Top i-Trust Alternatives

Enjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.

Your organization can enhance its efficiency and structure significantly with our solutions. By utilizing customizable statements and generating detailed management reports, you can gain valuable insights into your operations. With Tabs3Pay, you are empowered to accept both credit card and ACH payments effortlessly. Additionally, the Platinum Edition offers mobile access to both Tabs3 and Tabs3Pay, ensuring flexibility for your team. This comprehensive system meets all accounting needs specific to law firms, allowing you to print financial statements, manage bill payments, reconcile bank accounts, oversee client trust accounts, and generate detailed financial reports seamlessly. An integrated electronic case file ensures that all critical information, including contacts, appointments, emails, and documents, is well-organized. As a result, your practice is now more streamlined than ever before. Furthermore, informative dashboards present easy-to-understand graphs that allow you to monitor collections, billings, and trust balances effectively. Clients also benefit from the convenience of paying their invoices online and depositing funds directly into Trust Accounting through Tabs3Pay, enhancing overall client satisfaction and engagement. This integrated approach not only simplifies processes but also promotes a more productive work environment.

The Axe Credit Portal, an advanced software solution for automating loan origination from axefinance, can be deployed either on-premises or through a cloud-based SaaS model. Established in 2004, axefinance specializes in providing credit management automation software to various financial institutions, including traditional and Islamic banks, aiming to enhance productivity and customer service across diverse client categories, including corporate, retail, and SMEs. As a reliable partner, axefinance collaborates with prestigious global financial entities like Societe Generale, Al Rajhi Bank, and First Abu Dhabi Bank. Users of the Axe Credit Portal benefit from improved profitability, heightened productivity, and elevated customer satisfaction, all while ensuring compliance with rapidly evolving regulations. This comprehensive solution not only streamlines processes but also empowers organizations to adapt swiftly to market changes and client needs.

PayProp serves as an automated solution for real estate professionals, offering a more efficient and robust alternative to conventional software providers and banking systems. Established in 2004, it emerged from a desire to address the disjointed nature, trust issues, and complexities associated with payments in the residential rental market. By leveraging GivenGain's platform, PayProp facilitates the automatic collection of rent from tenants while ensuring that commissions and payments to property owners, agents, and third parties are directly deposited into their bank accounts. This innovative platform not only streamlines processes but also significantly reduces administrative costs for each transaction. Utilizing cutting-edge technology, PayProp automates entire workflows, enabling property managers to efficiently collect and reconcile all financial transactions. Ultimately, PayProp represents a transformative advancement in the real estate industry's approach to payment management.

AbacusLaw understands that the legal and accounting fields are continuously evolving, which presents challenges for firms striving to maintain efficient operations. In response to these challenges, they have created the largest Technology-as-a-Service (TaaS) provider tailored specifically for the professional services industry, allowing legal and accounting experts to attain both prosperity and tranquility. Their holistic, intuitive platform is crafted to support a secure, cloud-based practice while remaining budget-friendly. This comprehensive offering includes hardware, software, and infrastructure that are accessible on a pay-as-you-go model, featuring essential services such as Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT. With this robust solution, firms are equipped with all the necessary tools to succeed in a highly competitive landscape. Additionally, AbacusLaw's commitment to innovation ensures that their clients are always ahead of the curve in a rapidly changing environment.

Soluno is a cloud-based solution designed specifically for law firms, enhancing their efficiency through comprehensive accounting and billing capabilities. With an intuitive suite of features for time and expense tracking, billing, accounting, and trust management, law firms can streamline their operations effectively. The platform's strong focus on trust accounting and billing, coupled with exceptional usability and top-notch customer support, empowers users to boost their productivity significantly. Additionally, Soluno provides complimentary data conversions from 14 leading industry solutions, making it easier for firms to transition to their software without any hassle. This commitment to support and functionality positions Soluno as a valuable tool for legal professionals seeking to optimize their business management processes.

Trust accounting is a specific form of bookkeeping that concentrates exclusively on the financial transactions associated with trusts. This practice requires a trustee to carefully record all incoming and outgoing funds that belong to others, maintaining separate ledger accounts for each individual from whom the money is received or for whom it is managed. Many countries have strict regulations regarding trust accounting, often requiring independent auditors to verify adherence to these laws. Since these regulations can change unexpectedly, it is vital to keep your accounting software updated to remain compliant, as failure to do so might threaten your business's viability. Moreover, the software must be designed with user experience in mind; a complicated interface can lead to unnecessary delays in mastering its functions. At Trustpak, we emphasize simplicity by providing all relevant information for each task directly on the main screen, which facilitates efficient operation. This thoughtful design not only conserves time but also significantly boosts the productivity of individuals managing trust accounts. Ensuring that users can navigate the system with ease is essential for fostering a smooth workflow in trust management.

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.

