Trust Accounting Software that Simplifies the Accounting for Trusts, Estates, Guardianships and Investment Portfolios
A flexible, full-featured trust accounting program with customizable reports.
Who are we?
Delta Data, Inc. provides flexible trust accounting software that is comprehensive yet easy to learn and use. Trust Accountant Cloud™ is a reliable, full featured, real time fiduciary accounting software program that features customizable court, customer, management, and regulator reports. It is a proven accounting software tool using the latest technology in a user-friendly format with cost effective pricing. Trust Accountant Cloud™ is used by trust accounting professionals nationwide including community bank trust departments, independent trust companies, accountants/CPAs, law firms, family offices, guardians, foundations, non-profit organizations, and many others who have the need to do trust, probate and investment accounting.
The Fiduciary Accounting Software Solution
Totally cloud based
Nothing to install, maintain, or upgrade with the Trust Accountant Cloud. We take care of getting you setup, and enabling your subscription with ongoing upgrades. All you need is an internet connection and a device with a popular browser.
Easy to learn and use
Our user friendly interface is so easy your grandparents could use it! Well, maybe not, but with our effective training and tools, we’re certain YOU can!
Latest technology
Our innovative team of experts leverage the latest feature and browser/operating system technologies available to simply the interface and provide for the fastest speeds to keep you moving!
Grows with your business
Can easily grow as your business grows. Our cloud based Trust Accountant has no limitations on the number of accounts, companies, assets, and contacts that you can have!
Great value
The in-depth capabilities and features of the Trust Accountant Cloud are comparable to systems costing 10 times more!
Superior support
With online help, ticketing system and issue tracking, as well as our telephone support, you’ll receive speedy answers to your questions to keep you on track.
What our customers say
I like that all reports are online and can be viewed on the screen or printed. It is also convenient and time saving to be able to choose specific time periods for reports.
As a trust administrator, I’m impressed with the flexibility and speed. I can manage multiple accounts - each customized with various options such as statement and fee computation frequencies, reporting and repetitive transaction automation. Great customer support too.
We've been using Delta Data's Trust Accounting software for over 7 years and find it very easy to use. The reports help keep us in the know.
Recently purchased the software, but we are pretty happy so far. Most calls to support have been related to learning the system, and any ‘bugs’ we encountered were addressed quickly and effectively. We really appreciate the free training sessions Delta Data provides.
The Trust Accountant™ Software was very easy to set up and learn. We were on our way in about an hour. I would recommend this software to anyone.
Our Partners
Schedule a live demo with one of our product specialists at your convenience.