TRUST ACCOUNT MANAGEMENT

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TrustBoss^TM
Easy Trust Account Management

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Finally, an affordable and easy to use program that manages all your trust accounting activities! Poorly managed trust accounts revoke agents’ licenses. TrustBoss prevents this by organizing all your trust and escrow-type activities involving other people's money. Stop wasting time and effort struggling with your trust accounts. Now you can answer any auditor’s questions within seconds. TrustBoss is also ideal for property managers and attorneys.

This program couldn’t be simpler to use with a straightforward point and click Windows interface. For temporarily held funds not deposited in the bank, the program records all pertinent data concerning receipts and disbursements. Each record contains the receipt/disbursement date, receipt number, beneficiary or property, amount, purpose, from whom received, to whom disbursed, and more. For funds deposited in a bank, the program also tracks the trust account name and balance. It also allows for separate accounts for specific clients or properties. You may edit any entry and the program brings all accounts up to date automatically.

TrustBoss allows easy review and updating of the records and prepares reports according to any "begin" and "end" date. You can instantly view or print the following reports: Composite Journal Report, Specific Beneficiary Journal Report, Specific Property Journal Report, List of Beneficiaries and Account Balances, and List of Properties and Account Balances.

TrustBoss manages one master trust account containing all of your clients' monies. When state auditors arrive, they expect to examine just one trust account. You do not need and should not have a separate trust account for each of your clients. TrustBoss allows you to keep separate records and generate separate reports for each client.

Meets or exceeds the trust accounting and reporting requirements of 49 states and the District of Columbia. Not suitable for use in North Carolina. The program does not write checks. Includes user manual on disk (which may be printed), unlimited free technical support, and no risk 30 day money-back guarantee. Protect yourself and make your management chores a breeze. Reserve your copy now.

Requirements: Windows: Any IBM PC or compatible 486 or higher, Windows 95/98/2000/ME/NT/XP/Vista or later, 16MB RAM, 10MB hard disk space, CD-ROM drive, mouse, any Windows supported printer.

TRST Only $129.95

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