Best Trust Accounting Software for Freelancers - Page 2

As part of Dye & Durham's comprehensive suite of software solutions, ESILAW stands out as a reliable tool utilized by numerous law firms throughout Canada to manage their accounting, billing, and practice management requirements. Recognized as the foremost legal technology provider in Canada, Dye & Durham focuses on developing and integrating solutions that enhance law firm productivity. ESILAW is designed to complement a diverse range of our offerings, ensuring that every financial transaction is accurately recorded and managed. Our software encompasses essential features that law firms require to operate effectively, including time and disbursement entry, trust accounting, and cost recovery functionalities, making it the perfect choice for boosting both productivity and profitability within your legal practice. Additionally, users can rest easy knowing their data is secure, thanks to automated daily backups, disaster recovery protocols, and robust security measures housed in a Canadian data center. With its cloud-based technology, ESILAW provides scalable software that eliminates the need for extensive IT resources or specialized support personnel, allowing firms to focus on their core operations. Ultimately, ESILAW empowers law firms to streamline their processes and achieve greater financial success.

AccountAbly represents a groundbreaking SaaS solution designed for business-to-customer interactions, streamlining the challenging elements of fiduciary accounting. By aiding fiduciaries in managing their responsibilities for estates, guardianships, or trusts, it helps mitigate liability risks. The platform significantly cuts down on the expenses tied to gathering vouchers and organizing information for court and beneficiary presentations. Furthermore, it enhances the efficiency of the Estate and Trust legal framework by facilitating quicker access to vouchers during legal inquiries. Above all, this innovative application promotes transparency, fostering greater trust among beneficiaries in the fiduciary's actions. With its user-friendly interface and robust features, AccountAbly sets a new standard in fiduciary management.

PerfectLaw®, the most feature-rich legal software, uses one All-in-One®, database for all applications. This means that you only need to enter your data once, and it is instantly available to every application and everyone, subject to security restrictions. All-in-One®, software dramatically reduces the cost and effort involved in installation, training, support and maintenance. PerfectLaw® is a single vendor that offers a comprehensive range of products for law firms to use and learn. PerfectLaw®, runs on industry-standard Microsoft platforms with SQL Server and Exchange servers. You can be confident that our legal billing software and case management software are industry-recognized, trusted, and awarded with the highest standards. We are known for providing the best product and the best service. But don't believe us.

Robust trust accounting software designed to effectively oversee the financial accounts of various entities, including trusts, estates, deputyships, corporations, partnerships, foundations, and funds. It facilitates the generation of trust accounts with comprehensive fund accounting documentation and uncomplicated sub-fund accounting. Streamlined processes automate the management of recurring transactions, dividends, and the importation of price files, significantly reducing time and effort. The software features customizable tax functions for Capital Gains Tax, VAT, and Income, alongside standard exports to simplify the completion of the SA900. It also includes integrated tools for probate, estate management, and Court of Protection tasks, allowing for efficient handling of private client affairs. Additionally, it offers full foreign currency accounting capabilities, automatically recalculating all ledgers and balances to ensure accuracy. With multi-company, multi-funded, multi-currency, and multi-manager functionalities, this software is equipped to address a diverse range of accounting needs across various sectors.

Elevate your legal practice by adopting the most advanced and comprehensive software solution, propelling your firm into a new era of efficiency. Harness an all-in-one Matter Management tool that seamlessly integrates with automated workflows, ensuring that every detail related to a case is captured and stored in real-time. Enjoy the convenience of accessing extensive and current insights into your firm’s performance, accomplishments, and activities—all consolidated in a single dashboard. Experience improved efficiency through a fully integrated general and trust accounting system designed for simplicity, allowing you to focus on enhancing your profitability. Effortlessly navigate your law firm’s extensive knowledge base, enabling rapid and straightforward searches. With the ability to filter, categorize, and analyze your search results across multiple criteria, gaining insights has never been easier. Our personalized client onboarding process, initiated with a Needs Based Analysis, allows us to thoroughly understand your legal practice, ensuring we meet your specific needs effectively. Together, we can tailor solutions that align with your firm’s goals and drive long-term success.

TotalTrust is a robust accounting software designed for professionals such as attorneys, accountants, and fiduciaries who manage estate, trust, and guardianship clients. It offers an intuitive visual presentation of fiduciary reports, emphasizing a logical and user-friendly approach. With its straightforward design and reasonable pricing, TotalTrust stands out as an excellent option for practitioners of any scale. You can download it now and enjoy a risk-free 30-day trial, allowing you to start generating reports immediately without any commitments or extensive paperwork. This accounting system is specifically tailored for Windows and facilitates the creation of financial reports required by fiduciaries for various estates, trusts, and guardianships. Our standard features comply with National Fiduciary Accounting Standards, including Charges and Credits, and cater specifically to the State of Florida's regulations on Capital Gains and Losses. Additionally, TotalTrust provides enhanced flexibility in reporting through its custom reports feature, enabling users to define specific report parameters and save templates for future use, ensuring a streamlined workflow for your accounting needs.

