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What is Winbiz?

Trustee Partners guarantee outstanding follow-up on your accounting through the innovative file-sharing features that Winbiz offers. Acting as resellers of Winbiz products and services, Winbiz Partners meet their clients' needs by providing a range of services, including software initiation, setup, and essential guidance for effective use of Winbiz. The expertise of Winbiz Specialists, who hold certifications that validate their proficiency with the software, empowers them to deliver thorough training and assistance. These specialists are adept at instructing users on Winbiz's advanced features and facilitating the installation and configuration of the program, ensuring a seamless experience right from the beginning. With their deep understanding of the software, Winbiz Specialists can tailor solutions to meet specific user requirements, enhancing the software's overall efficiency for each client. Their commitment to client satisfaction is further demonstrated by their ongoing support to maximize the benefits of Winbiz throughout its use.

What is TotalTrust?

TotalTrust is a comprehensive accounting software tailored for professionals like attorneys, accountants, and fiduciaries managing clients involved in estates, trusts, and guardianships. It features a visually appealing interface for fiduciary reports, prioritizing a logical and user-friendly experience. With its easy-to-navigate design and competitive pricing, TotalTrust is an outstanding choice for practitioners of any size. You can easily download the software and take advantage of a risk-free 30-day trial, allowing you to generate reports right away without any obligations or complicated paperwork. Specifically designed for Windows, this accounting system simplifies the process of creating necessary financial reports for various fiduciary responsibilities. Its core functionalities align with National Fiduciary Accounting Standards, accommodating the unique regulations regarding Capital Gains and Losses in Florida. Furthermore, TotalTrust enhances reporting capabilities with its customizable reports feature, which lets users set specific parameters and save templates for efficient future use, promoting a smoother workflow in managing accounting tasks. This flexibility is particularly beneficial for those who need to adapt reports to meet varying client needs.

Media

Media

Integrations Supported

PrestaShop

Integrations Supported

PrestaShop

API Availability

Has API

API Availability

Has API

Pricing Information

72 CHF/user
Free Trial Offered?
Free Version

Pricing Information

$349 one-time payment
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

FIDUCIAL WINBIZ SA

Date Founded

1992

Company Location

Switzerland

Company Website

www.winbiz.ch/en/winbiz

Company Facts

Organization Name

Exhibit One Software

Company Location

United States

Company Website

www.exhibitonesoftware.com

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor 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

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