Our strategic partnerships are mutually beneficial and help us round-out our product offerings, expertise, and support service to provide our customers with a complete, single source solution for their trust accounting needs.
Our strategic partnerships are mutually beneficial and help us round-out our product offerings, expertise, and support service to provide our customers with a complete, single source solution for their trust accounting needs.
Partners include: Nelco for tax forms and tax reporting; ByAllAccounts by Morning Star for custodial account downloads and aggregation, ESI Appraise for estate valuations, Revzon Consulting Group, LLC for trust outsourcing, audit and compliance services, and general trust accounting expertise; Innovative Computer Professionals for FINTech development, compliance, and support.
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.
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!!
The in-depth capabilities and features of the Trust Accountant Cloud are comparable to systems costing 10 times more!
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!
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!
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.