TotalTrust Overview

TotalTrust is an advanced trust accounting software designed to simplify financial management for law firms, fiduciaries, and financial institutions. This software streamlines the management of trust accounts, ensuring compliance with legal and regulatory requirements. Users can effortlessly track deposits, withdrawals, and interest calculations, all while maintaining accurate records for audits. TotalTrust features robust reporting capabilities, allowing users to generate detailed financial statements and track account balances in real-time. Its user-friendly interface ensures that users can navigate the system with ease, reducing the learning curve for new users. With built-in security measures to protect sensitive financial data, TotalTrust instills confidence in users while providing peace of mind. By utilizing this trust accounting software, organizations can enhance their financial operations, improve accountability, and ensure compliance with trust management standards.

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Contact Details

  • Vendor Name Exhibit One Software
  • Founded
  • Location United States

Support

  • Chat Chat

Training

  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

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

Languages Supported

English


Industries

Banking

TotalTrust 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

TotalTrust Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$349 Per Feature

TotalTrust FAQs

TotalTrust is an advanced trust accounting software designed to simplify financial management for law firms, fiduciaries, and financial institutions. This software streamlines the management of trust accounts, ensuring compliance with legal and regulatory requirements. Users can effortlessly track deposits, withdrawals, and interest calculations, all while maintaining accurate records for audits. TotalTrust features robust reporting capabilities, allowing users to generate detailed financial statements and track account balances in real-time. Its user-friendly interface ensures that users can navigate the system with ease, reducing the learning curve for new users. With built-in security measures to protect sensitive financial data, TotalTrust instills confidence in users while providing peace of mind. By utilizing this trust accounting software, organizations can enhance their financial operations, improve accountability, and ensure compliance with trust management standards.

  • No, TotalTrust does not offer a free version.

  • Yes, TotalTrust offers a free trial.

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

  • TotalTrust offers the following pricing plans & packages:

    Basic

    $349 Per Feature

  • TotalTrust supports the following payment frequencies:

    • One-Time Payment

  • No, TotalTrust does not offer an API.

  • TotalTrust offers support with the following options:
    • Chat

  • TotalTrust offers training with the following options:
    • Documentation

  • TotalTrust supports the following languages:
    • English

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