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Average Ratings 4 Ratings

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support

Description

Trust accounting refers to a specialized bookkeeping practice that focuses solely on transactions related to trusts. This involves a trustee meticulously documenting the incoming and outgoing funds belonging to others within dedicated trust ledger accounts that are organized for each individual from whom the money was received or on whose behalf it is managed. Many nations enforce stringent regulations governing trust accounting, necessitating the involvement of independent auditors to ensure compliance with these rules. Since government regulations can be subject to change at any moment, failing to maintain your software in alignment with local laws could jeopardize your business operations. Additionally, it is crucial for the software to be user-friendly; if the interface is not straightforward and easy to navigate, it may take considerable time to become proficient. In Trustpak, we prioritize clarity by ensuring that all necessary information for each task is readily available on the main screen, allowing users to operate efficiently. This design choice not only saves time but also enhances overall productivity for those managing trust accounts.

Description

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

5X No 
Codeless Platforms BPA Platform No 
ComplYant No 
Dropbox No 
Happilee No 
Hector No 
Kapittx No 
Latenode No 
Magento No 
PEIMI No 
RegFox No 
Tax Garden No 
Thryv No 
WinWeb No 
Workato No 
Zenskar No 
Zil Money No 
Zoho Invoice No 
Zoho Projects No 

Integrations

5X Yes 
Codeless Platforms BPA Platform Yes 
ComplYant Yes 
Dropbox Yes 
Happilee Yes 
Hector Yes 
Kapittx Yes 
Latenode Yes 
Magento Yes 
PEIMI Yes 
RegFox Yes 
Tax Garden Yes 
Thryv Yes 
WinWeb Yes 
Workato Yes 
Zenskar Yes 
Zil Money Yes 
Zoho Invoice Yes 
Zoho Projects Yes 

Pricing Details

$53 per month
Free Trial Yes 
Free Version No 

Pricing Details

$10.00/month
Free Trial Yes 
Free Version 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 

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 Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
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

InfoBiz Solutions

Founded

2002

Country

Australia

Website

www.infobizsolutions.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/us/books

Product Features

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 Yes 
Fee Calculation & Posting Yes 
Receipt Management Yes 
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 

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