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.


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.

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