Customized workflows designed for law firms provide clarity on your responsibilities. By integrating seamlessly with leading legal technology platforms, you can save both time and resources while effectively managing your practice. This specialized software is developed for attorneys, allowing you to efficiently address all accounting needs within your firm. It removes the complications of redundant data entry through its connections with online banking and legal software solutions. Moving funds between your trust account and operating account becomes a straightforward process. The automatic Three-Way Reconciliations assist in ensuring compliance with state bar regulations concerning your trust account management. Moreover, client ledgers are automatically updated when any transactions occur in your trust account, significantly boosting accuracy. Built-in safeguards, such as restrictions against negative client balances, are included to help maintain compliance with state bar rules. Each reconciliation process produces Three-Way Trust Reconciliations automatically, simplifying compliance management further. This not only streamlines your financial operations but also grants you peace of mind, as you can be confident that all regulatory obligations are being effectively fulfilled. Overall, the comprehensive features of this system significantly enhance the financial oversight of your law firm.

This advanced trust accounting software is specifically designed to efficiently manage the financial records of a wide array of entities such as trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It streamlines the creation of trust accounts and provides thorough fund accounting documentation along with straightforward sub-fund accounting. By automating the management of recurring transactions, dividends, and price file imports, it significantly minimizes both time and effort required for financial oversight. The software also boasts customizable tax functionalities for Capital Gains Tax, VAT, and Income, as well as standard export options to aid in the completion of the SA900 forms. Furthermore, it integrates tools aimed at probate, estate management, and Court of Protection responsibilities, which enhances the handling of private client matters. Notably, it supports comprehensive foreign currency accounting, ensuring that all ledgers and balances are automatically recalibrated for precision. With capabilities accommodating multi-company, multi-funded, multi-currency, and multi-manager operations, this software is adept at serving a wide spectrum of accounting requirements across different industries. Its versatility and efficiency make it an indispensable tool for financial professionals managing diverse client portfolios.

NOBL signifies a revolutionary advancement in the realm of agency management systems, focusing on the management of daily operations associated with insurance trust accounts and guaranteeing the financial integrity of premiums, thereby setting itself apart from conventional systems. Through the implementation of sophisticated trust ledger accounting and pioneering outsourcing technology for trust accounts, NOBL enhances workflow efficiency and significantly elevates operational productivity for property and casualty (P&C) insurance agencies. Much like payroll services, agencies only need to provide their source documents, after which Paulmar, the appointed outsourcing partner, oversees the management of premiums from the transaction stage until they are fully distributed to the rightful beneficiaries. The adoption of NOBL is smooth and integrates effortlessly with both new accounts and renewals, ensuring that an agency's daily operations persist without disruption. This innovative technology is ready for immediate implementation and is poised to markedly enhance the efficacy of P&C independent agencies, transforming them into not only more productive entities but also markedly more efficient in their operational practices. Consequently, agencies can anticipate a significant overhaul in their financial management processes, which may lead to improved profitability and greater client satisfaction, as they adapt to an increasingly competitive market landscape. The potential for growth and optimization within these agencies could reshape their future success.

Dingosoft Trust Accounting is distinguished as the only prominent ERP trust accounting software currently on the market. Utilizing the Sage 300 Software Development Kit, it operates as a fully integrated module that includes all vital ERP functionalities. This advancement removes the need for multiple add-ons and specialized solutions, granting users a complete mainstream ERP accounting system with built-in trust accounting capabilities. Tailored specifically for law firms, accounting practices, real estate agencies, and other sectors that handle client funds in escrow, Dingosoft Trust Accounting proves to be an essential tool. It features a powerful multi-user and multi-currency Trust Ledger that effectively manages all types of transactions, such as receipts, payments, transfers, and adjustments. Additionally, its smooth integration with Sage 300 ERP Bank Services streamlines the reconciliation of trust bank accounts by enabling the easy import of statements for automatic reconciliation. As a result, Dingosoft Trust Accounting empowers firms to elevate their financial management processes while maintaining compliance and precision in accounting practices. In an increasingly complex financial landscape, this solution provides the stability and efficiency that professionals need to thrive.

Our robust and adaptable core system is meticulously crafted to effortlessly handle all crucial trust and fund accounting operations. In addition, we offer a comprehensive selection of add-on modules that enhance functionality, allowing you to customize it to meet your changing business requirements as you grow. We recommend a pay-per-module model, ensuring that your investments are solely directed towards what you genuinely need. As your business progresses, the flexibility to add more modules enables you to fine-tune your operations without disruption. Moreover, empower your clients by providing them with effortless online access to their accounts through an intuitive, browser-based client portal, ensuring they can connect whenever and wherever necessary. TNET Lite BackOffice is specifically designed for small businesses, startups, and emerging ventures, providing a reliable core system that aligns seamlessly with your unique needs and goals. This innovative solution allows you to navigate the intricacies of accounting with confidence, enabling you to concentrate on expanding your business and achieving your aspirations. Additionally, our commitment to ongoing support ensures you can leverage our system's full potential as you continue to grow and adapt.

