HandiTrust
Managing your trust bank accounts
HandiTrust is a total trust management accounting module for accountants, or any other professional holding client funds in a trust account. It is closely integrated with HandiTax, importing assessment notice details as clients' refunds are received.
KEY FEATURES
- HandiTrust simplifies trust account management by importing ATO receipt information directly from HandiTax. Extensive detail can be recorded.
- Performs bank reconciliations, plus notification of reconciliation due.
- Optionally select CPA Australia or ICAA as ruling bodies to apply appropriate professional restrictions.
- Full audit trails may be viewed and printed.
- HandiTrust supports unlimited numbers of trust account clients and entries.
- Cheque clearance days can be specified to prevent a client's card from being overdrawn.
- HandiTrust supports the automatic printing of cheques, letters, deposit slips and receipts at the time of data entry.
- Receipts, payments and statements can be batch-printed for trust cards.
- Create and maintain authority letters within HandiTrust (for trust account deposits and withdrawals) and then use the Authorities Register to keep track of outstanding authorities, signed authorities and authorities that have been applied.
- Transactions are stored permanently.
- Handling fees can be signed for processing transactions.
- HandiTrust offers a wide range of standard reports, including client cards.
For more details, have a look at the documents below:
HandiTrust Brochure (2.9MB)
WCA HandiTrust Case Study (0.5MB)
For more information