Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Timworks stands out as the premier client support and communication application designed to make customer support a breeze, featuring secure audit trails and unlimited client access. With its seamless integration into your favorite tools, Timworks enhances your workflow, allowing you to operate more swiftly and effectively. You can effortlessly send invoices directly from the chat to platforms like Dext or HubDoc in mere moments. Rest assured that your clients' data is protected with Timworks, which is fully compliant with GDPR standards, ensuring you're always prepared for audits while safeguarding sensitive information. Say goodbye to endless email exchanges; our real-time communication feature not only demonstrates your commitment to clients but also enables you to address their inquiries within seconds. By simply adding a colleague to the relevant client accounts, you can enjoy some much-needed downtime. Additionally, your clients will benefit from the support of our ChatGPT-powered assistant, which is equipped to handle inquiries and questions, ultimately saving you valuable hours each week and enhancing overall productivity. With Timworks, both you and your clients are set to experience a significant boost in efficiency and satisfaction.
Description
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.
API Access
Has API
No
API Access
Has API
No
Integrations
AutoEntry
Yes
ChatGPT
Yes
Datamolino
Yes
Dext Commerce
Yes
Hubdoc
Yes
Slack
Yes
Xero
Yes
Integrations
AutoEntry
No
ChatGPT
No
Datamolino
No
Dext Commerce
No
Hubdoc
No
Slack
No
Xero
No
Pricing Details
$63.84 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$1895.00/one-time/user
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Timworks
Country
United Kingdom
Website
www.timworks.com
Vendor Details
Company Name
Golden Omega
Founded
1988
Country
United States
Website
www.goldenomega.net/trust-accounting-software/
Product Features
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
Yes
Loan Origination
No
Loan Servicing
Yes
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
Yes
Asset Gain & Loss Reporting
No
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No