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What is Trust Accountant Cloud?

Trust Accountant, created by Delta Data, is an all-in-one fiduciary accounting software that simplifies the financial administration of estates, trusts, guardianships, and investment portfolios, prioritizing both security and dependability. This extensive solution includes a diverse range of functionalities such as cash sweep, pooled fund accounting, accrual accounts, dual authentication, encrypted sessions, tax code modifications, income tax reporting, asset gain and loss tracking, and security pricing, alongside various additional features aimed at improving user experience. With its ability to provide real-time capabilities, Trust Accountant enables users to manage their financial duties effectively and with assurance, making it a valuable tool for financial professionals. Furthermore, its user-friendly interface ensures that even those without extensive accounting knowledge can navigate the software with ease.

What is AccountAbly?

AccountAbly is a groundbreaking software-as-a-service platform designed to streamline the complex management of fiduciary accounts. By assisting fiduciaries in minimizing their liability while handling estates, guardianships, or trusts, it significantly enhances their operational effectiveness. The application cuts down expenses related to gathering vouchers, compiling data, and submitting it to courts and beneficiaries. This innovation is set to boost the efficiency of the Estate and Trust Legal System by simplifying the process of retrieving and presenting vouchers during legal inquiries. Additionally, AccountAbly fosters greater transparency, which in turn helps to build trust among beneficiaries in their fiduciaries, ultimately leading to a more reliable and accountable system. Through its comprehensive features, the application also aims to elevate the standard of fiduciary services provided, reinforcing the integrity of the entire fiduciary process.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$100 per month
Free Trial Offered?
Free Version

Pricing Information

$9.99 per month
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

Delta Data

Date Founded

1998

Company Location

United States

Company Website

www.deltadatatrust.com

Company Facts

Organization Name

AccountAbly

Date Founded

2022

Company Location

Canada

Company Website

accountably.app/

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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