About Us

At TrustEasy, our journey began with a genuine commitment to support accounting firms in Australia by addressing a critical need — managing Statutory Trust Accounts seamlessly. Over a decade, the industry faced stagnation as existing software failed to evolve into cloud-based solutions tailored exclusively for accounting firms. The absence of innovation meant enduring complexities in compliance requirements, discouraging many firms from providing fee from refund services or managing statutory trust accounts effectively.

The spark for TrustEasy ignited during a pre-COVID conversation with an office manager based in Newcastle. She shared the daily struggle of spending hours manually processing fee from refunds during peak seasons. Further market research unveiled similar tales of professionals sacrificing early mornings or late evenings to meet the demands of their work.

In 2022, TrustEasy made its debut, but the initial version proved inadequate, leading to a thorough reassessment and major changes. By March 2023, we unveiled a new and improved TrustEasy — a user-friendly, powerful API, and cloud-based solution. This relaunch marked the beginning of TrustEasy’s journey to positively impact the tax accounting space.

TrustEasy stands out with features like automatic bank feeds, authority letter generation, automatic email of receipt upon refund processing, bulk refund processing, and comprehensive reports required by Auditors. The software eliminates the need for multiple tools, allowing accounting firms to handle diverse tasks within a unified platform. Along with the ability to import client list via excel, Integration with Xero Practice Manager (XPM) and Access Practice Manager (Salesforce) streamlines client list imports, offering compatibility for both cloud-based and desktop tax lodgement programs, including HandiSoft and MYOB.

Designed by Accountants for Accountants, TrustEasy embodies a commitment to simplicity and efficiency, ensuring that tax accounting professionals can focus on what they do best — serving their clients.

TrustEasy is a trust account management software meticulously crafted for Tax Practitioners, streamlining the efficient administration of their statutory trust accounts, with a primary focus on handling Fee From Refund (FFR) cases. This software facilitates the expeditious receipt of payments for tax practitioners by generating .aba files for client refunds (net of fees) and concurrently producing .aba files for professional fees, ensuring prompt compensation. Furthermore, it adeptly splits lump-sum amounts from bank statements into individual payments as per trust payments for easy bank reconciliation.

Beyond its core functionality, TrustEasy simplifies a multitude of tasks, encompassing the management of Clients’ Know Your Customer (KYC) as per TASA,, the
creation of statements, authority letters, receipts, and even the automation of bank feeds to facilitate seamless bank reconciliation.

Along with the ability to import client list via excel, Integration with Xero Practice Manager (XPM) and Access Practice Manager (Salesforce) streamlines client
list imports, offering compatibility for both cloud-based and desktop tax lodgement programs, including HandiSoft and MYOB. Designed by Accountants for
Accountants, TrustEasy embodies a commitment to simplicity and efficiency, ensuring that tax professionals can focus on what they do best — serving their clients.