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Average Ratings 5 Ratings

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features
design
support

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.

Description

Transform your practice with Optometry Cloud EHR and automated Practice Management, designed to reduce stress and help your business thrive. Enjoy annual savings and the freedom of no contracts, developed by optometrists for their peers. The iTrust system stands out as the most advanced, efficient, and affordable cloud-based EHR and Practice Management software available today! This comprehensive platform simplifies patient management while boosting office performance, ultimately saving you both time and resources. With an unbeatable price and all-inclusive features, transitioning to iTrust is effortless, allowing you to experience firsthand how it’s redefining industry standards and outpacing competitors. Access your secure account from any device—desktop, tablet, or smartphone—and seamlessly integrate real-time scheduling into your website, enabling patients to book appointments from anywhere. Plus, enjoy unlimited two-way patient communication, access to a patient portal, automated appointment reminders, one-year recall, order dispensing, and much more. You can also create detailed receipts and customize order forms to enhance sales and facilitate smooth transactions, making it a valuable addition to your practice.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$1895.00/one-time/user
Free Trial No 
Free Version No 

Pricing Details

$83.00 per month
Paid annually
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
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) Yes 
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

Golden Omega

Founded

1988

Country

United States

Website

www.goldenomega.net/trust-accounting-software/

Vendor Details

Company Name

iTRUST

Founded

2010

Country

United States

Website

itrust.io

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 

Product Features

Optometry

Appointment Management Yes 
Insurance Management Yes 
Inventory Management Yes 
Patient Records Yes 
Recall Tracking Yes 

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