--- description: ¿Qué es y para qué sirve Trust Accountant Cloud? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es Trust Accountant Cloud? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software contable de fideicomisos](/directory/30238/trust-accounting/software) > [Trust Accountant Cloud](/software/79979/trust-accountant) # Trust Accountant Cloud Canonical: https://www.capterra.mx/software/79979/trust-accountant > Solución segura y fácil de usar para contabilidad de fideicomisos, sucesiones e inversiones. Utilizado por contadores públicos, abogados, oficinas familiares, compañías fiduciarias, organizaciones benéficas. > > Veredicto: 4 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Trust Accountant Cloud? Software financiero diseñado para ayudar a organizaciones benéficas pequeñas y medianas y a empresas de fideicomiso, contabilidad y legales a administrar su cartera de clientes y generar informes personalizados. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.8/5** | 4 Opiniones | | Facilidad de uso | 4.5/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.3/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.7/5 | Basado en las opiniones generales | | Funciones | 3.8/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Delta Data - **Constitución**: 1998 ## Contexto comercial - **Precio inicial**: USD 100.00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200 - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop), Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Afganistán, Albania, Alemania, Andorra, Angola, Anguila, Antigua y Barbuda, Arabia Saudita, Argelia, Argentina, Armenia, Aruba, Australia, Austria, Azerbaiyán, Bahamas, Bangladés, Barbados, Baréin, Belice y 209 más ## Funciones - Contabilidad - Contabilidad de activos - Contabilidad fiduciaria - Cálculo y validación de gastos - Gestión de impuestos - Gestión de la conformidad - Redacción de cheques - Validación cruzada de la contabilidad ## Categoría - [Software contable de fideicomisos](https://www.capterra.mx/directory/30238/trust-accounting/software) ## Alternativas 1. [Clio](https://www.capterra.mx/software/105428/clio) — 4.7/5 (1691 reviews) 2. [LEAP](https://www.capterra.mx/software/147413/leap) — 4.2/5 (529 reviews) 3. [8am MyCase](https://www.capterra.mx/software/115613/mycase) — 4.6/5 (784 reviews) 4. [Smokeball](https://www.capterra.mx/software/133656/smokeball) — 4.8/5 (356 reviews) 5. [Resly](https://www.capterra.mx/software/207316/resly) — 5.0/5 (26 reviews) ## Opiniones ### "Good Trust Accounting Software" — 4.0/5 > **Penny** | *14 de septiembre de 2020* | Práctica de la abogacía | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ----- ### "A Non-Accoutant can use it" — 5.0/5 > **Robin Ann** | *25 de agosto de 2020* | Práctica de la abogacía | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: As someone with no accounting experience, after reading the manual, I was able to get Trust Accountant up and running. > > **Puntos en contra**: 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. ----- ### "Adaptable platform for Retirement Accounts" — 5.0/5 > **Steven** | *4 de agosto de 2020* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Platform allows for non-traditional retirement assets. Price is far more affordable than non-adaptable platforms. Service response has been exceptional. > > **Puntos en contra**: Learning curve for software a little longer. > > Excellent platform with ease of customization. ----- ### "Reliable, Cost-Effective Trust Accounting Software" — 5.0/5 > **Johnathan** | *17 de junio de 2020* | Banca | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: 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. ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/79979/trust-accountant) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Datos estructurados