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Average Ratings 4 Ratings
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Description
Trust Accountant, developed by Delta Data, is a comprehensive fiduciary accounting software that streamlines the financial management of estates, trusts, guardianships, and investment portfolios, while ensuring security and reliability. This all-encompassing solution offers a wide array of features such as cash sweep, pooled fund accounting, accrual accounts, dual authentication, encrypted sessions, tax code adjustments, income tax reporting, asset gain and loss tracking, security pricing, and additional tools designed to enhance user experience. With its real-time capabilities, Trust Accountant empowers users to efficiently manage their financial responsibilities with confidence.
Description
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API Access
Has API
No
API Access
Has API
No
Integrations
Akita
No
Authorize.Net
No
BMPT Books
No
HubSpot Customer Platform
No
Insightly
No
Integrately
No
Jibble
No
Kapittx
No
Nango
No
Orchid
No
Integrations
Akita
Yes
Authorize.Net
Yes
BMPT Books
Yes
HubSpot Customer Platform
Yes
Insightly
Yes
Integrately
Yes
Jibble
Yes
Kapittx
Yes
Nango
Yes
Orchid
Yes
Pricing Details
$100 per month
Free Trial
No
Free Version
No
Pricing Details
$10.00/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Delta Data
Founded
1998
Country
United States
Website
www.deltadatatrust.com
Vendor Details
Company Name
Zoho
Founded
1996
Country
United States
Website
www.zoho.com/us/books
Product Features
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
Yes
Asset Gain & Loss Reporting
Yes
Check Writing
Yes
Compliance Management
Yes
Cross Ledger Posting
Yes
Customer Statements
Yes
Fee Calculation & Posting
Yes
Receipt Management
No
Tax Management
Yes
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
Yes
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
No
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
GST
GST Accounting
Yes
GST Billing & Invoicing
Yes
GST Compliance
No
GST Inventory Management
No
GST Reporting
No
GST Tax Credits
No
GST Tax Filing
Yes
School Accounting
Accounts Payable
Yes
Attendance Management
No
Billing & Invoicing
Yes
Budgeting & Forecasting
No
Class Loading
No
Fixed Asset Management
No
For Private Schools
Yes
Fund Accounting
No
General Ledger
No
K-12
Yes
Payroll Management
No
Purchasing
No
Trust Accounting
Accrual Accounting
Yes
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
