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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 PerfectLaw?

PerfectLaw® offers law firms a fully integrated practice management system that brings together case management, time and billing, accounting, and document control in one centralized database. Whether hosted on-site or in the cloud, the platform also provides a secure web-based option, giving users the flexibility to work from anywhere. Its key tools—such as matter tracking, automated billing, workflow management, and mobile access—enable attorneys and staff to operate more productively. By streamlining processes, firms achieve faster billing turnaround, stronger cash flow, and measurable financial returns. Built-in integration ensures the system delivers consistent performance, easy scalability, and long-term proven value.

Media

Media

Integrations Supported

Integrations Supported

Adobe Acrobat
Microsoft 365
Microsoft Excel
Microsoft Word

API Availability

API Availability

Pricing Information

$100 per month

Pricing Information

PerfectLaw® offers flexible pricing tailored to each firm’s unique needs. Because every law firm differs in size, practice areas, workflows, and deployment preferences, all pricing is provided upon request. This approach ensures firms pay only for what they truly need, whether selecting on-premises, cloud, or browser-based deployment, and whether emphasizing practice management, billing, or full back-office integration. PerfectLaw’s pricing model accounts for variables such as user count, data conversion, training, and ongoing support, making it highly adaptable. By customizing solutions, PerfectLaw maximizes return on investment while delivering a system that scales with the firm’s growth. Firms can expect a solution that is both cost-efficient and performance-driven.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
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

Executive Data Systems

Date Founded

1979

Company Location

United States

Company Website

www.perfectlaw.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

Family Law

Not specified

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict 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 Calendar

Case Defined Timekeepers
Completion Tracking
Conflict Management
Multi-Office
Reminders
Rules-Based Scheduling
Staff Calendar
Status Tracking
Task Management

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Legal Time Tracking

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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