Trust Accounting Software for Tax Practitioners

Why TrustEasy?

1. Help you meet CPA Australia, IPA and CAANZ requirements on managing client monies in the Trust Account.
2. Meets the Tax Practitioners Board (TPB) Code of Professional Conduct – Holding money or other property on trust.
3. Help you meet Australian Taxation Office (ATO) and TPB requirements on Know Your Clients (KYC) for Proof of Id (POI).
4. Automatic Bank Feeds and Audit trail to help you meet the bank reconciliation requirements.
5. Highly Secured: Multi Factor Authentication (MFA) to login, SHA256 for Encryption, OAuth 2.0 for the integration using APIs,
6. Masks Tax File Number and Bank Account Numbers.
7. Produce Authority Letter and Receipt as per Accounting Professional & Ethical Standards Board (APESB) requirements.
8. Integrated with XPM and Salesforce using Access Accountant Cloud objects (Handisoft) for simple integration.
9. Native Cloud with APIs – first in Australia to manage Statutory Trust Account for Accounting Firms.
10. Generate .Aba files for client’s net refund and Firms professional fee at the same time to pay in bulk to meet the payment within three days requirement.
11. Reconcile with the ATO EFT reconciliation report in bulk to manage high volume.
12. Dashboard view and filters for total visibility and under review tab for reporting to the Accounting Body.
13. Statements and Reports for Auditors.
14. Easy to Use to save up to 80% of time.