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Trust Tax Software
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TrustEase® is the most comprehensive, innovative trust tax compliance software on the market, used to process over 1.5 million tax returns annually. TrustEase automates all phases of the tax process from initial bridging of trust accounting data to the final printout of a completed tax return. TrustEase handles:
TrustEase simplifies the entire data management aspect of
trust tax preparation. Tax-related information from your trust
accounting system is extracted to populate the TrustEase tax
database via a data interface that works with all of the popular
trust accounting software packages. Upgrades, maintenance,
disaster recovery and security issues are handled by Thomson Tax & Accounting.
Monthly data feeds allow tax preparers to manage current
tax data throughout the year, instead of the typical year-end
rush. All tax data is located in one place and all processing is completed
at Thomson Tax & Accounting. You always work with the most current data, calculations
and tax forms available.
TrustEase makes it easy to manage tax data through the year with
easy viewing and editing functions to efficiently manage any
number of trust accounts. At the core of TrustEase are the
Account Binder and Register functions, which organize the data for a single trust account, and allow users to
perform full searches, sorts and filters. The registers’
unique design allows multiple users to access the same information
in similar ways without duplicating files and records and
may be customized to meet your needs.
Easily access your data for up-to-the-minute
status checks or to edit existing data. Choose from
a number of reports to download and print, or export data from TrustEase into other software programs. Using custom registers,
analyze staff productivity, balance workloads and resources and
identify workflow issues.
Thomson tax & Accouting provides online support and training for your trust
tax personnel so they always feel confident using TrustEase.
Online product support provides easy access to release
information and product updates, quick tips and solutions, and allows the
user to submit questions and check the status of an existing
inquiry at any time. Our onsite call center is staffed by
knowledgeable professionals to answer technical product
or communication questions. Onsite training is available
through your assigned Account Manager.
To ensure your data is safe, yet easily accessible to you, we developed and maintain our own multi-tier
secure data center and continue to lead the industry in offering
web-enabled access to our systems and technology. Your data
is maintained and housed in our secured data center—
we never resort to third-party hosting.
Productivity Tools for Trust Organizations TrustEase Tools
By linking your
tax department to your trust administrators, and controlling
the information they have access to, your administrators have
the ability to view the information they need to be responsive
to customer inquiries without having to interrupt tax department
staff. Using custom registers, your tax department can request
information or make inquiries to complete a tax return and
your administrators can log on, review the request and submit
the required information—all online.
Provide trust beneficiaries with more innovative and complete
online services and convenient, easy access to trust account
information. Via your institution’s online banking website,
1099 recipients simply log in and click to review, print and
save a copy of trust tax information as easily as they review
their checking and savings accounts, eliminating the time
and resources needed to send additional copies of 1099 returns
and tax letters.
Adds more functionality to managing the tax process by eliminating
the time consuming and labor-intensive tasks of printing,
inserting, postal verification and mailing processed returns.
This optional service allows TrustEase users to send 1099
and 5498 forms and attachments directly to recipients from
the Fast-Tax production facilities.
This optional feature allows you to easily transfer applicable
data from your TrustEase database to the FPS software database,
which is used to prepare court accountings. Learn more
Complete the Request Information box to find out if TrustEase is the right solution for your organization. TrustEase is a customized solution therefor, pricing is provided on an individual basis. |
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