The Cheetah Wealth Management Platform consolidates all necessary tools for wealth management into a single, accessible location. This user-friendly approach is a key reason why more than 250 clients have chosen our services. Cheetah Wealth Management aims to transform the traditional trust accounting system by incorporating advanced technologies to create a seamless and effective mobile solution tailored for the wealth management sector. We constructed Cheetah from scratch, employing cutting-edge technology to offer a scalable, adaptable, and extensible solution for managing wealth. Additionally, the Accutech Data Exchange (ADEX) provides timely and precise asset pricing along with market analytics directly integrated into the platform. We firmly believe that your data should be readily available, not confined in a vault. The Cheetah API efficiently handles information requests, allowing it to return data to the requesting system seamlessly. Furthermore, it is capable of processing incoming data requests, enabling the addition of new information or the updating of existing records within the Cheetah database. By enhancing accessibility and functionality, Cheetah aims to redefine the standards of wealth management solutions.

PayProp is an automated platform for real estate agents. It is simpler and more powerful than traditional software vendors and banks. PayProp was born in 2004 out of frustration with the fragmentation, lack of trust and complexity of payments in the residential rental sector. We built on GivenGain's platform to create a solution that automatically collects rent payments from tenants and seamlessly pays agents' commissions, property owners, third parties, and other property owners directly into their bank accounts. PayProp eliminates inefficiencies and lowers administrative costs per transaction. It also applies leading technologies to automate entire processes. PayProp's advanced technology allows property managers to collect and reconcile all payments.

Expert Sierra is the most comprehensive, cloud-based, legal practice management solution available for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance.

EzyRez is a comprehensive software solution for reservations, trust accounting, and property management, tailored to address the intricate requirements of modern building managers. Featuring specialized modules for various sectors such as management rights, motels, serviced apartments, real estate, holiday property management, hotels, backpackers, B & B's, and marinas, EzyRez caters to a wide array of property types. Celebrating its 16th year, the software is widely utilized across Australia and New Zealand and is renowned for its unwavering dedication to customer service, backed by a responsive professional support team and ongoing product enhancements. Additionally, it offers integrations with SMS marketing, Microsoft Outlook, and Word, providing seamless functionality. Partnerships with platforms like EzyChannel, SiteMinder, and Levart further enhance its capabilities, while features such as EzyRez Online, TripAdvisor TripConnect, and Google Hotel Price Ads ensure that users can optimize their property visibility and booking efficiency. This multifaceted approach positions EzyRez as a leader in the property management software industry, continually adapting to the evolving needs of its users.

Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.

Nota is a free, cloud-based solution tailored specifically for attorneys operating solo or in small law firms, designed with valuable insights from legal professionals. It features comprehensive tools such as three-way reconciliation, check printing capabilities, and seamless integration with practice management, accounting, and payment systems, all aimed at enhancing your operational efficiency. Nota provides transparent pricing alongside dedicated support from bankers who understand the unique needs of attorneys. You can easily categorize and monitor income and expenses, including payroll, rent, court fees, and client payments, ensuring meticulous financial oversight. Every transaction in your checking account can be assigned to specific categories and tracked with precision. Gone are the days of cumbersome spreadsheets or ledgers for client balance tracking. Every transaction in your IOLTA account can be directly linked to a client matter, allowing real-time reconciliation down to the cent. Utilize Nota’s three-way reconciliation report to streamline this essential process. Additionally, the convenience of printing checks directly from your IOLTA account to your home or office printer adds to the platform's user-friendly features. With Nota, managing your law firm's finances has never been more efficient or straightforward.

NOBL represents a cutting-edge evolution in agency management systems, prioritizing the oversight of daily operations related to insurance trust accounts and ensuring financial stability for premiums, which distinguishes it from traditional systems. By utilizing advanced trust ledger accounting and innovative outsourcing technology for trust accounts, NOBL maximizes workflow efficiency and dramatically improves operational productivity for property and casualty (P&C) insurance agencies. Similar to payroll services, agencies simply submit their source documents, while Paulmar, the designated outsourcing partner, takes charge of managing premiums from the point of transaction until they are completely disbursed to the rightful owners. The integration of NOBL occurs seamlessly with new accounts and renewals, ensuring that the agency's daily activities continue without interruption. This groundbreaking technology is fully prepared for deployment and is set to significantly boost the performance of P&C independent agencies, making them not just more productive but also substantially more efficient in their operations. As a result, agencies can expect a transformation in their financial processes that could lead to enhanced profitability and client satisfaction.

