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Onesource

Fiduciary Accounting Comprehensive 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.

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What you get with our fiduciary accounting software

Automated setup

Access valuation services and automate the setup of starting assets with date of death or starting market values.

Customizable state accounting formats

State-specific accounting formats offered: CA, CT, DE, FL, MA, MD, NJ, NH, NY, OH, PA, RI, VA, and VT.

Additional filing formats

Additionally, our software offers a National Standard format and a National Standard Guardianship/Conservatorship format that is accepted by most states.

Seamless integration

​The system fully integrates with our Fiduciary Calendar, 706, and 1041 programs to streamline data sharing.

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or call a regional representative +1 800 331 2533.

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