The industry’s leading provider of software and service to trust and estate administrators since 1976 … because experience matters!
- Fiduciary Accounting for Trusts, Estates & Guardianships
- Fiduciary Calendar
- Federal Estate Tax Form 706
- Federal Fiduciary Income Tax Form 1041
- Federal Gift Tax Form 709
- zCalc Estate Planner
Why use our fiduciary software?
- Used by 77% of top 200 law firms and 46% of top 100 accounting firms
- Clients in all 50 states
- Over 3,000 clients and over 10,000 users
- Award-winning Estate Planner module
Why use our Preparation Services?
- We prepare tens of thousands of trust/estate accountings and fiduciary tax returns annually
- All work is completed in the U.S. by our staff of dedicated accountants/tax preparers
- Over 35 years of serving our clients
- Trust accounting, estate accounting, 706, 1041, 709, 990
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Participate in a drawing* of free ONESOURCE Trust & Estate Administration software!
Two lucky winners will also receive* a $100 Visa gift card! DRAWING IS CLOSED AS OF 11/30/2012.
DRAWING IS NOW CLOSED. CONGRATULATIONS TO OUR WINNERS!
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