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Troika

Sold by : thewealthworks

What is Troika?

Troika is a innovative trust account automation software designed to streamline your processes and minimize data duplication. It seamlessly integrates with your existing tax software and allows for data feeds to be imported for efficient report generation. With its flexible cloud, SaaS, and web options, Troika offers customizable reports through Microsoft Office. Simplify your trust account management with Troika.

Troika Resources

Troika Pricing

To receive a personalized quote

Key Features of Troika

  • Automated Accounting
  • Trust Reconciliation
  • Client Ledger Management
  • Compliance Reporting
  • Transaction Tracking
  • Document Management
  • Multi Currency Support
  • Interest Calculation
  • Audit Trails
  • User Access Controls
  • Customizable Reports
  • Integration With Banking Systems
  • Fee Management
  • Disbursement Management
  • Client Portal
  • Data Import/export
  • Mobile Access
  • Email Notifications
  • Backup And Recovery
  • Customer Support
  • Show More

Specifications

Troika FAQ's

The top 5 features of Troika include:

  • Automated Accounting
  • Trust Reconciliation
  • Client Ledger Management
  • Compliance Reporting
  • Transaction Tracking

Troika supports a variety of platforms including: Email.

Troika serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Troika are Clio, TrustNet and TotalTrust. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Troika is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of Troika

TrustNet
TotalTrust
Trust Accounting
TrustBooks
AccuTrust Gold
ONESOURCE Trust Tax
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