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Average Ratings 5 Ratings

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ease
features
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support

Description

i-Trust is a specialized software for trust accounting that includes features such as an audit-tested framework, comprehensive audit trails, and subsidiary ledgers. This tool is tailored for managing client trust accounts, offering an automated client ledger that features a user-friendly and efficient record-keeping interface for managing unlimited trust funds, a capability it has provided since 1988. It delivers a high degree of automation and adaptability while ensuring a rigorous audit trail for every transaction processed. The platform upholds strict data integrity through advanced database maintenance utilities, which are designed to support and reinforce trust accounting standards effectively. This makes i-Trust an essential resource for professionals looking to streamline their trust account management.

Description

Transform your practice with Optometry Cloud EHR and automated Practice Management, designed to reduce stress and help your business thrive. Enjoy annual savings and the freedom of no contracts, developed by optometrists for their peers. The iTrust system stands out as the most advanced, efficient, and affordable cloud-based EHR and Practice Management software available today! This comprehensive platform simplifies patient management while boosting office performance, ultimately saving you both time and resources. With an unbeatable price and all-inclusive features, transitioning to iTrust is effortless, allowing you to experience firsthand how it’s redefining industry standards and outpacing competitors. Access your secure account from any device—desktop, tablet, or smartphone—and seamlessly integrate real-time scheduling into your website, enabling patients to book appointments from anywhere. Plus, enjoy unlimited two-way patient communication, access to a patient portal, automated appointment reminders, one-year recall, order dispensing, and much more. You can also create detailed receipts and customize order forms to enhance sales and facilitate smooth transactions, making it a valuable addition to your practice.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$1895.00/one-time/user
Free Trial
Free Version

Pricing Details

$83.00 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Golden Omega

Founded

1988

Country

United States

Website

www.goldenomega.net/trust-accounting-software/

Vendor Details

Company Name

iTRUST

Founded

2010

Country

United States

Website

itrust.io

Product Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Product Features

Optometry

Appointment Management
Insurance Management
Inventory Management
Patient Records
Recall Tracking

Alternatives

Alternatives

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