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What is Troika Accounting?

This advanced trust accounting software is specifically designed to efficiently manage the financial records of a wide array of entities such as trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It streamlines the creation of trust accounts and provides thorough fund accounting documentation along with straightforward sub-fund accounting. By automating the management of recurring transactions, dividends, and price file imports, it significantly minimizes both time and effort required for financial oversight. The software also boasts customizable tax functionalities for Capital Gains Tax, VAT, and Income, as well as standard export options to aid in the completion of the SA900 forms. Furthermore, it integrates tools aimed at probate, estate management, and Court of Protection responsibilities, which enhances the handling of private client matters. Notably, it supports comprehensive foreign currency accounting, ensuring that all ledgers and balances are automatically recalibrated for precision. With capabilities accommodating multi-company, multi-funded, multi-currency, and multi-manager operations, this software is adept at serving a wide spectrum of accounting requirements across different industries. Its versatility and efficiency make it an indispensable tool for financial professionals managing diverse client portfolios.

What is Dingosoft Trust Accounting?

Dingosoft Trust Accounting is distinguished as the only prominent ERP trust accounting software currently on the market. Utilizing the Sage 300 Software Development Kit, it operates as a fully integrated module that includes all vital ERP functionalities. This advancement removes the need for multiple add-ons and specialized solutions, granting users a complete mainstream ERP accounting system with built-in trust accounting capabilities. Tailored specifically for law firms, accounting practices, real estate agencies, and other sectors that handle client funds in escrow, Dingosoft Trust Accounting proves to be an essential tool. It features a powerful multi-user and multi-currency Trust Ledger that effectively manages all types of transactions, such as receipts, payments, transfers, and adjustments. Additionally, its smooth integration with Sage 300 ERP Bank Services streamlines the reconciliation of trust bank accounts by enabling the easy import of statements for automatic reconciliation. As a result, Dingosoft Trust Accounting empowers firms to elevate their financial management processes while maintaining compliance and precision in accounting practices. In an increasingly complex financial landscape, this solution provides the stability and efficiency that professionals need to thrive.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

thewealthworks

Date Founded

1995

Company Location

United Kingdom

Company Website

thewealthworks.com/troika-trust-accounting/

Company Facts

Organization Name

Dingosoft

Date Founded

1999

Company Location

Australia

Company Website

www.dingosoft.co

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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