Trust Accountant, developed by Delta Data, is a comprehensive fiduciary accounting software that streamlines the financial management of estates, trusts, guardianships, and investment portfolios, while ensuring security and reliability. This all-encompassing solution offers a wide array of features such as cash sweep, pooled fund accounting, accrual accounts, dual authentication, encrypted sessions, tax code adjustments, income tax reporting, asset gain and loss tracking, security pricing, and additional tools designed to enhance user experience. With its real-time capabilities, Trust Accountant empowers users to efficiently manage their financial responsibilities with confidence.

Experience a robust rules engine that accommodates the diverse billing requirements your firm encounters with its discerning clients, placing the necessary tools right in the hands of billing personnel and finance experts, all while ensuring secure access and controls. Allow us to assist you in harnessing your capabilities to negotiate distinctive and competitive investment management agreements. Our comprehensive invoicing solution is designed to create one of your firm's key client-facing documents. By generating clear and precise invoices, you can enhance cash collection efficiency and elevate customer satisfaction simultaneously. Empower your marketing team with endless opportunities to craft visually appealing invoices—say goodbye to the days of uninspiring fee statements leaving your office. Elevate your revenue management and collection processes to a global platform capable of computing fees and journal entries in any currency, ensuring seamless transactions across borders. With this system, you’ll be well-equipped to adapt to the evolving needs of your clients and maintain a competitive edge in the market.

Innovest's premier offering, InnoTrust, revolutionizes the way trust companies, banks, private banks, retirement plan administrators, and other entities manage their accounting and reporting obligations for assets in trust, wealth, and retirement accounts. Our service is designed with web services and API capabilities, ensuring effortless integration with third-party software and internal programs, while providing user-friendly navigation for easy access to customer data. InnoTrust boasts an extensive array of portfolio management features, such as rebalancing, trade blotters, trade order management, and comprehensive performance reporting. Additionally, we deliver full principal, income, and tax lot accounting services, complete with cost basis tracking and a robust Tax Reporting feature that generates crucial documents like 1099s, 5498s, and tax worksheets automatically. Our platform also includes tools for exception tracking, customizable question and answer segments, and follow-up tickler tracking to streamline user operations and enhance efficiency. Ultimately, InnoTrust empowers financial institutions to maintain control and transparency over their trust and retirement account management processes.

Advanced Accounting, Automated. A platform that automates mundane tasks so professional accountants can focus on what is important: their customers. Eleven is multi-currency and multicompany compatible and highly scalable, with the ability to process high transaction volumes. Eleven allows accountants to manage more clients. This benefit is achieved through several key features. Eleven allows clients and firms to collaborate in real time. It allows for quick responses to questions and the exchange of data and documents. Eleven automates repetitive tasks by creating transactions from documents. This allows you to focus on delivering high-value tasks and controlling the transactions. To have data extracted from documents and automatically sorted according to journals and fiscal years, you can upload them in batch. Even if you are performing manual transactions, you can save time by using templates for journal or analytical entries.

Dingosoft Trust Accounting stands out as the sole widely recognized ERP trust accounting solution currently available. Built using the Sage 300 Software Development Kit, it functions as a genuine, fully integrated module that encompasses all essential ERP features and capabilities. This innovation eliminates the necessity for various add-ons and niche solutions, allowing users to access a comprehensive mainstream ERP accounting system complete with built-in trust accounting features. Specifically designed to cater to the needs of law firms, accounting practices, real estate agencies, and other professions that manage client funds in escrow, Dingosoft Trust Accounting is an invaluable resource. It offers a robust multi-user and multi-currency Trust Ledger, efficiently managing all transactions, including receipts, payments, transfers, and adjustments. Furthermore, its seamless integration with Sage 300 ERP Bank Services simplifies trust bank account reconciliation, allowing for the easy import of statements for automatic reconciliation. With Dingosoft Trust Accounting, firms can enhance their financial management capabilities while ensuring compliance and accuracy in their accounting practices.

Pacer® offers a sophisticated multi-currency portfolio management solution tailored for investment managers operating on a global scale, particularly those handling substantial transaction volumes for institutional or private clients worldwide. This platform provides an all-encompassing and integrated system for overseeing securities, transactions, positions, cash flow, income, corporate actions, and meticulous record keeping. With its global multi-currency capabilities, users can effectively monitor transactions and portfolios while re-evaluating them in any desired currency. Pacer streamlines and expedites even the most complex processes involved in global portfolio accounting. Its comprehensive portfolio accounting ensures that all aspects of your business needs are met with a tried-and-true solution. Users benefit from real-time data access to global securities information through the SS&C-owned Securities Valuation Corporation (SVC). The robust web-based reporting feature grants the ability to access real-time portfolio data from any location with internet connectivity. Additionally, the architecture is designed to be both cost-effective and scalable, accommodating the evolving needs of investment management. Thus, Pacer® stands out as a vital tool for enhancing efficiency and accuracy in portfolio management across diverse markets.

