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

File returns quickly and easily with 1041 income tax software. Experience an automated reporting process for estates and trusts – with real-time calculations as you work.

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ONESOURCE 706 Estate Tax

File federal and state returns easily with 706 estate tax software. Choose this simple-to-use program that delivers thorough and accurate returns with real-time calculations as you work.

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ONESOURCE Fiduciary Accounting

Take advantage of this comprehensive fiduciary accounting software that saves time and prevents errors. Find everything you need for your trust and estate accounting needs in one centralized place.

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ONESOURCE Fiduciary Calendar

Stay on top of your clients’ needs with an automated fiduciary calendar. View task lists, set reminders, and calculate due dates 1040, 1041, 706, 709, state inventory, and trust and estate deadlines.

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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.

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Meet operational goals and make effective decisions with a fiduciary tax software. Simplify everything from data management, compliance, and filing information in Trust Tax.

Learn more about ONESOURCE Trust Tax

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