Tax & Accounting

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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

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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

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Discover more about our financial planning and analysis solutions

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

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