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.

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.

Learn more about ONESOURCE Fiduciary Accounting

Discover more about our tax and accounting solutions