When users log into MomentumTRUST, they are greeted by a dynamic dashboard that presents real-time insights into crucial metrics related to their investment portfolios. This carefully designed dashboard is intended to aid in effective daily planning. By seamlessly integrating with various trading platforms, it compiles information on transactions and pricing, providing users with instant valuations of their accounts. Additionally, the social networking component allows users to comment on a wide range of entities and track changes over time. The platform's integrated CRM+ system simplifies the management of interactions with prospects, clients, households, beneficiaries, grantors, and other relevant parties involved in trust management. Whether working from a traditional office or on the go, users can effortlessly manage and respond to client inquiries through MomentumTRUST’s analytical tools for portfolios. Furthermore, the platform boasts secure in-system scanning and document storage functionalities, enabling businesses to efficiently categorize and access files within a cloud-based environment, ensuring that all pertinent information is easily retrievable when necessary. This all-encompassing framework not only boosts productivity but also greatly enhances the level of service provided to clients. In essence, MomentumTRUST equips users with the tools to optimize their workflow and foster stronger client relationships.

Transform your legal practice by embracing an innovative and all-encompassing software solution that elevates your firm to unprecedented levels of efficiency. Utilize a comprehensive Matter Management tool that integrates smoothly with automated workflows, guaranteeing that every aspect of a case is documented and accessible in real time. Benefit from the ease of accessing detailed and up-to-date information regarding your firm’s performance, successes, and ongoing tasks, all available on a singular dashboard. Enhance your operational effectiveness with a fully integrated accounting system for both general and trust funds that emphasizes user-friendliness, allowing you to concentrate on maximizing your revenue. Navigate your law firm’s vast repository of knowledge with ease, supporting quick and uncomplicated search capabilities. With the option to filter, categorize, and analyze results based on various criteria, obtaining insights is simpler than ever before. Our tailored client onboarding process begins with a Needs Based Analysis to gain a deep understanding of your legal practice, ensuring we effectively address your unique requirements. By collaborating closely, we can develop customized solutions that resonate with your firm’s objectives and foster long-term growth and achievement. This partnership not only enhances your operational framework but also positions your firm to adapt to future challenges and opportunities with confidence.

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.

The Cheetah Wealth Management Platform brings together all essential wealth management tools into one easily accessible site. This intuitive design is a significant factor in attracting over 250 clients to our offerings. Cheetah Wealth Management seeks to revolutionize the conventional trust accounting framework by leveraging state-of-the-art technologies to develop a streamlined mobile solution specifically for the wealth management industry. We built Cheetah from the ground up using innovative technology to provide a solution that is scalable, flexible, and extensible for wealth management. Moreover, the Accutech Data Exchange (ADEX) delivers timely and accurate asset pricing along with market insights that are directly integrated into the platform. Our belief is that your data should be at your fingertips rather than locked away in a vault. The Cheetah API efficiently manages information requests, ensuring data is returned to the requesting system without any hiccups. It also processes incoming requests adeptly, allowing for the introduction of new information or updates to current records in the Cheetah database. By enhancing both accessibility and functionality, Cheetah is set to redefine what is expected in wealth management solutions, paving the way for greater efficiency and client satisfaction. In doing so, we aim to foster a more transparent and responsive financial environment.

Revolutionizing Advanced Accounting through Automation. This innovative platform streamlines tedious tasks, enabling professional accountants to concentrate on what truly matters: serving their clients. With features that support multiple currencies and companies, Eleven is designed for scalability, adept at handling large volumes of transactions. This capability empowers accountants to manage an increased number of clients effectively, thanks to several essential functionalities. Eleven facilitates real-time collaboration between clients and firms, allowing for swift responses to inquiries and seamless data and document sharing. By automating repetitive processes, it transforms documents into transactions, freeing accountants to prioritize high-value tasks and oversee their financial dealings. Users can easily upload batches of documents for automatic data extraction, which is sorted by journals and fiscal years. Moreover, even when conducting manual transactions, time savings can be realized by utilizing templates for journal or analytical entries, further enhancing efficiency. Consequently, this comprehensive platform not only improves productivity but also elevates the quality of client interactions.

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.

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.

At the heart of our extensive lineup of products and services is MAUI®, the cornerstone of our trust accounting platform. Crafted to streamline the responsibilities of trust professionals, MAUI boasts a user-friendly interface and robust, real-time reporting functions, which have made it a favored option among those in the trust industry aiming to boost their growth while effectively meeting client demands. We have meticulously developed a sophisticated trust accounting application since its inception and are continuously enhancing its features. By actively soliciting and integrating feedback from our users, we have added new modules that work seamlessly with the MAUI platform, providing a versatile and scalable solution customized to fulfill your clients’ unique requirements. Furthermore, our Infovisa Client Portal acts as a centralized online resource for both you and your clients, enabling them to customize their dashboards and obtain reports in ways that suit their individual preferences. Clients can also conveniently download statements via the portal, which results in substantial savings on printing and mailing expenses while significantly enhancing overall efficiency. This relentless dedication to innovation guarantees that our users are equipped with the most effective tools available, empowering them to excel in their roles. As we continue to evolve, we remain focused on ensuring that our platform not only meets but exceeds the expectations of trust professionals everywhere.

