TrustEasy is an ISO27001 certified, cloud-Based Trust Accounting Software for Accounting Firms and Tax Practitioners. More than $32M worth of payments processed in just last 12 months and it's just a starting as more and more Tax Practitioners are using TrustEasy. Both Top 100 Accounting Firms and Sole Practitioners are currently benefiting from TrustEasy. Tax Practitioners have saved 2-3 hours a day during peak season to manage Fee From Refund process.

Key Features of TrustEasy:

1. Automated Trust Accounting : Simplify the entire Fee From Refund process.
2. Process Refund one by one or in Bulk : Import EFT reconciliation reports via .csv or manually enter refund details.
3. Bulk Payment : Automatically generate .aba files for both refunds and fees.
4. Compliance : Audit / Assurance Reports comes standard.
5. Manual Entries Supported : Manage manual trust receipts, payment corrections, and resolve ATO payment errors.
6. Trust Management : Easily make payments to beneficiaries (such as in deceased estate cases) and property related funds to ensure trust accounts are properly handled.
7. Secure Data Management : Masks TFN by default for additional security.
8. Client Statements as per APES310 : Produce client statements with a few clicks.
9. Automation : Receipts are produced and emailed automatically.
10. Seamless integration : with Xero Practice Manager and other popular practice management software.

With TrustEasy.com.au, you can stay compliant with the requirements of the Tax Practitioners Board (TPB), the ATO, and leading accounting bodies like CAANZ, CPA Australia, and IPA. Our software ensures that tax practitioners can seamlessly manage Fee From Refund services and meet statutory trust accounting obligations.

Register for a 7 days free trial today (card required) and see for yourself how TrustEasy can help your firm stay compliant and simplify trust accounting.