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Trust Accounting Software

i-trust

Windows client trust accounting software with record keeping, CRM and audit trails for brokers and attorneys

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About i-trust

i-trust is Windows software for handling trust funds. It automates record keeping, includes a calendar, letter writing and CRM, and keeps a strict audit trail of how funds move. It is sold by Golden Omega, which also makes loan and lien software.

Main features

  • Client trust accounting: tracks money held for clients and other parties.
  • Record keeping and CRM: stores client details with a built-in calendar and letter tools.
  • Audit trail: logs fund activity in detail for review.
  • Related modules: the same maker offers i-Loan, i-Servicing, i-Pools, i-File and i-Lien for lending and construction work.

Who it serves

Mortgage and real estate brokers, foreclosure trustees, property managers, attorneys, estates, insurance agents, nonprofits and payroll accounts.

Key facts

  • Based in: El Dorado Hills, California, USA.
  • Platform: Windows.
  • Experience: the maker cites 36 years in software design and support.

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-13. Organic ranks only; sponsored placements are never ranks.

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