Administrator Workstation Access for client facing personnel

Administrator Workstation

Progress doesn’t happen by accident

By minimizing tax department interruptions during the busy tax season, tax preparers are more productive, and trust administrators are free to better serve their clients. As a part of the web-based software ONESOURCE Trust Tax, the Administrator Workstation provides trust administrators with immediate access to tax information, from anywhere. Tax departments control the setup and configuration of the Administrator Workstation from ONESOURCE Trust Tax, including granting permissions to access status information, as well as printing K-1s, 1099s, and tax information letters.

The Administrator Workstation gives your trust administrators, relationship managers and operational staff access to critical tax return information and documents via the ONESOURCE Trust Tax database. This view-only access enables users to review status information for all returns and view completed returns, tax letters and designated reports, all in real time.

Take control over the tax process and improve client communications with the Administrator Workstation, available only from Thomson Reuters ONESOURCE Trust Tax.