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The Premier Trust Accounting Service

Proper management of your trust accounts makes good business sense. After all, compliance issues, fraud, theft and the mishandling of funds can affect even the best-managed companies.

TrustLink, our trust accounting service, has assisted firms like yours with trust account management for over four decades. Based on industry-leading technology, TrustLink can eliminate accounting-related risks while meeting compliance requirements. Its flexibility allows you to maintain control over your accounts while still providing all the benefits of an objective third-party review. 

How Does Premier Service Compare?

Stay current, stay compliant, eliminate fraud and better manage your accounts with TrustLink.

Transaction Dollars$37 Trillion$2.8 Trillion
Transaction Files51 MIllion10 Million
True Daily 3-way Reconciliation 
Assigned Reconciler 
Electronic Management Approval 
Electronic Exception Management 
Complete Unclaimed Property Service 
1099 and W-9 Service 
Over 40 Years in Business 
  • Electronic Bank Reconciliations
  • Positive Pay Verification
  • Daily disbursements and account balancing
  • Daily and monthly account reconciliation
  • Review your transactions before transfer
  • Receive daily reports the very next morning
  • Easily track income and business statistics with comprehensive month-end package
  • All daily and monthly reports exceed regulatory requirements
  • Get immediate notification of any overdrafts or exceptions
  • Take advantage of third party audit control
  • All Trust Accounting data is automatically backed up
  • Fully integrated with SMS TitleExpress™, SMS StreamLine™, SoftPro® 360, and FAST™