What is Trust Ledger?
Trust Ledger is a platform that collects documents, verifies who is signing, gets the signatures, and keeps the record of everything that happened. The name is easy to confuse with something else, so here is the short version.
The short answer
Trust Ledger is software for firms that need to be able to prove who signed what, and when. A request goes out as one file with a link for each person. Each person proves who they are, completes their own checklist and signs. Everything that happens is written to a record that cannot be quietly edited afterwards.
It is operated by Crown Stack Systems in Oshawa, Ontario, Canada, and is priced for Canada and the United States.
What it does
- Collects documents and information from each person on a file, in the order you set.
- Verifies identity before a signature: a one-time code on every signature, and photo ID capture with a live face match when you switch it on.
- Collects signatures written into the document itself, so the marks are in the PDF.
- Keeps the ledger: who, where, on what device, in what order, with a hash chain so the order cannot be rearranged.
- Manages the contracts that signing creates, through to the next amendment or renewal.
What it is not
Many people search for "trust ledger" and mean the record a lawyer, realtor or property manager keeps of money held in trust for a client. That is trust accounting, and it is a different thing. Trust Ledger the platform is not accounting software and it does not hold, move or reconcile client money.
If you are looking for a trust accounting ledger, you want software built for that, usually offered by legal practice management or accounting vendors. If you are looking for a way to collect documents and signatures with proof of identity, you are in the right place.
Where to start
The quickest way to see it is the film on the watch page, which follows one file from request to signed record. The how it works page walks through the six steps, and the identity and evidence pages explain the two parts most tools leave out.