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Trust Accounting Software
TotalTrust reviews and summary
TotalTrust, by Exhibit One Software, is a comprehensive fiduciary accounting system specifically designed to enable professionals to produce the detailed financial reports required for estates, trusts, and guardianships. It provides a structured framework for recording all receipts, disbursements, asset changes, and income allocations within these entities. The software guides users through the complexities of fiduciary accounting principles, ensuring that the resulting accountings are accurate, compliant with legal standards, and suitable for presentation to courts, beneficiaries, and co-fiduciaries. This software is intended for attorneys, trust officers, CPAs, and professional fiduciaries who are responsible for preparing formal accountings for de...
Best for
This software is intended for attorneys, trust officers, CPAs, and professional fiduciaries who are responsible for preparing formal accountings for decedents' estates, ongoing trusts, or guardianship/conservatorship cases. It is a tool for those who need to generate court-ready financial reports efficiently.
Starting price
$349.00 One-Time
Category
Trust Accounting Software
Vendor
Exhibit One Software
Key takeaways
Our verdict
Our verdict is that TotalTrust is a focused and capable system for a specialized reporting need. In the hands of professionals who must prepare formal fiduciary accountings, dedicated software like this can ensure accuracy, save considerable time, and provide defensible documentation, making it a valuable practice tool.
Quick facts
TotalTrust at a glance
Starting price
$349.00 One-Time
Vendor
Exhibit One Software
Location
United States
Category
Trust Accounting Software
Ratings
TotalTrust ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
TotalTrust pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
- Starting price is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses TotalTrust?
This software is intended for attorneys, trust officers, CPAs, and professional fiduciaries who are responsible for preparing formal accountings for decedents' estates, ongoing trusts, or guardianship/conservatorship cases. It is a tool for those who need to generate court-ready financial reports efficiently.
Feature research
TotalTrust features
These are common features buyers compare in Trust Accounting Software. Product-specific availability should be confirmed with the vendor.
Accounting Integration
Native financial tracking or seamless connection with external accounting software.
Accrual Accounting
Record revenues and expenses when they are incurred, regardless of when cash is exchanged.
Fixed Asset Budgeting
Manages the inclusion of fixed assets within proposed budgetary plans.
Bank Statement Reconciliation
Verify and align internal ledger entries with external bank account statements.
Billing & Invoicing Management
Generate and oversee financial documents, including billing statements and invoices.
Comprehensive Case Management
Coordinate workflows and tasks associated with specific cases, clients, or complex operational processes.
Check Payment Issuance
Facilitates payments to external parties through check issuance.
Compliance Monitoring
Monitor and address policy non-compliance across services, products, or supplier activities.
Centralized Contact Database
A searchable database for organizing contact details, addresses, and social profiles.
Cross Ledger Posting
Facilitate accurate financial entries across different general ledger accounts and departments.
Client Account Summaries
Detailed summaries provided to clients highlighting their billing history, recent payments, and current account totals.
Data Migration Tools
Seamlessly transfer data and reports between the system and external file formats.
Pricing
TotalTrust pricing
Starting price
$349.00 One-Time
Visit Website
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
TotalTrust alternatives
Compare TotalTrust with other Trust Accounting Software tools that buyers often evaluate.
Trust Accountant Cloud by Delta Data
Trust Accountant Cloud, by Delta Data, is an easy-to-use, secure, and highly-rated cloud-based software solution designed for fiduciary accounting. It specializes in managing the c...
MAUI by Infovisa
MAUI, developed by Infovisa, is an online trust accounting solution that provides a centralized, web-based platform for managing the financial intricacies of trust accounts. It off...
ONESOURCE Trust Tax by Thomson Reuters
ONESOURCE Trust Tax, from Thomson Reuters, is a powerful, automated tax compliance software solution engineered specifically for the trust and estate sector. It seamlessly integrat...
Software reviews
TotalTrust software reviews
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FAQ
TotalTrust FAQs
TotalTrust, by Exhibit One Software, is a comprehensive fiduciary accounting system specifically designed to enable professionals to produce the detailed financial reports required for estates, trusts, and guardianships. It provides a structured framework for recording all receipts, disbursements, asset changes, and income allocations within these entities. The software guides users through the complexities of fiduciary accounting principles, ensuring that the resulting accountings are accurate, compliant with legal standards, and suitable for presentation to courts, beneficiaries, and co-fiduciaries.
This software is intended for attorneys, trust officers, CPAs, and professional fiduciaries who are responsible for preparing formal accountings for decedents' estates, ongoing trusts, or guardianship/conservatorship cases. It is a tool for those who need to generate court-ready financial reports efficiently.
TotalTrust pricing is listed from $349.00 One-Time. Pricing can change. Confirm current plans and terms with the vendor.
TotalTrust is listed in Trust Accounting Software.
TotalTrust is listed with Exhibit One Software as the vendor.
Buyers often compare TotalTrust with other Trust Accounting Software tools such as enVisual360, Trust Accountant Cloud, MAUI, ONESOURCE Trust Tax. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for TotalTrust.
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