AccountAbly is a groundbreaking software-as-a-service platform designed to streamline the complex management of fiduciary accounts. By assisting fiduciaries in minimizing their liability while handling estates, guardianships, or trusts, it significantly enhances their operational effectiveness. The application cuts down expenses related to gathering vouchers, compiling data, and submitting it to courts and beneficiaries. This innovation is set to boost the efficiency of the Estate and Trust Legal System by simplifying the process of retrieving and presenting vouchers during legal inquiries. Additionally, AccountAbly fosters greater transparency, which in turn helps to build trust among beneficiaries in their fiduciaries, ultimately leading to a more reliable and accountable system. Through its comprehensive features, the application also aims to elevate the standard of fiduciary services provided, reinforcing the integrity of the entire fiduciary process.

Innovest's flagship solution, InnoTrust, transforms the operational landscape for trust companies, banks, private banks, retirement plan managers, and similar organizations by streamlining their accounting and reporting requirements related to trust assets, wealth management, and retirement accounts. Built with modern web services and API capabilities, our service allows for seamless integration with external software and in-house systems, all while ensuring that users can easily navigate and access customer information. InnoTrust features a comprehensive suite of portfolio management tools, including rebalancing options, trade blotters, trade order management, and detailed performance reporting. Furthermore, we provide complete principal, income, and tax lot accounting services, along with efficient cost basis tracking and an advanced Tax Reporting feature that automatically produces essential documents such as 1099s, 5498s, and tax worksheets. Our platform also comes equipped with functionalities for exception tracking, customizable Q&A sections, and follow-up tickler reminders, all aimed at optimizing user workflows and improving operational efficiency. In summary, InnoTrust not only enhances the management processes of financial institutions but also fosters a greater sense of control and transparency in overseeing trust and retirement accounts. By choosing InnoTrust, organizations position themselves at the forefront of innovative financial solutions.

FASTER Systems provides tailored software and support services for Court Accounting, Estate Tax, and Gift Tax, aimed at helping contemporary trust and estate professionals meet their compliance requirements effectively. Our cloud-based FASTER ASP Software is fully integrated and crafted specifically for industry professionals, allowing for the efficient management of court accounting and the preparation of estate and gift tax returns. Developed by industry specialists, this software is designed to cater to the distinct demands of those in the trust and estate field. In addition, FASTER Accounting Services delivers preparation support for court accounting and estate taxes to various entities, including law firms, accounting firms, trust companies, and banks, all on a fee-for-service basis. By utilizing our knowledgeable team, clients can optimize their resources and save valuable time while ensuring they adhere to local court regulations. With our sophisticated accounting platform, clients benefit from timely and efficient accounting preparations, requiring them only to submit their transaction histories and relevant documents for us to manage the rest. This all-encompassing strategy empowers professionals to concentrate on their primary duties while maintaining compliance and enhancing the efficiency of their accounting processes. Ultimately, FASTER Systems strives to revolutionize the way trust and estate professionals handle their accounting challenges.

Among the extensive range of software solutions offered by Dye & Durham, ESILAW emerges as a dependable resource embraced by numerous law firms across Canada for their accounting, billing, and practice management needs. As the leading provider of legal technology in Canada, Dye & Durham is dedicated to crafting and integrating tools that significantly boost law firm efficiency. ESILAW is meticulously crafted to enhance the variety of our product offerings, ensuring precise recording and management of every financial transaction. The software includes vital functionalities that law firms depend on for smooth operation, such as time and disbursement entry, trust accounting, and cost recovery capabilities, making it an ideal option for enhancing both productivity and profitability in legal practices. Furthermore, users can have peace of mind knowing their information is safeguarded through automated daily backups, disaster recovery strategies, and stringent security protocols maintained in a Canadian data center. Thanks to its cloud-based infrastructure, ESILAW offers scalable solutions that do away with the necessity for extensive IT resources or specialized support teams, allowing firms to prioritize their primary functions. In the end, ESILAW not only helps law firms optimize their operations but also drives them toward improved financial outcomes, positioning them for success in a competitive landscape.

The leading tax and accounting software in the industry enables you to optimize your accounting, tax preparation, and reporting tasks effectively, ultimately minimizing the likelihood of facing penalties and audits. Thomson Reuters ONESOURCE tax software keeps you informed about the latest developments in corporate tax and trade compliance, adapting to the ever-evolving landscape of state, federal, and international tax regulations. It enhances collaboration among departments and partners, ensuring that corporate tax compliance and trade compliance are maintained seamlessly, irrespective of your company's geographic presence. Moreover, ONESOURCE stands out as a premier provider in tax compliance and accounting decision-making, offering solutions that are designed to be accessible from various locations for efficient teamwork and information sharing. This flexibility allows users to swiftly transition between locations, ensuring uninterrupted operations. Additionally, the software is scalable to accommodate your company's growth, providing a long-term solution that evolves alongside your needs while being backed by trustworthy research and extensive global coverage. The software's user-friendly interface also contributes to a more intuitive experience for all users.

