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About Us

About Delta Data

Delta Data’s trust accounting system is a complete, straight-forward, cloud-based accounting application. It avoids the high cost and complexity found in alternative solutions, and utilizes the latest technologies that scale along with your business. The Trust Accountant has been honored with a 4 Star rating from “Trust & Estate Wealth Management Technology Review” and “The CPA Software News”. Our trust accounting software was also selected as one of the “Top 12 Estate Planning” software programs.

What we offer

Delta Data developes software that provides an easy, secure, highly rated solution for trust, probate, guardianship, and investment portfolio accounting. Our services are used by a variety of CPAs, attorneys, family offices, trust companies, and charities. Our software-as-a-service solution, the Trust Accountant Cloud by Delta Data, is used by trust accounting institutions nationwide, and is designed for community bank trust departments, independent trust companies, accountants, law firms, family offices, non-profits organizations, and others that have the need to do trust, probate, and investment portfolio accounting.

Our Mission

To design, develop, and deliver innovative technology solutions through a commitment to integrity, service and quality to our customers while providing a safe, enjoyable, creative environment for our employees.

Why we exist

Most of our clients come to us after using competitive products that are cumbersome, antiquated, difficult to use & navigate, and far too expensive when all they need is a simple, inexpensive solution like the Trust Accountant Cloud. Regardless of your circumstances, chances are we can help you reach your objectives and provide a clear cost/time savings benefit analysis before you make the commitment.

Our mission is the cornerstone of everything we do. We care about your firm, your people, your finances, your specific needs, and results that you can use and measure immediately. Our clients entrust us to provide software that is secure and ensure data remains confidential.

We are true to ourselves and our customers, and are committed to always perform at our best