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TotalTrust Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.5
ERP, Accounting and Finance

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Description of TotalTrust

TotalTrust is an accounting software system for attorneys, accountants, fiduciaries, and others who serve estate, trust, and guardianship clients.

Reviews

Global ratings 2
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  • 4
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  • 3
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  • 2
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Type of review

Revainrating 4 out of 5

Total Trust is a great product that is user friendly.

I like that it provides easy access to information from various accounts. It also has an easy interface that is very user friendly. As far as I am aware, there aren't any other problems with this program. Benefits are ease of use and providing access to many financial accounts in one place. Access to tax returns and information about assets.It has made organizing my financials much easier than previous programs. Total Trust is a great product. I have been using it for several years and have…

Pros
  • It also has an easy interface that is very user friendly
Cons
  • I dislike that it's a little difficult to use with Microsoft Excel

Revainrating 5 out of 5

Great for simple estate planning needs and beneficiary tracking

I like that it's easy to use because of how intuitively everything works together (I'm new at this). It also has great reporting features which makes my job easier when working with multiple beneficiaries/trustees in one case file! The only thing about total Trust i dislike are some menus don't have drop downs so you can easily switch between them without having to click back each time or go into your browser history every single time - very frustrating if there isn’t enough space available…

Pros
  • Easy access, user friendly system for clients who do not want any training needed prior; ability to print statements from an excel spreadsheet is extremely handy too..also good feature allowing users more flexibility than other software used previously..good tool overall especially since many people prefer paperless recordkeeping...easy setup process...great reports provided via database....fast loading screen once
Cons
  • Some problems