Tax & Accounting

Recommended Products

    • Checkpoint Edge

      A powerful tax and accounting research tool. Get more accurate and efficient results with the power of AI, cognitive computing, and machine learning.

    • UltraTax CS

      Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.

    • Cloud Audit Suite

      Complete audits with confirmation service and integration with third-party data analytics. Work from anywhere and collaborate in real time.

Trade & Supply

Recommended Products

    • Foreign Trade Zone Management

      Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.

    • Indirect Tax

      Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.

Risk & Fraud

Recommended Products

    • CLEAR

      Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.

    • Fraud Detect

      Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.

    • ID Risk Analytics

      Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.

Tax and accounting

Financial reporting solutions 

Get the most comprehensive and up-to-date tool for your trust and estate accounting and SEC filings research

All the tools you need for trust and estate accounting, right at your fingertips

Save time, prevent errors, and streamline data entry by integrating with other software, all from one centralized location.

Manage virtually all trust and estate transactions with Fiduciary Accounting

This comprehensive fiduciary accounting software allows you to:

  • Report dividend and capital gain reinvestment, the exercise of options, spin-offs, and taxable and nontaxable exchanges
  • Access all the securities information you need with a third-party valuation feature providing a bridge to that information
  • Streamline data sharing through seamless integration with our Fiduciary Calendar, 706, and 1041 programs

Have questions?
Contact a representative

Get fast answers with SECPlus Advanced

Power your research on SEC filings with these advantages:

  • Precisely search features by SEC section, market cap, revenue, auditor, geography, and peer groups
  • Seamlessly link from filings to relevant comment letters
  • Reveal how your peers' disclosures have changed from one period to the next with a handy redlining tool

Have questions?
Contact a representative

Discover more about our financial planning and analysis solutions

Questions about our products and services? We’re here to support you. 

Contact our team to learn more about our tax and accounting solutions.

Need help?

View account and product support

Already a customer?

Go to product logins