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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 Brief Accounting?

For more than 25 years, Brief Accounting has stood out as the premier billing solution for legal professionals utilizing Mac systems. Renowned for its outstanding software and unmatched technical support, Brief Legal Software serves a wide array of clients, from individual lawyers to large legal firms. Acting as a complete billing and accounting tool, Brief Accounting is designed to address a variety of specific requirements within the legal sector. It features specialized modules for Billing, Trust Accounting, and Office Accounting, all interconnected to help eliminate duplicate data entries and minimize errors. Users can opt to purchase each module separately, enabling them to choose only the functionalities that best suit their practices. The Brief Billing module effectively handles essential tasks such as slip entry, generating prebills, adjusting slips, finalizing invoices, and tracking accounts receivable, facilitating efficient financial management for law offices. Its adaptability and seamless integration further enhance its value, making it an indispensable resource for any legal practice. Moreover, the user-friendly design ensures that even those with minimal tech experience can navigate the software with ease.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$100 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Mac

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Online Training

Company Facts

Organization Name

Delta Data

Date Founded

1998

Company Location

United States

Company Website

www.deltadatatrust.com

Company Facts

Organization Name

Brief Legal Software

Company Location

Canada

Company Website

www.brieflegal.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
Tax Management

Categories and Features

Legal Billing

Accounting Management
Calendar Management
Client Portal
Time Tracking

Legal Time Tracking

Not specified

Trust Accounting

Activity Tracking
Fee Calculation & Posting
Receipt Management
Tax Management

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