Nota is a no-cost, cloud-based platform specifically designed for solo attorneys and small law firms, developed with insights from legal practitioners. It offers a robust suite of features including three-way reconciliation, check printing options, and smooth integration with practice management, accounting, and payment systems, all focused on boosting your operational productivity. Nota ensures clear pricing and offers dedicated assistance from bankers who specifically cater to the needs of legal professionals. Users can effortlessly categorize and track their income and expenditures, which encompass payroll, rent, court fees, and client payments, thereby guaranteeing thorough financial management. Each transaction in your checking account can be meticulously assigned to particular categories for precise tracking. The era of clunky spreadsheets or ledgers for monitoring client balances is over. Furthermore, transactions within your IOLTA account can be directly associated with specific client matters, facilitating real-time reconciliation with exactitude. You can leverage Nota’s three-way reconciliation report to make this crucial process more efficient. The platform also allows for the convenience of printing checks directly from your IOLTA account to either your home or office printer, enhancing its user-friendly attributes. With Nota, the management of your law firm’s finances is more efficient and straightforward than ever before, making it an essential tool for modern legal practices. Its comprehensive features empower attorneys to focus more on their clients and less on financial administration.

Discover the ideal fusion of advanced technology and efficient trust accounting with our intuitive software solution. With real-time trust account bank feeds from over 30 Australian banks, the reconciliation process has never been simpler. Wave goodbye to the pressures of end-of-month tasks, as our easy-to-use method allows for seamless one-click completion, rendering tedious activities a distant memory. Benefit from secure cloud storage that provides you with the flexibility to access your reports and statements whenever and wherever you need them, removing any concerns related to computer backups. Our commitment to your success is unwavering, as we provide exceptional support even during weekends. At Resly, you can leverage a vast array of resources, including self-help guides, live chat, or phone support available every day of the week. Furthermore, Resly Connect enhances your operational efficiency with a robust channel manager interface that connects to more than 100 platforms and suppliers, such as industry giants like booking.com, Agoda, Expedia, and Airbnb, ensuring your business captures the broadest audience possible. This all-encompassing solution revolutionizes the management of both trust accounting and online reservations, providing a seamless experience that empowers your business to thrive. Ultimately, Resly is designed to simplify your workload while maximizing your potential for growth.

PerfectLaw®, recognized as the most comprehensive legal software solution, operates on a unified All-in-One® database that integrates all applications seamlessly. This unique setup allows users to input their data just once, granting immediate access across all applications while adhering to defined security protocols. The All-in-One® software significantly cuts down on expenses and the labor involved in installation, training, support, and ongoing maintenance. As a single vendor, PerfectLaw® delivers a complete suite of products tailored for law firms, making both usage and learning straightforward. Built on widely-used Microsoft technologies, including SQL Server and Exchange servers, our legal billing and case management software are acknowledged as industry-leading, reliable, and highly awarded for their excellence. We pride ourselves on delivering unparalleled products and top-notch service to our clients. However, we encourage you not to take our word for it; explore our offerings and see the difference for yourself.

Envision having all your client and case details consolidated in a single, user-friendly platform. This includes easy access to documents, emails, tasks, and billing activities. The Kanban boards, part of Rocket Matter's advanced Legal Project Management Platform, provide a clear visual representation of the status of all your cases. Designed for optimal efficiency, the application's user-friendly screens for expense and time tracking ensure smooth operations. Our various timers simplify the process of monitoring time spent on all matters. With the ability to perform batch billing and set customizable rules, you can finalize your monthly billing in just a few minutes. Rocket Matter also facilitates straightforward bulk and inline editing of invoices. In addition, the platform makes managing your trust accounts hassle-free. All documents can be systematically stored and organized according to matter and related case information, ensuring everything is easily accessible whenever needed. By centralizing these functionalities, Rocket Matter enhances your overall workflow and productivity.

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.

uLaw Practice is a comprehensive cloud-based software tailored for solo practitioners, paralegals, and small legal firms, developed by Superfluid Software. This innovative solution combines legal accounting, general accounting, and trust accounting with robust analytics tools and practice management functionalities in one cohesive platform. By utilizing uLaw Practice, legal professionals can enhance their productivity, gain better control over their operations, and achieve significant time and cost savings. Recognized as the top cloud software for five consecutive years by Canadian Lawyer magazine, uLaw masterfully merges intricate legal accounting capabilities with practice management into a streamlined interface. The software's integration with various payment solutions and any Canadian bank simplifies cash flow management, empowering your practice to analyze and improve both revenue and expenses effectively. Additionally, uLaw offers court form automation specific to your province, allowing users to download forms while automatically populating 90% of the necessary information, thereby reducing time and financial expenditures for your firm. Furthermore, uLaw includes native applications for Android and iOS, enabling effective management of docketing and analytics concerning downtime, ensuring that your practice remains efficient and responsive.

