i-Trust™
Windows® 2000/NT/XP/Vista/7

Trust fund management software

Offers full automation and flexibility, with complete record keeping and strict audit trail. Designed for mortgage brokers, foreclosure companies, property management companies, attorneys, estates, insurance agents, non-profit organizations, payroll accounts and nursing homes.  For Disability Services, also handles client billing and account management.

Features and Benefits

• Intuitive user interface
• Strict audit trail of transactions
• Unlimited subsidiary ledgers of client accounts kept within the trust account, providing separate balances for each subsidiary account
• Easy bank account reconciliation
• Ability to print individual checks
• Simplify paying a multi item vendor statement by using one check per vendor and the multi-invoice option with the automatic debiting of specific client accounts
• Ability to enter a manually written check and post it without having to reprint another check
• Choice of laser or MICR encoded checks
• Verify input accuracy prior to posting by printing a Transaction Listing of all entries made
• Unlimited number of transactions
• Open history
• Versions include LAN, client-server, CITRIX®, and MICROSOFT® Terminal Services
• California only - quarterly trust fund status report and Annual CPA Review Statement