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.

Learn more about Fiduciary Accounting

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.

Learn more about ONESOURCE Personal Property Tax

Discover more about our tax and accounting solutions