Tax and accounting
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.
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.
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.
Comprehensive fiduciary accounting software for trusts and estates. Save time, prevent errors, and streamline data entry by integrating with other software.
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.
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.
Contact our team to learn more about our tax and accounting solutions.