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What is TotalTrust?

TotalTrust is a comprehensive accounting software tailored for professionals like attorneys, accountants, and fiduciaries managing clients involved in estates, trusts, and guardianships. It features a visually appealing interface for fiduciary reports, prioritizing a logical and user-friendly experience. With its easy-to-navigate design and competitive pricing, TotalTrust is an outstanding choice for practitioners of any size. You can easily download the software and take advantage of a risk-free 30-day trial, allowing you to generate reports right away without any obligations or complicated paperwork. Specifically designed for Windows, this accounting system simplifies the process of creating necessary financial reports for various fiduciary responsibilities. Its core functionalities align with National Fiduciary Accounting Standards, accommodating the unique regulations regarding Capital Gains and Losses in Florida. Furthermore, TotalTrust enhances reporting capabilities with its customizable reports feature, which lets users set specific parameters and save templates for efficient future use, promoting a smoother workflow in managing accounting tasks. This flexibility is particularly beneficial for those who need to adapt reports to meet varying client needs.

What is Accounto?

Revolutionize your document management and elevate client relations to focus your consulting initiatives. By utilizing integrated accounting solutions, you can work closely with your advisor, freeing up more time for your core business operations. Accounto greatly simplifies the relationship between small and medium-sized enterprises (SMEs) and trust firms, allowing SMEs to easily upload receipts to the platform, where documents are automatically categorized and processed. Both SMEs and advisors enjoy round-the-clock access to these files, fostering seamless collaboration through an intuitive platform that guarantees all information is stored in compliance with audit standards. Our state-of-the-art software solutions aim to demystify complex processes and transition the fiduciary industry into a modern digital landscape. We improve the efficiency and effectiveness of current operations and promote better cooperation, ultimately equipping advisors for future challenges while enabling SMEs to focus on what truly matters for their business. Administrative tasks are executed promptly, with automatic identification of all paperwork, significantly lightening the burden for users. This forward-thinking methodology not only streamlines workflows but also empowers organizations to succeed in a rapidly evolving digital world, ensuring they remain competitive and adaptable. By harnessing these advanced tools, businesses can position themselves for sustained growth and innovation.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$349 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Exhibit One Software

Company Location

United States

Company Website

www.exhibitonesoftware.com

Company Facts

Organization Name

Accounto

Company Location

Switzerland

Company Website

accounto.ch/en/

Categories and Features

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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