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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 LeanLaw?

LeanLaw is a legal billing solution designed for law firms that operates seamlessly with QuickBooks Online, simplifying the management of a profitable mid-sized law firm for all participants. This software allows users to minimize the time spent on time tracking, trust accounting, and comprehensive billing, enabling them to focus more on generating billable hours and enhancing overall productivity. By streamlining these essential processes, LeanLaw helps firms operate more efficiently and effectively.

Media

Media

Integrations Supported

Integrations Supported

Confido Legal
Epona365
Gravity Payments
QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Has API

Pricing Information

$100 per month

Pricing Information

$40/month/user
Core: $40/month/user, billed annually ($50 month-to-month)

Pro: $55/month/user, billed annually ($65 month-to-month)

Complete: For firms seeking a
turn-key solution. Custom Quote.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Delta Data

Date Founded

1998

Company Location

United States

Company Website

www.deltadatatrust.com

Company Facts

Organization Name

LeanLaw

Date Founded

2014

Company Location

United States

Company Website

www.leanlaw.co

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

Law Firm Accounting

Not specified

Legal Billing

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

Legal Calendar

Case Defined Timekeepers
Completion Tracking

Legal Spend Management

Analytics / Reporting
Budgeting & Forecasting
Financial Controls
Invoice Review
Legal e-Billing

Legal Time Tracking

Not specified

Matter Management

Not specified

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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