Class Trust Overview

Class Trust is a trust accounting software designed to help legal and financial professionals manage trust accounts with accuracy and compliance. The platform provides tools for tracking transactions, generating statements, and managing client funds in accordance with regulatory standards. Class Trust’s automated workflows reduce manual errors, and its reporting features offer insights into account balances, client statements, and transaction histories. The software’s secure, centralized environment ensures data privacy and supports audits by maintaining detailed records of all transactions. Ideal for law firms and financial advisors, Class Trust simplifies trust account management, enhances compliance, and promotes transparency in client fund management.

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Contact Details

  • Vendor Name Class
  • Founded
  • Location Australia

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Outsourcing/Offshoring

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Class Trust Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Case Management
  • Arrow Icon Asset Accounting
  • Arrow Icon Check Writing
  • Arrow Icon Workflow Management
  • Arrow Icon Accrual Accounting
  • Arrow Icon Invoice Management
  • Arrow Icon Task Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Compliance Management
  • Arrow Icon Accounting
  • Arrow Icon Electronic Payments
  • Arrow Icon Data Import/Export
  • Arrow Icon Tax Management
  • Arrow Icon Cross Ledger Posting
  • Arrow Icon Customer Statements
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon General Ledger
  • Arrow Icon Contact Management
  • Arrow Icon Fee Calculation & Posting
  • Arrow Icon Receipt Management
  • Arrow Icon Document Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Trust Accounting

Class Trust Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • AUD ($) AUD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Class Trust FAQs

Class Trust is a trust accounting software designed to help legal and financial professionals manage trust accounts with accuracy and compliance. The platform provides tools for tracking transactions, generating statements, and managing client funds in accordance with regulatory standards. Class Trust’s automated workflows reduce manual errors, and its reporting features offer insights into account balances, client statements, and transaction histories. The software’s secure, centralized environment ensures data privacy and supports audits by maintaining detailed records of all transactions. Ideal for law firms and financial advisors, Class Trust simplifies trust account management, enhances compliance, and promotes transparency in client fund management.

  • No, Class Trust does not offer a free version.

  • Yes, Class Trust offers a free trial.

  • No, Credit Card details are not required for the Class Trust trial.

  • No, Class Trust does not offer an API.

  • Class Trust supports the following languages:
    • English

  • Following are the typical users of the Class Trust:
    • Self-Employed , Small-Business , Midsize-Business

  • Class Trust supports the following deployment:
    • Cloud Hosted

  • Class Trust supports the following devices and operating systems:
    • Web-Based