The industry's best tax and accounting software allows you to streamline your accounting, tax filing, and reporting processes. This will help you reduce the risk of penalties and audits. Thomson Reuters ONESOURCE tax software allows you to keep up-to-date with corporate tax and trade compliance in the face of constantly changing state, federal, and international tax laws. Facilitate collaboration with departments and partners to ensure seamless corporate tax compliance and trade compliance, regardless of where your company is located. ONESOURCE is a global leader in tax compliance and accounting decision making. Our solutions include: * Accessible from multiple locations so your team can collaborate on and share information Quickly move between locations * Scalable to grow with your company, giving you a solution that will be there for you long-term * Based on reliable research and global coverage

FASTER Systems offers specialized software and preparation services for Court Accounting, Estate Tax, and Gift Tax to assist today's trust and estate professionals in fulfilling their compliance obligations. Our FASTER ASP Software, which is cloud-based and fully integrated, is designed specifically for professionals in the industry to streamline the processes of court accounting and preparing estate and gift tax returns. Created by experts in the field, this software aims to meet the unique needs of those working within the trust and estate sectors. Additionally, FASTER Accounting Services offers preparation assistance for court accounting and estate taxes to law firms, accounting firms, trust companies, and banks on a fee-for-service basis. By leveraging our skilled personnel, FASTER Accounting Services helps clients save time and resources and ensures adherence to local court regulations. With our advanced accounting platform, FASTER, clients can expect timely preparation of accountings with minimal effort required on their part, as they only need to provide transaction history and other necessary documents while we handle the rest. This comprehensive approach allows professionals to focus on their core responsibilities while ensuring compliance and efficiency in their accounting needs.

At the core of our comprehensive range of products and services lies MAUI®, the driving force behind our trust accounting platform. Designed to simplify the tasks of trust professionals, MAUI features an intuitive interface coupled with powerful, real-time reporting capabilities, making it an increasingly popular choice among trust professionals looking to enhance their growth and fulfill their clients’ requirements. We have developed an advanced trust accounting application from its inception and continue to expand its capabilities. By actively incorporating feedback from our users, we have created additional modules that integrate seamlessly with the MAUI platform, offering a robust and scalable solution tailored to meet your customers’ specific needs. Additionally, our Infovisa Client Portal serves as an online hub for both you and your clients, allowing them to personalize dashboards and access reports in a manner that aligns with their preferences. Customers can also easily download statements through the portal, leading to significant savings on printing and mailing costs while improving overall efficiency. This ongoing commitment to innovation ensures our users always have the best tools at their fingertips.

Our powerful and versatile core system is designed to manage all essential trust and fund accounting functions with ease. Alongside this, we provide an extensive array of add-on modules that enhance functionality to adapt to your evolving business needs as you expand. We advocate for a pay-per-module approach, ensuring you only invest in what you truly require. As your business evolves, the option to incorporate additional modules allows you to optimize your operations seamlessly. Furthermore, empower your clients with easy online access to their accounts through a user-friendly, browser-based client portal, ensuring they can connect whenever and wherever they need. TNET Lite BackOffice is tailored for small businesses, startups, and new ventures, delivering a solid core system that aligns perfectly with your specific needs and aspirations. With this solution, you can confidently navigate the complexities of accounting while focusing on growth.

i-Trust is a specialized software for trust accounting that includes features such as an audit-tested framework, comprehensive audit trails, and subsidiary ledgers. This tool is tailored for managing client trust accounts, offering an automated client ledger that features a user-friendly and efficient record-keeping interface for managing unlimited trust funds, a capability it has provided since 1988. It delivers a high degree of automation and adaptability while ensuring a rigorous audit trail for every transaction processed. The platform upholds strict data integrity through advanced database maintenance utilities, which are designed to support and reinforce trust accounting standards effectively. This makes i-Trust an essential resource for professionals looking to streamline their trust account management.

For over 25 years, Brief Accounting has been the leading billing solution for legal professionals using Mac. Known for its exceptional software and unparalleled technical support, Brief Legal Software caters to a diverse clientele, ranging from solo practitioners to large firms. Brief Accounting serves as a comprehensive billing and accounting resource tailored to meet various needs. It includes distinct modules for Billing, Trust Accounting, and Office Accounting, all of which are seamlessly integrated to minimize duplicate entries and reduce the likelihood of errors. Each module can also be purchased independently, allowing users to select only the features they need. The Brief Billing module efficiently manages tasks such as slip entry, generating prebills, modifying slips, finalizing invoices, and monitoring accounts receivable, ensuring streamlined financial operations for legal practices. Its flexibility and integration make it a valuable asset for any legal office.