Tax and accounting
Trust and estate tax planning and accounting solutions
Discover robust and easy-to-use estate, trust, and gift tax planning software that helps tax professionals confidently prepare and advise on estate and trust tax returns for clients
Keep your clients’ long-term estate planning on track
One place for all your trust and estate accounting needs
Deliver differentiated tax planning advice and added value to client conversations with seamless integration across products:
- Create customized tax and estate planning strategies
- Execute and maintain rock-solid trusts
- Easily manage federal estate, gift tax, and trust tax returns while maximizing deductions
Estate planning and taxation
Our solutions help you maintain trusts and get ahead of estate tax planning, trust taxation, and client needs.
ONESOURCE zCalc Estate Planner
Create, analyze, and present estate-planning strategies for your clients with this trust and estate planning software. Clearly communicate the most complex ideas and calculate the effects of different scenarios.
Wealth management
Streamline the creation, execution, and maintenance of wealth management returns such as trusts and estates.
ONESOURCE 709 Gift Tax
Generate federal returns for trusts and estates with 709 gift tax software. See real-time calculations as you work. Use this module as a standalone product or integrated with the entire suite.
Discover more about our tax and accounting solutions
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Contact our team to learn more about our tax and accounting solutions.