TrustEasy
TrustEasy revolutionizes trust accounting for tax practitioners, streamlining the Fee From Refund process with a cloud-based software solution. By integrating seamlessly with Salesforce and Xero, it simplifies compliance with TPB and ATO requirements, allowing users to focus on client service while eliminating the hassles of traditional spreadsheets.
Top TrustEasy Alternatives
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EzyRez
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BuildTrust
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Top TrustEasy Features
- Cloud-based trust accounting
- Integrated with Salesforce
- Integrated with Xero
- White Glove Onboarding Service
- 7 Days Free Trial
- Compliance with TPB requirements
- Compliance with ATO requirements
- Compliance with CAANZ standards
- Simplified Fee From Refund process
- No spreadsheets required
- Effortless trust account management
- Customizable reporting tools
- User-friendly interface
- Secure data storage
- Multi-user access capabilities
- Automated reconciliation features
- Streamlined client billing process
- Continuous software updates
- Dedicated customer support
- Financial insights and analytics
