Tax and accounting
Estate planning and taxation
Solutions to help you maintain trusts and get ahead of estate tax planning, trust taxation, and fiduciary tax returns
Powerful trust and estate planning software
Advanced tools from ONESOURCE® authored by renowned estate planning experts to help you create, analyze, and present intelligent and impactful tax and estate planning strategies.
ONESOURCE 1041 Income Tax
Cloud-based 1041 tax software that automates the reporting process for estates and trusts. See real-time calculations as you prepare and review federal and state tax returns.
ONESOURCE 706 Estate Tax
Deliver accurate and thorough federal and state 706 estate and inheritance tax returns. This single-entry system reduces manual input and provides calculations in real time.
Fiduciary Accounting
Comprehensive fiduciary accounting software for trusts and estates. Save time, prevent errors, and streamline data entry by integrating with other software.
Fiduciary Calendar
Automated software for managing trust and estate tax filing deadlines. View task lists, set reminders, and automatically calculate due dates for 1040, 1041, 706, 709, state inventory, and other items.
zCalc Estate Planner
Create, analyze, and present intelligent tax and estate planning strategies to your clients. Create reports, graphs, and presentations that clearly communicate the effects of different scenarios.
ONESOURCE Trust Tax
An end-to-end trust tax solution to help with estate planning management and compliance, all in one place. Streamline the details so you can focus on your clients.
Discover more about our estate planning solutions
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