# Trust Accountant Cloud Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Trust Accountant Cloud Software - reviews, pricing plans, popular comparisons to other Trust Accounting products and more. Source: https://www.capterra.com/p/79979/Trust-Accountant --- # Trust Accountant Cloud Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Trust Accountant Cloud ## What is Trust Accountant Cloud? Easy, secure, highly rated solution for trust, probate, guardianship and investment portfolio accounting. Used by CPAs, attorneys, family offices, trust companies, charities. FREE DEMO ## What is Trust Accountant Cloud used for? [Trust Accounting](https://www.capterra.com/trust-accounting-software/) Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $100 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Trust Accountant Cloud?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.deltadatatrust.com/&name=Trust Accountant Cloud) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Trust Accountant Cloud 4.8 (4) VS. [4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/) Starting Price $100 Per User, Per Month Starting Price $49 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (4) Ease Of Use 4.6 (1,686) Value For Money 4.7 (3) Value For Money 4.5 (1,480) Customer Service 4.3 (3) Customer Service 4.7 (1,527) ## Trust Accountant Cloud alternatives [4.6 (783)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $49.00 Per User, Per Month [4.6 (189)](https://www.capterra.com/p/2589/Tabs3-Billing/reviews/) Starting price $89.00 Per User, Per Month [4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/) Starting price $99.00 Per User, Per Month [4.4 (60)](https://www.capterra.com/p/75540/Centerbase/reviews/) Starting price Contact vendor for pricing ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accrual Accounting Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. Asset Accounting Manage adding fixed assets to proposed budgets Check Writing Issue payments to third parties via checks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Customer Statements Reports that show customers their invoices, payments, and balance on the account Trust Accountant Cloud 8 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. Manage adding fixed assets to proposed budgets Issue payments to third parties via checks Track and manage adherence to policies for any service, product, process, or supplier Reports that show customers their invoices, payments, and balance on the account Implementation of various strategies to manage tax obligations via planning and maintaining compliance Manage bookkeeping for client trust accounts Get Advice We can help you find the software with the features you need. Features 3.8 (4) 3.8 Based on 4 reviews ## Pricing Value for money 4.7 (3) Free Trial Basic $100.00 Per User,Per Month Value for money 4.7 (3) 4.7 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (3) 4.3 Based on 3 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent PS Penny S. Fiduciary Services Manager Law Practice ### "Good Trust Accounting Software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 September 14, 2020 Overall this is a good software for smaller firms. Pros The software is easy to use and great for small fiduciary services businesses to be able to do trust accounting accurately and draft checks, etc. Cons The lack of ability to fix a transactions before posting; causes a lot of extra steps. Also, not printing the trust name on the top of the checks; I created a work around so banks will accept but it is a manual process. Alternatives considered [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/) Reasons for choosing Trust Accountant Cloud All the other software we looked at in our price range was more for business accounting and not fiduciary accounting. And since we was just starting out, we needed an affordable software Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 18, 2020 Thank you for the feedback. Transactions in Trust Accountant are initially recorded to the posted journal, where they can be fully edited or deleted prior to posting. We will contact you to review the feature. Our Trust Accountant Cloud product also allows transactions to be corrected in the posting journal prior to posting. In addition, Trust Accountant Cloud allows the trust name to be printed at the top of the check. We'd be happy to provide you a demonstration that and all the other features of Trust Accountant Cloud RA Robin Ann M. paralegal Law Practice ### "A Non-Accoutant can use it" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 August 25, 2020 This law firm works with a number of estates in which estate assets are used to fund trusts under a Will. Some bills are paid: professional fees, taxes, trust expenses. These trusts do not pay day to day living expenses for the beneficiaries. Each trust has a brokerage account with a large firm, and we receive monthly statements. As far as what is happening in the brokerage account, the monthly statements are fine. I am expected to make a financial snapshot by keeping tract of real estate values and brokerage statements. Pros As someone with no accounting experience, after reading the manual, I was able to get Trust Accountant up and running. Cons I have found it difficult to begin a new file, depositing new assets with their values. I once set up a number of asset categories that were unique for the file, but now that the trust has paid out, I will never use them again, and don't know how to eliminate them. Reasons for choosing Trust Accountant Cloud It was the only program found that would do trust accounting. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 18, 2020 Thank you for the feedback. Someone will be contacting you regarding your concerns about unused asset categories SM Steven M. Administrator Financial Services ### "Adaptable platform for Retirement Accounts" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 4, 2020 Excellent platform with ease of customization. Pros Platform allows for non-traditional retirement assets. Price is far more affordable than non-adaptable platforms. Service response has been exceptional. Cons Learning curve for software a little longer. Reasons for choosing Trust Accountant Cloud Price and reliability. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM Johnathan M. Trust Officer/General Counsel Banking ### "Reliable, Cost-Effective Trust Accounting Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 17, 2020 Technical support has been very responsive to our requests as we are learning the software. Most of our calls have been related to learning the software and the best way to enter transactions. The couple of "bugs" were fixed in a timely manner and to our complete satisfaction. Pros Pricing and features were a good fit for our Trust Department's size and needs. The software capabilities and functionality will expand and adapt as our Trust Department continues to grow. Cons Data entry at this point is a bit cumbersome. I anticipate this will become easier as we integrate importation of data from Charles Schwab into the program. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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