Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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
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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