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Planning and managing trusts and estates is a profitable growth business for many CPAs. Having the right tools to manage the trust accounting and required reporting is critical. Delta Data, Inc., a leader in real-time trust and fiduciary accounting software, has customized it's proven trust accounting software system, The Trust Accountant, to enable CPAs to easily and cost-effectively manage trusts and estates.
Full-Featured, Intuitive Trust and Estate Accounting Software
Easily manage trusts and estates for a variety of clients with this flexible Windows™ based accounting tool. The simple, standardized interface of the Trust Accountant requires minimum training. Five input windows allow codeless data entry yet provide flexible accurate accounting and diverse financial reporting.
Logical menus and drop-down boxes allow CPAs or assistants to quickly and easily navigate through all the features and functions of this comprehensive trust and estate accounting program. Great for managing client and your own portfolio too!
Tax Reporting and Client Reporting Simplified
Generate professional financial reports for auditors, clients, courts and decision making. Accountants will appreciate the advanced features and standardized interfaces.
Reliable Trust and Estate Accounting Software
The Trust Accountant™ has been honored with a 4 Star rating from "Trusts & Estate Wealth Management Technology Review" and "The CPA Software News". Our trust accounting software was selected as one of the "Top 12 Estate Planning" software programs. Delta Data's trust accounting system is a Windows-based, on-line, real-time accounting and management program utilizing the latest technology in a simple, user friendly format.
Request a demo! Call or eMail CPAs - improve your management and reporting of fiduciary accounts and estates.
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"I like the Trust Accountant because data entry is simple yet the reporting rivals that of the mega-systems. The accuracy and flexibility are important to me. I can customize reports to client and court preferences quite easily."
Trust Accountant Features:
Delta Data's trust accounting software, The Trust Accountant, simplifies trust and fiduciary accounting.

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