Class Trust

Class Trust

This innovative trust accounting software simplifies the management of discretionary, family, and unit trusts through an automated cloud platform. It offers real-time investment tracking, streamlined corporate actions processing, and electronic tax lodgment, significantly reducing manual entry and enhancing efficiency. Customized reporting and direct data feeds ensure accuracy and timely access to client information, empowering firms to optimize trust administration and client service.

Top Class Trust Alternatives

1

BHL Insight

BHL Insight offers a robust legal practice management software system that seamlessly integrates legal accounting, document management, and connected workflows.

By: BHL Software From Australia
2

BuildTrust

Designed for Australian builders, this cloud-based trust accounting software streamlines management of Project Trust Accounts (PTAs) and Retention Trust Accounts (RTAs).

By: Build Trust From Australia
3

Trustpak

Trustpak offers a cloud-based trust accounting solution specifically designed for the short-term rental accommodation industry.

By: InfoBiz Solutions From Australia
4

EzyRez

Designed specifically for modern building managers, EzyRez integrates reservation, trust accounting, and property management functions.

By: EzyRez From Australia
5

TrustEasy

TrustEasy revolutionizes trust accounting for tax practitioners, streamlining the Fee From Refund process with a cloud-based software solution.

By: TrustEasy is a trust accounting solution for Australian Tax Agents From Australia
6

Dingosoft Trust Accounting

Dingosoft Trust Accounting offers a robust ERP solution for managing client funds in professions like law and real estate.

By: Dingosoft From Australia
7

Pacer

It streamlines the management of securities, transactions, and cash flows, while offering real-time data access...

By: SS&C Technologies From United States
8

TrustNet

With an array of customizable add-on modules, businesses can tailor functionalities to their evolving needs...

By: HWA International From United States
9

FASTER

Its cloud-hosted FASTER ASP Software ensures seamless integration and efficiency, while expert accounting services reduce...

By: FASTER Systems
10

Troika

Its features include automated transaction processing, configurable tax functions, and integrated probate management...

By: thewealthworks From United Kingdom
11

The Plaintiff

With over 25 years of expertise, it combines robust functionality with exceptional support, ensuring legal...

By: Data Development From United States
12

Trust Accountant

It offers customizable reporting, cash sweep features, dual authentication, and encrypted sessions...

By: Delta Data From United States
13

ONESOURCE Trust Tax

It enables users to efficiently manage complex tax obligations, from initial data integration to electronic...

By: Thomson Reuters From United States
14

Quantios Core

It streamlines billing, practice accounting, and client interactions through a centralized cloud-based system, integrating seamlessly...

By: Quantios From United Kingdom
15

MAUI

It offers customizable role-based dashboards for quick access to essential information, real-time account rebalancing through...

By: Infovisa From United States

Top Class Trust Features

  • Automated investment tracking
  • Customised financial statements
  • On-demand tax reports
  • Direct Share Registry connections
  • Streamlined trust administration
  • Income Streaming feature
  • Electronic Tax Lodgment support
  • Direct-Connect Document Feeds
  • Instant property valuations
  • Depreciation worksheet access
  • White-label client view
  • Secure client messaging
  • Daily transaction reconciliation
  • Automated business events
  • Foreign asset support
  • Unlimited user access
  • Free implementation service
  • Award-winning customer support
  • Highly trained consultants
  • Comprehensive training resources