Actionstep serves as a comprehensive legal practice management solution tailored for ambitious law firms. With its adaptable and user-friendly software platform, Actionstep offers limitless opportunities to grow and refine your practice as a law firm. Designed in the cloud with workflow automation at its core, Actionstep enhances productivity for law firms at every phase. For over 15 years, we have dedicated ourselves to empowering legal professionals. As the pioneer of the world's first true cloud-based practice management system, we have witnessed our global clientele and team flourish, and we continue to push the boundaries of innovation. We hold a profound appreciation for the vital role lawyers play in shaping significant moments in our lives and businesses. We firmly believe that when lawyers establish efficient and contemporary practices, they are able to provide the highest quality service to their clients. Actionstep offers a fully customizable firm management system tailored specifically for law firms. Our software evolves with your needs, eliminating the necessity for you to adapt. Integrated workflows for legal processes, client management, and administrative tasks are embedded in our software, while automation is woven throughout all our features, ensuring that operations flow smoothly and minimizing the time dedicated to administrative duties. In this way, we help law firms focus more on what truly matters: their clients.

Pacer® provides an advanced multi-currency portfolio management system specifically designed for investment managers who operate on an international level, especially those managing high transaction volumes for both institutional and private clients globally. This platform offers a comprehensive and unified approach to managing securities, transactions, positions, cash flow, income, corporate actions, and detailed record-keeping. Thanks to its global multi-currency functionality, users can seamlessly track transactions and portfolios while reassessing them in any currency of their choice. Pacer efficiently simplifies and accelerates even the most intricate tasks associated with global portfolio accounting. Its thorough portfolio accounting guarantees that every facet of your operational requirements is fulfilled with a reliable solution. Users also gain real-time access to worldwide securities data through the SS&C-owned Securities Valuation Corporation (SVC). The powerful web-based reporting feature allows users to retrieve up-to-the-minute portfolio information from any location that has internet access. Furthermore, the system's architecture is crafted to be both economical and scalable, adapting to the changing demands of investment management. Therefore, Pacer® emerges as an indispensable resource for improving both efficiency and precision in portfolio management across various global markets. Its innovative features and user-friendly interface make it an essential choice for investment professionals looking to enhance their operational capabilities.

Mortgage+Care, developed by Consulting Plus, caters to a diverse range of clients including small, medium, and large commercial lenders, nonprofits, banks, and various economic development organizations. This software solution is offered both as a cloud-based platform and an on-premise installation. It streamlines the lending process, enabling users to handle various loan types such as term loans, lines of credit, interest-only options, amortized loans, and fixed or step-rate loans efficiently. Among its primary features are loan servicing, loan origination, trust accounting, support for investors, collections, comprehensive fund management, and detailed reporting capabilities. Additionally, Mortgage+Care enhances operational efficiency by integrating automated workflows that save time and reduce errors in the lending process.

Investing in proprietary systems may seem appealing, but the latest Microsoft ERP offers superior, best-in-class capabilities in financial accounting, banking, security, and technology. Elysys taps into the extensive features and scalability provided by Microsoft Dynamics 365 Business Central, creating a significant competitive advantage through the development of tailored treasury management solutions. With automated processes for capital and interest transactions, accrued interest entries, and forex revaluation adjustments, all operations are conducted in accordance with IFRS or GAAP standards, leveraging customizable accounting rules. Furthermore, loan transactions are efficiently channeled to back-office systems, integrating seamlessly with all accounting ledgers and sub-ledgers for optimal coherence. Users benefit from the ability to generate both spontaneous and routine reports, such as loan simulation reports, schedules, statements, and redemption documents, which facilitate thorough financial management. This high level of integration not only improves operational efficiency but also significantly strengthens decision-making capabilities for organizations, allowing them to respond swiftly to changing financial landscapes. Ultimately, leveraging the capabilities of Microsoft Dynamics 365 Business Central positions businesses for sustained growth and adaptability.

For more than 25 years, Brief Accounting has stood out as the premier billing solution for legal professionals utilizing Mac systems. Renowned for its outstanding software and unmatched technical support, Brief Legal Software serves a wide array of clients, from individual lawyers to large legal firms. Acting as a complete billing and accounting tool, Brief Accounting is designed to address a variety of specific requirements within the legal sector. It features specialized modules for Billing, Trust Accounting, and Office Accounting, all interconnected to help eliminate duplicate data entries and minimize errors. Users can opt to purchase each module separately, enabling them to choose only the functionalities that best suit their practices. The Brief Billing module effectively handles essential tasks such as slip entry, generating prebills, adjusting slips, finalizing invoices, and tracking accounts receivable, facilitating efficient financial management for law offices. Its adaptability and seamless integration further enhance its value, making it an indispensable resource for any legal practice. Moreover, the user-friendly design ensures that even those with minimal tech experience can navigate the software with ease.

Pulse Reminders enables you to create a reliable reminder system, allowing you to concentrate on other important tasks without the stress of forgetting responsibilities. This forward-thinking solution removes the possibility of neglecting crucial follow-ups with leads or past borrowers, guaranteeing that everything stays on track. By utilizing automated email and text notifications, Pulse empowers you and your team to effectively handle leads, speed up loan closures, and cultivate enduring relationships with previous clients. Embrace a more structured and efficient workflow while bidding farewell to the worry of forgetfulness. With Pulse, you can transform how you manage your time and ensure that every important task is addressed promptly.

