Comprehensive fiduciary accounting software for trusts and estates

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.

Features

• **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.