---
description: Trust Accountant Cloudを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
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title: Trust Accountant Cloudとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [信託勘定システム](/directory/30238/trust-accounting/software) > [Trust Accountant Cloud](/software/79979/trust-accountant)

# Trust Accountant Cloud

Canonical: https://www.capterra.jp/software/79979/trust-accountant

> 信託、検認、投資会計のための、簡単かつ安全なソリューションです。公認会計士、弁護士、ファミリー・オフィス、信託会社、慈善団体で使用されています。
> 
> 評価：4人のユーザーによる評価は**4.8/5**。**おすすめ度**で最高の評価。

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## 概要

### Trust Accountant Cloudの対象ユーザー

小規模から中規模の慈善団体や信託、会計、または法律事務所が顧客ポートフォリオを管理し、カスタム・レポートを生成できる金融ソフトウェアです。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.8/5** | 4 レビュー |
| 使いやすさ | 4.5/5 | レビュー全体に基づく |
| カスタマー・サポート | 4.3/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.7/5 | レビュー全体に基づく |
| 機能 | 3.8/5 | レビュー全体に基づく |
| おすすめ率 | 90% | (9/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: Delta Data
- **設立**: 1998

## ビジネスコンテキスト

- **価格プラン**: $100.00
- **価格モデル**:  (無料のトライアル)
- **対象となる企業**: 自営業, 2～10, 11～50, 51～200
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース, Mac（デスクトップ）, Windows（デスクトップ）, Android（モバイル）, iPhone（モバイル）, iPad（モバイル）
- **サポートされる言語**: 英語
- **利用可能な国**: アイスランド, アイルランド, アゼルバイジャン, アフガニスタン, アメリカ合衆国, アラブ首長国連邦, アルジェリア, アルゼンチン, アルバ, アルバニア, アルメニア, アンギラ, アンゴラ, アンティグア・バーブーダ, アンドラ, イエメン, イギリス, イスラエル, イタリア, イラク さらに209件

## 機能

- コンプライアンス管理
- 信託勘定
- 元帳のクロスポスティング
- 小切手作成
- 料金計算・承認
- 税務管理
- 経理
- 資産会計

## Category

- [信託勘定システム](https://www.capterra.jp/directory/30238/trust-accounting/software)

## 代替製品

1. [Clio](https://www.capterra.jp/software/105428/clio) — 4.7/5 (1691 reviews)
2. [QuickBooks Online](https://www.capterra.jp/software/141374/quickbooks-online) — 4.3/5 (8393 reviews)
3. [Xero](https://www.capterra.jp/software/169561/xero) — 4.4/5 (3273 reviews)
4. [Bill4Time](https://www.capterra.jp/software/114603/bill4time) — 4.8/5 (205 reviews)

## レビュー

### "Good Trust Accounting Software" — 4.0/5

> **Penny** | *2020年9月14日* | 弁護士業界 | おすすめ評価：8.0/10
> 
> **良いポイント**: The software is easy to use and great for small fiduciary services businesses to be able to do trust accounting accurately and draft checks, etc.
> 
> **改善点**: The lack of ability to fix a transactions before posting; causes a lot of extra steps. Also, not printing the trust name on the top of the checks; I created a work around so banks will accept but it is a manual process.
> 
> Overall this is a good software for smaller firms.

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### "A Non-Accoutant can use it" — 5.0/5

> **Robin Ann** | *2020年8月25日* | 弁護士業界 | おすすめ評価：8.0/10
> 
> **良いポイント**: As someone with no accounting experience, after reading the manual, I was able to get Trust Accountant up and running.
> 
> **改善点**: I have found it difficult to begin a new file, depositing new assets with their values.  I once set up a number of asset categories that were unique for the file, but now that the trust has paid out, I will never use them again, and don't know how to eliminate them.
> 
> This law firm works with a number of estates in which estate assets are used to fund trusts under a Will.  Some bills are paid:  professional fees, taxes, trust expenses.  These trusts do not pay day to day living expenses for the beneficiaries.   Each trust has a brokerage account with a large firm, and we receive monthly statements.  As far as what is happening in the brokerage account, the monthly statements are fine. I am expected to make a financial snapshot by keeping tract of real estate values and brokerage statements.

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### "Adaptable platform for Retirement Accounts" — 5.0/5

> **Steven** | *2020年8月4日* | 金融サービス | おすすめ評価：10.0/10
> 
> **良いポイント**: Platform allows for non-traditional retirement assets. Price is far more affordable than non-adaptable platforms. Service response has been exceptional.
> 
> **改善点**: Learning curve for software a little longer.
> 
> Excellent platform with ease of customization.

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### "Reliable, Cost-Effective Trust Accounting Software" — 5.0/5

> **Johnathan** | *2020年6月17日* | 銀行 | おすすめ評価：9.0/10
> 
> **良いポイント**: Pricing and features were a good fit for our Trust Department's size and needs.  The software capabilities and functionality will expand and adapt as our Trust Department continues to grow.
> 
> **改善点**: Data entry at this point is a bit cumbersome.  I anticipate this will become easier as we integrate importation of data from Charles Schwab into the program.
> 
> Technical support has been very responsive to our requests as we are learning the software.  Most of our calls have been related to learning the software and the best way to enter transactions.  The couple of "bugs" were fixed in a timely manner and to our complete satisfaction.

## リンク

- [Capterraで表示する](https://www.capterra.jp/software/79979/trust-accountant)

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