Built by a Realtor® who keeps a trust account.

Created out of necessity, TrustTabs was developed by a practicing Realtor® who is also an advanced Internet programmer — and who is responsible for his company’s trust account.

Living with the day-to-day routine of trust account management made the gaps obvious. Spreadsheets and generic accounting packages weren’t built for earnest money: a deposit per transaction, disbursements against it, and a monthly reconciliation that has to tie out.

After planning the initial package, we sought the advice of a state auditor in charge of reviewing the trust accounts of real estate firms. That review resulted in a few tweaks, and the system is now available to firms at a low price.

If your state has a requirement TrustTabs doesn’t cover yet, tell us. We’re open to suggestions that help our customers do their jobs.