per month

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Trust Accountant Cloud Screenshot 1
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Product Details

Platforms Supported
Cloud
Support
Phone Support

Trust Accountant Cloud Frequently Asked Questions

Q: What kinds of users and organization types does Trust Accountant Cloud work with?
Q: What languages does Trust Accountant Cloud support in their product?
Q: What kind of support options does Trust Accountant Cloud offer?
Q: How much does Trust Accountant Cloud cost?

Trust Accountant Cloud Product Features

Trust Accounting

Accrual Accounting Supported
Activity Tracking Supported
Asset Gain & Loss Reporting Supported
Check Writing Supported
Compliance Management Supported
Cross Ledger Posting Supported
Customer Statements Supported
Fee Calculation & Posting Supported
Tax Management Supported
Receipt Management Not Supported