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Administrator Workstation
Let staff access tax documents with our trust administration software

Why choose Administrator Workstation

When your clients need answers, your staff needs to be ready. The Administrator Workstation module of Thomson Reuters ONESOURCE Trust Tax lets trust administrators, relationship managers, and operational staff find up-to-the-minute tax information through an easy-to-use online portal. Tax departments control the configuration and setup of the Administrator Workstation from within ONESOURCE Trust Tax, so the right people can look up the status of tax returns or can print K-1s, 1099s, and other forms and reports on demand. Share information more easily and spend less time chasing down details so you can boost everyone’s efficiency during busy tax season.

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What you get with our web-based trust administration software add-on

Improve communication

Connect tax departments to trust administrators through the workstation, so everyone can stay in communication.

Be responsive

Look up the status of client returns, review completed returns, and find letters and reports immediately when clients call.

Enhance planning

After a return is completed, the federal and state computations are available to help assist clients with tax planning.

Hear from your peers

Watch this customer interview with Joe Hull, one of our 2016 Taxologist Award finalists for the Excellence in Trust Tax Management category.

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Built to work with any trust accounting system, our wealth management solutions automate the entire fiduciary tax process from data management to tax filing.

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WorkFlow Manager

The more efficient your office, the better you can serve your clients and comply with regulations. ONESOURCE WorkFlow Manager combines comprehensive document management, workflow, and scanning features to help automate your most labor-intensive processes, including account openings, regulatory reviews, discretionary payments, estate administration, and more.

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 at +1 800 865 5257.

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