Trust Tax Preparation Software

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Key Features

  • Works on any form or document
  • Track progress with real time status updates
  • Streamline your workflow with full software integration
  • Simplify signature requests, collection, and tracking
  • Offer clients the modern, easy way to sign
  • Ensure client data is safe in the signing process with highly secure encryption technologies

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Need a single return? Get OnePay

Save time & optimize trust returns

Flexible enough for all income allocation needs

Don't worry about running through various scenarios and tax calculations. Optimize trust returns with automatic expense allocation or simply select from the various allocation methods to save time. Choose from:

  • Automatically allocate expenses
  • Equal
  • Percentage
  • Fixed amount
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Coreina Hubert, BBA

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