Organize Your Time and Data with Outlook Integration
Trustee Suite is the first software in the industry to provide seamless integration with Microsoft Outlook®. Outlook integration enables you to better organize your information and manage your daily priorities, while automatically synchronizing information between Trustee Suite and Outlook.
Trustee Suite enables you to set preferences in Outlook to synchronize items in Dates, Tasks, Calendar, Professionals, and Document Management. Outlook integration supports a variety of user preferences, including settings for pop-up reminders, dates, and email attachments.
Simplify Your Files with Our Consolidated 341(a) Worksheet
Through advanced ECF technology, Trustee Suite captures and retrieves all information from Schedules A-J, Statement of Financial Affairs, and the Means Test and merges them into a single Microsoft Word or Word Perfect document. In addition, Trustee Suite consolidates Schedules A-D for viewing in a single grid. Trustee Suite enables you to succinctly conduct your 341(a) meetings by easily obtaining key data in one concise document.
Manage Your Assets with Flexible Accounts Receivable Options
Our multi-functional Accounts Receivable (A/R) interface allows you to add new accounts, link with multiple assets, create vouchers and calculate amortization to properly track and respond to A/R payments.
Other features include a payoff calculator, the ability to schedule interest payments, and enhanced ledger payment support such as splits, as well as multiple and partial payments. Trustee Suite also provides enhanced security measures to ensure that your data remains confidential and secure.