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Information Security White Paper

Trust Tax provides wealth managers with an integrated compliance solution that automates the fiduciary tax process from data management to 1099 and 1042-S reporting. To accomplish this, our software interfaces with trust accounting systems. ONESOURCE Trust Tax automates the fiduciary tax process and handling of returns, including estimates. We also offer Web delivery of tax documents, which can save time and money by giving beneficiaries direct access to their information and documents.