Trusteasy helps Accounting Firms meet CPA Australia, IPA and CAANZ requirements on managing client monies in the Trust Account. Integrated with XPM and Salesforce (Handisoft). Helps Accounting Firms meet ATO and TPB requirements on KYC for Proof of Id (POI)
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Maker
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Tax Agents and Accounting Firms were wasting a lot of time in staying compliant when they managed a statutory trust account; mainly to manage the fee from refunds service. TrustEasy is the only software in Australia that can help them stay compliant without having to use any other third party software.