ONESOURCE Trust Tax

ONESOURCE Trust Tax

ONESOURCE Trust Tax streamlines the fiduciary tax process, automating the preparation of returns and information reporting, including 1041s and 1099s. It enables users to efficiently manage complex tax obligations, from initial data integration to electronic filing, supporting over 200 organizations in processing nearly 2 million returns annually.

Top ONESOURCE Trust Tax Alternatives

1

MAUI

MAUI is an intuitive trust accounting platform designed to enhance efficiency for trust professionals.

2

The Plaintiff

Designed specifically for plaintiff attorneys, this Trust Accounting Software streamlines financial management with customizable modules that allow users to purchase only the necessary features.

3

AdvantageLaw

Since 1981, this innovative solution has transformed law firm operations with affordable, cutting-edge legal software.

4

Pacer

Pacer® is a sophisticated multi-currency portfolio management solution tailored for global investment managers handling substantial transaction volumes.

5

TrustBooks

Designed specifically for legal professionals, this innovative software streamlines trust accounting, transforming a once arduous task into a straightforward process.

6

TrustNet

Designed for adaptability, TrustNet serves as a powerful core system for trust and fund accounting.

7

Trust Accountant Cloud

Tailored for trusts, estates, and guardianships, it provides customizable accounting reports and seamless access via...

8

Trust Accountant

It offers customizable reporting, cash sweep features, dual authentication, and encrypted sessions...

9

TNET BackOffice

Designed for family offices, it effectively generates Balance Sheet and Income Statement reports, alongside traditional...

10

InnoTrust

It features seamless third-party integration, full tax reporting, portfolio management tools, and multi-currency capabilities...

11

TotalTrust

It simplifies fiduciary reporting with a clear visual interface and logical design...

12

Brief Accounting

With modules for Billing, Trust Accounting, and Office Accounting, it ensures seamless integration to minimize...

13

BHL Insight

Accessible across desktop, mobile, and tablet platforms, it empowers legal professionals with features like matter...

14

Trustpak

With features like automated supplier bill management, easy-to-read owner booking reports, and seamless integration with...

15

FASTER

Its cloud-hosted FASTER ASP Software ensures seamless integration and efficiency, while expert accounting services reduce...

Top ONESOURCE Trust Tax Features

  • Automated fiduciary tax processing
  • Comprehensive return handling
  • Integrated 1099 processing
  • Customizable tax reporting options
  • Centralized document access
  • TurboTax® data integration
  • H&R Block® form population
  • Simplified e-filing capabilities
  • Advanced data analytics queries
  • Generative AI support
  • Multi-state and federal compliance
  • Mail service for printed forms
  • Electronic delivery options
  • User-friendly navigation interface
  • Trusted content from experts
  • Real-time data updates
  • Streamlined operational workflows
  • Peer-reviewed client testimonials
  • In-depth tax planning tools
  • High-volume return processing.