VRTrust FAQs
Answers to common questions about the platform, best practices, partners, and more.
9 articles
- Is VRTrust an accounting platform for individual owners?VRTrust is built for property managers and accounting partners. Today, individual owners can view statements but cannot run their own books in VRTrust.
- How is My Data Region Assigned in VRTrust?VRTrust hosts your data in a regional database chosen automatically from the country you select at signup.
- Can I migrate my PMS and switch to VRTrust at the same time?What to expect, how it works, and tips for a smooth transition.
- Does VRTrust have an activity log?How to access a record who changed what, when, and how it affected your books.
- How do I find and connect with an accounting partner? (VRTrust)Learn how to browse the Accounting Partner Marketplace to find verified accounting professionals with VRTrust experience.
- How do I export lists and tables as CSV files in VRTrust?Learn how to export any list or table in VRTrust—including reports, statements, and more—as a CSV file.
- Why are some options greyed out in VRTrust?Additional system controls help enforce cleaner trust accounting workflows and improve reporting consistency throughout the platform.
- How do I switch between teams in VRTrust and VRPlatform?Learn how to use the team switcher dropdown to move between VRTrust and VRPlatform teams, including the Recently Accessed section.
- Is My Data Secure When Using the VRTrust MCP with AI Assistants?How the VRTrust MCP and AI assistants like Claude protect your accounting and client data.