CosmoLex recognizes that both efficiency and adherence to regulations are crucial for the longevity of a law firm, a sentiment shared by every legal professional. This platform provides a comprehensive and user-friendly practice management solution, enabling users to seamlessly oversee billing, practice activities, and financial accounting all within one cohesive system. In doing so, CosmoLex streamlines operations, allowing lawyers to focus more on their clients and less on administrative burdens.

EzyRez is a robust software tool designed for reservations, trust accounting, and property management, specifically created to meet the complex needs of contemporary property managers. It includes tailored modules for diverse sectors such as management rights, motels, serviced apartments, real estate, holiday property management, hotels, backpackers, B&Bs, and marinas, allowing it to serve a wide variety of property types effectively. As it marks its 16th anniversary, EzyRez is extensively used throughout Australia and New Zealand, and is celebrated for its steadfast commitment to customer service, supported by a dedicated professional team and continuous product improvements. In addition, the software facilitates integrations with SMS marketing, Microsoft Outlook, and Word, ensuring smooth operations. Collaborations with platforms like EzyChannel, SiteMinder, and Levart further bolster its functionality, while features such as EzyRez Online, TripAdvisor TripConnect, and Google Hotel Price Ads empower users to enhance their property’s visibility and streamline booking processes. This comprehensive strategy not only positions EzyRez as a frontrunner in the property management software field but also allows it to consistently evolve alongside the changing demands of its clientele. Consequently, property managers can rely on EzyRez to provide innovative solutions that simplify their operations and improve overall efficiency.

LEAP enhances efficiency and conserves time in legal practices. It also minimizes clerical mistakes during the creation of forms, motions, and various case documents. With its unified platform, LEAP provides real-time updates across all departments, effectively lowering overhead costs and simplifying IT management for law firms. By reducing administrative effort and human error, you can swiftly generate legal documents, gaining the advantage of a mobile office environment. This flexibility empowers you to work from any location, regardless of internet access. By centralizing all essential business tools in one location, you can significantly boost productivity. The platform facilitates secure online collaboration with clients and colleagues on documents and case files. Furthermore, it enables automatic tracking of time spent on client calls while allowing seamless access to documents, clients, and cases with a single sign-on across all devices. LEAP's capabilities allow you to create, store, organize, track, and share legal documents efficiently, paving the way for a fully paperless law office. Such transformation not only improves organization but also enhances client service and responsiveness.

Zoho Books stands out as a premier web-based accounting solution tailored specifically for small enterprises. This platform is meticulously crafted to assist users in managing their finances, ensuring they are prepared for tax season, streamlining business workflows, and facilitating collaboration among various departments. With a plethora of valuable features, users can easily generate detailed financial reports and stay informed about their Sales Tax obligations. As an online accounting tool, Zoho Books simplifies the management of an organization’s financial activities. Its offerings include functionalities for creating invoices, tracking expenses, managing purchase orders, overseeing sales and purchases, maintaining contact information, and monitoring project time. Additionally, businesses can automate routine tasks such as sending billing reminders, processing invoices, initiating auto-charges, and expressing gratitude through thank-you notes. Furthermore, Zoho Books empowers users to maintain real-time inventory tracking, enhancing operational efficiency and decision-making processes. Overall, it provides a comprehensive suite of tools that support effective financial management for small business owners.

MYOB Business is a comprehensive cloud-based software solution designed to improve the financial and operational capabilities of small to medium-sized enterprises (SMEs). This platform includes a wide range of features such as invoicing, expense tracking, payroll management, inventory control, and adherence to tax compliance. With its real-time financial reporting and user-friendly dashboards, MYOB Business provides business owners with essential insights needed for informed decision-making. The software also supports seamless integration with various banking platforms, payment gateways, and other business tools, which enhances automation and reduces manual tasks. Known for its flexibility, MYOB Business adapts to the changing demands of growing companies by offering diverse pricing models and customizable features suited for different industries. Additionally, its intuitive interface allows even users with minimal accounting knowledge to navigate the system effectively, ensuring accessibility for a broad range of users. This combination of functionality and ease of use makes MYOB Business a valuable resource for enterprises looking to thrive in a competitive environment.

Discover a powerful rules engine tailored to meet the varied billing needs of your firm’s discerning clientele, equipping billing and finance professionals with essential tools while guaranteeing secure access and control. Let us support you in leveraging your strengths to negotiate unique and competitive investment management contracts. Our all-encompassing invoicing solution is designed to generate one of the most crucial documents that clients interact with. By producing clear and accurate invoices, you can improve cash collection processes while also boosting customer satisfaction at the same time. Give your marketing team the freedom to create visually striking invoices, moving past the era of dull fee statements that once filled your office. Transform your revenue management and collection strategies into a global system capable of calculating fees and journal entries in any currency, facilitating effortless transactions across international borders. This innovative platform ensures you are prepared to meet the changing demands of your clients and sustain a competitive advantage in the industry. With these enhancements, your firm is positioned not only for better financial outcomes but also for long-lasting client relationships.

