Close

TrustOnline

speech bubble design element

TrustOnline

Simple Trust Accounting helping you manage Client Funds with ease

TrustOnline is an online service providing your firm with a secure trust accounting solution.

Designed with small firms in mind, TrustOnline is an easy-to-use software with time-saving tools to help meet your trust accounting obligations. Lawyers and conveyancers have access to an intuitive, cost-effective and cloud-based trust accounting system enabling them to manage their client funds.

Our trust accounting solution is intuitive, cost-effective and packed with easy-to-use features so users can get started right away – and it helps you achieve more billable hours.

 

Key Features

  • Create Client Records — create Client files and add your client’s personal data such as their contact details and bank information.
  • Manage Files — Gain a quick overview of the funds available, including a record of transactions.
  • Trust Transactions — TrustOnline caters for Cheque’s, Electronic Funds Transfer (EFT), Receipts, Deposits and Journals – and they’re quick and simple to set up.
  • Trust Bank Accounts and Reconciliation — System is tailored to provide easy setup of multiple bank accounts, quick and straight-forward reconciliations, as well as effective bank adjustments.
  • Audit reports — Audit Log facility enables you to print a log of transactions across any date range required, including the ability to filter by Client and Files.
  • Customisable settings — System is easily customisable to suit your business with the ability to set up unique Users for your firm, an invaluable feature for administration tracking and for quick reconciliations.

 

Benefits

No Lock-in contracts TrustOnline only requires you to pay for the files you use with no lock-in contracts. Once signed up you'll receive free phone, email and online support.
Accessible 24/7 Access your client’s Trust Accounts from any internet-enabled device with secure access 24 hours a day, 7 days a week. It also provides visibility across all your client matters so you can stay on top of your tasks.
Pay-as-you-go service Our trust accounting software delivers value and cost savings. You only pay for what you use each month, with no upfront commitments.
Comprehensive Reporting Tools TrustOnline helps you take control of your business with comprehensive reports aimed at making reconciliation and analysing your business a breeze.
Matter Centre Integration Matter Centre users enjoy seamless integration to TrustOnline with access to unlimited files.
Cloud-based solution Being a cloud-based solution means you have the flexibility to work from anywhere at any time, whether it’s via your PC, laptop or tablet.

For more information about how we can help you, call our Helpdesk on 1300 730 000 or complete the form below and one of our experienced and friendly staff members will contact you.

Book a Demonstration