Tax and accounting
Financial planning and analysis solutions
Ensure your best fiduciary accounting work with the most current and complete resources
Work more confidently in trust and estate planning
Centralize and automate your trust and estate planning work
You can do financial planning, analysis, and reporting with greater efficiency because you have:
- Comprehensive fiduciary accounting software
- Seamless integration with the current resources you need, like SEC filings
- Customizable state accounting formats
Financial reporting
Handle virtually every transaction you'll ever need for trust and estate planning reporting.
Fiduciary Accounting
Comprehensive fiduciary accounting software for trusts and estates. Save time, prevent errors, and streamline data entry by integrating with other software.
Personal financial planning
Manage all your property taxes seamlessly, even from multiple sources.
ONESOURCE Personal Property Tax
The most secure and robust property tax solution available. Import, merge, and manage data from multiple sources while increasing visibility across portfolios with customizable dashboards and reports.
Discover more about our tax and accounting solutions
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Contact our team to learn more about our tax and accounting solutions.