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What is i-Trust?

i-Trust is a dedicated software solution for trust accounting, featuring a robust, audit-tested framework, detailed audit trails, and subsidiary ledgers. This application is specifically designed for the administration of client trust accounts and provides an automated client ledger that boasts an intuitive and efficient interface for overseeing an unlimited number of trust funds, a capability it has maintained since its inception in 1988. With a strong emphasis on automation and flexibility, it guarantees a comprehensive audit trail for all transactions carried out. Furthermore, the platform ensures stringent data integrity through sophisticated database maintenance tools, which are meticulously crafted to uphold and enhance trust accounting standards. Consequently, i-Trust serves as an invaluable asset for professionals aiming to optimize their trust account management practices. By leveraging this software, users can significantly reduce the time spent on manual processes while ensuring compliance with regulatory requirements.

What is Timworks?

Timworks distinguishes itself as the leading application for client support and communication, designed to streamline customer assistance while providing secure audit trails and unlimited access for clients. By seamlessly integrating with your preferred tools, Timworks significantly improves your workflow, enabling you to work both faster and more efficiently. You can quickly send invoices right from the chat to platforms such as Dext or HubDoc, making the process incredibly swift. Your clients' information is safeguarded with Timworks, which adheres to GDPR regulations, ensuring that you are always audit-ready while protecting sensitive data. Eliminate the hassle of endless email threads; our real-time communication feature showcases your dedication to clients and allows you to resolve their questions in a matter of seconds. Adding a colleague to specific client accounts can grant you some well-deserved breaks. Moreover, your clients will have access to an assistant powered by ChatGPT, capable of addressing their inquiries and questions, which can ultimately save you precious hours each week and boost overall productivity. With Timworks, both you and your clients can expect a notable increase in efficiency and satisfaction, paving the way for enhanced collaboration in the future. This innovative tool truly redefines how client interactions are managed and optimized.

Media

Media

Integrations Supported

AutoEntry
ChatGPT
Datamolino
Dext Commerce
Hubdoc
Slack
Xero

Integrations Supported

AutoEntry
ChatGPT
Datamolino
Dext Commerce
Hubdoc
Slack
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$1895.00/one-time/user
Free Trial Offered?
Free Version

Pricing Information

$63.84 per month
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

Golden Omega

Date Founded

1988

Company Location

United States

Company Website

www.goldenomega.net/trust-accounting-software/

Company Facts

Organization Name

Timworks

Company Location

United Kingdom

Company Website

www.timworks.com

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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

Categories and Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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