A comprehensive software solution for overseeing various kinds of fund administration, such as mortgage pools and fund management, is available. It accommodates both equity shares and debt instruments. The platform offers adaptable and effective reporting alongside payment distribution capabilities, making it ideal for mortgage pools, crowdfunding initiatives, and partnerships. Shareholders can receive payments through checks or electronically via ACH/EFT, with options for reinvestment or cash withdrawal. This all-inclusive tool is designed to meet the requirements of U.S. Reg. D 506 Private Offerings (U.S. Investment Funds) and Canadian MICs. Our software is engineered to elevate the performance of your fund to new heights!

IncomeGenius®, our cutting-edge software for automating income evaluations, guarantees that you have accurate income data precisely when you require it—right at the early stages of interactions with borrowers during the application process. It collects and centralizes income documentation provided by the borrower, acting as your ultimate reference for information, thereby delivering a cohesive and precise view of the financial data. This efficiency significantly supports originators and processors in determining income at the outset of the loan process. Consequently, they can attain dependable income insights, which enhances the borrower's experience at this crucial moment in their engagement with lenders. Furthermore, IncomeGenius® includes a cash flow analysis (CFA) feature while ensuring a clear audit trail, making it easy to review the calculations performed. By automating the income calculation process, IncomeGenius® not only speeds up loan cycles but also improves pull-through rates, benefiting both lenders and borrowers in the long run. This software is crafted to optimize the entire income assessment workflow, ensuring a more seamless and efficient experience for everyone involved, and ultimately fostering stronger relationships between borrowers and lenders.

Surefire CRM, developed by Top of Mind Networks, stands as the leading marketing automation and creative content platform specifically designed for the mortgage sector. This innovative solution empowers mortgage professionals, ranging from solo agents to large corporate lenders, to attract new clients, secure repeat business, and generate referrals. By utilizing user-friendly workflows and award-winning content, these professionals can easily nurture and enhance their emotional connections with clients. Available services include: - Automated SMS and email marketing - Efficient lead distribution and management - Tailored video marketing solutions - Access to a curated library filled with award-winning content - Integration capabilities with various LOS/POS and PPE software systems - Plus a wide array of additional features designed to optimize marketing efforts. With such comprehensive tools at their disposal, mortgage professionals can elevate their marketing strategies and achieve greater success in their endeavors.

A comprehensive software solution designed for both loan origination and servicing needs, this platform facilitates invoicing, loan accounting, and billing processes seamlessly. It supports payment processing, including checks and ACH transactions for participants and investors, while also offering features for managing mortgage pools and funds. LOAN SERVICING SOFT enhances your operational efficiency in loan servicing, allowing for greater lending capabilities with its user-friendly, adaptable, and scalable design. This versatile software accommodates a wide range of lending models, from private and hard money loans to conventional residential and commercial real estate financing. Additionally, it automates billing processes, streamlines workflows, and provides effective task management tools. Overall, this software empowers lending institutions to operate more effectively and respond to their clients' needs swiftly.

LendingPad delivers an extensive range of functionalities, featuring a powerful CRM, digital loan documentation, streamlined document management, a pricing and eligibility engine, warehouse oversight, and capabilities for managing institutional investor transactions. The platform is crafted with intuitive interfaces that facilitate the rapid review of vital loan information. It supports concurrent user processing and provides real-time alerts, which allows multiple files to be updated simultaneously. By leveraging electronic loan files in conjunction with integrated document management, it significantly enhances workflow efficiency. Moreover, LendingPad offers various integration options with different vendors and lenders, effectively minimizing system redundancies. It is equipped to handle secondary market activities, funding processes, and post-closing operations, enabling unlimited user collaboration without hindrance. The platform also encompasses banking functionalities and warehouse operations while managing third-party channels, effectively overseeing comprehensive secondary processes with institutional investors. Its superior enterprise API ensures that data exchange remains both synchronous and adaptable, significantly boosting overall operational productivity. Additionally, the single sign-on functionality empowers clients, serving as a seamless extension of their existing back-office teams, which guarantees an efficient integration into their routine operations. Ultimately, LendingPad is designed to enhance the mortgage lending experience through its innovative features and user-centric approach.

Mortgage Servicer® is a user-friendly software solution crafted to enhance the efficiency of residential servicing operations, encompassing tasks like payment processing, investor reporting, escrow oversight, custodial accounting, documentation, and report creation, among other functions. Flexibility is crucial for loan servicers navigating complex financial transactions, which is why FICS® has introduced a broad range of tools designed to simplify the posting of diverse payments and fees. The platform guarantees that payment processing is not only rapid but also uncomplicated and accurate. Users experience unmatched automation in escrow management, distinguishing Mortgage Servicer® from competing servicing solutions. The software skillfully addresses previously daunting challenges, including irregular due dates and differing payment intervals, effortlessly. Additionally, Mortgage Servicer® provides cutting-edge and flexible tools for investor accounting, enabling the creation of numerous reporting groups customized for individual security holders or participants, significantly boosting operational efficiency. This all-encompassing array of capabilities establishes Mortgage Servicer® as a frontrunner in the mortgage servicing sector, making it an indispensable tool for modern financial management. Ultimately, the combination of its advanced features and user-centric design makes it a vital asset for any mortgage servicing operation.