Tax and accounting

Trust and estate tax planning and accounting solutions

Discover robust and easy-to-use estate, trust, and gift tax planning software solutions that help 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

Solutions to 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.
Learn more about ONESOURCE zCalc Estate Planner

Wealth management tax planning

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.

Learn more about ONESOURCE 709 Gift Tax

Discover more about our tax and accounting solutions