Why Conveyancers Choose TrustSoft for Trust Account Management
Conveyancers hold a vital responsibility managing client funds in trust during property transactions. TrustSoft is specifically designed to meet the rigorous trust accounting requirements of conveyancers across Australia, helping you manage client money with accuracy, transparency, and full regulatory compliance when they buy or sell their dream home or office.
With TrustSoft, conveyancers benefit from:
- Full control over statutory trust accounts linked to your bank
- Seamless compliance with Australian trust accounting laws
- Automated transaction processing and reconciliation to reduce errors and save time
- Instant generation of audit-ready reports for regulatory peace of mind
- Dedicated Australian-based support to assist you whenever needed
About TrustSoft: Developed for Conveyancers by Industry Experts
Born in Australia from deep expertise in trust accounting, IT, and finance, TrustSoft was created to address the unique challenges conveyancers face in managing trust funds. Unlike generic accounting software or escrow companies, TrustSoft is a purpose-built platform tailored to the workflows and compliance needs of conveyancers.
Our solution offers:
- Conveyancer-specific trust accounting features
- Compliance with statutory trust account requirements
- User-friendly design for easy adoption
- Robust AML/CTF compliance tools integrated*
TrustSoft empowers conveyancers to confidently manage client funds, ensuring accuracy, compliance, and operational efficiency.
Key Features for Conveyancers
Conveyancing Trust Accounting Made Easy
- Manage property deposits, disbursements, and reconciliations efficiently
- Track multiple client transactions seamlessly throughout the conveyancing process
Compliance & Regulatory Confidence
- Always up to date with Australian trust accounting regulations
- Built-in Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) compliance tools*
- Generate comprehensive, audit-ready reports for regulators and clients
Automation & Time Savings
- Automate transaction posting in client ledger and bank reconciliations
- Minimise manual errors and administrative burden
- Produce detailed trust specific financial reports quickly and easily
Intuitive User Interface
- Designed specifically for conveyancers’ workflows
- Easy to learn and use, regardless of technical experience
Australian-Based Support
- Responsive support team located in Australia
- Global support coverage for different time zones
API Integration
- Sync with Xero and Export bulk data via CSV/Exce for PEXA, Sympli.
Simple and Transparent Multi-Tier Pricing
Professional
Monthly
This plan includes:
- 1 Trust
- Bank Feeds via .csv Import
- Up to 2 Users
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
Hybrid Most Popular
Monthly
This plan includes:
- Up to 5 Trusts
- Automatic Bank feeds
- Up to 5 Users
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
Ultimate
Monthly
This plan includes:
- Up To 15 Trusts
- Automatic Bankfeeds
- Up to 15 Users
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
All plans include
- Manage Assets and Sub assets
- Client Statements
- Automated Reports for Auditors
- Streamline State and Industry Regulatory Compliance
- No Hidden Fees
- Generate .aba files
- Integrated with Xero
- Audit trail
- AI agent based chat and phone support
Benefits of TrustSoft for Conveyancers
- Increase Efficiency: Streamline trust accounting processes and focus on client service.
- Improve Accuracy: Automated workflows reduce errors and improve financial integrity.
- Build Client Trust: Transparent and compliant trust management enhances client confidence.
- Ensure Compliance: Meet all statutory trust account obligations with ease.
- Grow Your Practice: Spend more time on conveyancing and client relationships while TrustSoft handles accounting.
Join Leading Australian Conveyancers Using TrustSoft
Request a free demo or start your trial today!
Get started with TrustSoft today!
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