Trust IS Overview

Trust IS is an advanced trust accounting software tailored for legal professionals and fiduciaries managing client funds. It provides a comprehensive solution for overseeing trust accounts, ensuring compliance with state regulations and reporting standards. With its user-friendly interface, Trust IS streamlines the process of recording transactions, generating reports, and reconciling accounts, reducing administrative burden. The software features automated alerts for important deadlines, helping users maintain compliance effortlessly. Trust IS also offers integration capabilities with various accounting systems, ensuring a seamless flow of financial data. Ideal for attorneys and financial advisors, this software enhances operational efficiency and promotes financial transparency in trust management.

Read More

Contact Details

  • Vendor Name Trust Service Company
  • Founded
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

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

Languages Supported

English


Industries

Banking

You May Also Like

BQE CORE

BQE CORE

Contact Vendor

CARET Legal

CARET Legal

$89 Per user

LeanLaw

LeanLaw

$40 Per user

Trust IS 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

Trust IS Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Trust IS FAQs

Trust IS is an advanced trust accounting software tailored for legal professionals and fiduciaries managing client funds. It provides a comprehensive solution for overseeing trust accounts, ensuring compliance with state regulations and reporting standards. With its user-friendly interface, Trust IS streamlines the process of recording transactions, generating reports, and reconciling accounts, reducing administrative burden. The software features automated alerts for important deadlines, helping users maintain compliance effortlessly. Trust IS also offers integration capabilities with various accounting systems, ensuring a seamless flow of financial data. Ideal for attorneys and financial advisors, this software enhances operational efficiency and promotes financial transparency in trust management.

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

  • Yes, Trust IS offers a free trial.

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

  • No, Trust IS does not offer an API.

  • Trust IS supports the following languages:
    • English

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