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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 MAUI?

At the heart of our extensive lineup of products and services is MAUI®, the cornerstone of our trust accounting platform. Crafted to streamline the responsibilities of trust professionals, MAUI boasts a user-friendly interface and robust, real-time reporting functions, which have made it a favored option among those in the trust industry aiming to boost their growth while effectively meeting client demands. We have meticulously developed a sophisticated trust accounting application since its inception and are continuously enhancing its features. By actively soliciting and integrating feedback from our users, we have added new modules that work seamlessly with the MAUI platform, providing a versatile and scalable solution customized to fulfill your clients’ unique requirements. Furthermore, our Infovisa Client Portal acts as a centralized online resource for both you and your clients, enabling them to customize their dashboards and obtain reports in ways that suit their individual preferences. Clients can also conveniently download statements via the portal, which results in substantial savings on printing and mailing expenses while significantly enhancing overall efficiency. This relentless dedication to innovation guarantees that our users are equipped with the most effective tools available, empowering them to excel in their roles. As we continue to evolve, we remain focused on ensuring that our platform not only meets but exceeds the expectations of trust professionals everywhere.

Media

Media

Integrations Supported

MoneyGuide

Integrations Supported

MoneyGuide

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

Infovisa

Date Founded

1992

Company Location

United States

Company Website

www.infovisa.com/maui

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

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

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