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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 Case Master Pro?

Case Master Pro is a comprehensive legal management tool designed to support debt collectors and law firms in efficiently handling their case files and financial processes. The software provides a centralized database for lawyers to securely store vital documents, assign specific tasks to team members, and monitor case files that contain details about adversaries, accounts, litigation, or judgments. Among its essential features are bookkeeping, scheduling, and the ability to print checks. Additionally, it encompasses invoicing, transaction management, and account reconciliation to streamline financial operations. Administrators benefit from customizable security settings and the ability to generate reports, providing valuable insights into organizational performance. Furthermore, the platform includes a self-service portal, empowering clients to access relevant documents, images, and claims related to their individual cases online, enhancing overall communication and efficiency. This functionality not only fosters transparency but also strengthens the client-lawyer relationship by keeping clients informed about their case progress.

Media

Media

Integrations Supported

Integrations Supported

CardConnect
Docusign
Google Drive
Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Sage Accounting

API Availability

API Availability

Pricing Information

$100 per month

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

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

CMPOnline

Date Founded

1998

Company Location

United States

Company Website

www.casemasterpro.com/free-demo/

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

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Law Practice Management

Billing & Invoicing
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Not specified

Legal Time Tracking

Not specified

Litigation Management

Not specified

Personal Injury Law

Not specified

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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