Fiduciary AccountingComprehensive fiduciary accounting software for trusts and estates
Why choose Fiduciary Accounting
ONESOURCE Fiduciary Accounting software from Thomson Reuters handles virtually every transaction you'll ever need for trust and estate financial reporting, including dividend and capital gain reinvestment, exercise of options, spin-offs, and taxable and nontaxable exchanges. Plus, our third-party valuation feature provides a bridge to the securities information you need right at your fingertips. The software provides one centralized place for all your trust accounting and estate accounting needs.
What you get with our fiduciary accounting software
Access valuation services and automate the setup of starting assets with date of death or starting market values.
State-specific accounting formats offered: CA, CT, DE, FL, MA, MD, NJ, NH, NY, OH, PA, RI, VA, and VT.
Additionally, our software offers a National Standard format and a National Standard Guardianship/Conservatorship format that is accepted by most states.
The system fully integrates with our Fiduciary Calendar, 706, and 1041 programs to streamline data sharing.
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Whether you want to automate a single task or handle the entire process, we have the solutions to help you create, execute, and maintain rock-solid trusts.