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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 Thomson Reuters ONESOURCE?

The leading tax and accounting software in the industry enables you to optimize your accounting, tax preparation, and reporting tasks effectively, ultimately minimizing the likelihood of facing penalties and audits. Thomson Reuters ONESOURCE tax software keeps you informed about the latest developments in corporate tax and trade compliance, adapting to the ever-evolving landscape of state, federal, and international tax regulations. It enhances collaboration among departments and partners, ensuring that corporate tax compliance and trade compliance are maintained seamlessly, irrespective of your company's geographic presence. Moreover, ONESOURCE stands out as a premier provider in tax compliance and accounting decision-making, offering solutions that are designed to be accessible from various locations for efficient teamwork and information sharing. This flexibility allows users to swiftly transition between locations, ensuring uninterrupted operations. Additionally, the software is scalable to accommodate your company's growth, providing a long-term solution that evolves alongside your needs while being backed by trustworthy research and extensive global coverage. The software's user-friendly interface also contributes to a more intuitive experience for all users.

Media

Media

Integrations Supported

Archive360
BillingPlatform
Bottomline Paymode
EmpoweredESG
EmpoweredNEXT
Exegy SMDS
Gotransverse
IDmission
SAP Store
SOFTRAX Revenue Management System
Teamstack

Integrations Supported

Archive360
BillingPlatform
Bottomline Paymode
EmpoweredESG
EmpoweredNEXT
Exegy SMDS
Gotransverse
IDmission
SAP Store
SOFTRAX Revenue Management System
Teamstack

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

Thomson Reuters

Date Founded

1934

Company Location

Canada

Company Website

tax.thomsonreuters.com

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

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

Sales Tax

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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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