Company Profile
 

Thomson Reuters

Categories:
Trust/Fiduciary Services, Compliance

Contact Information:
Thomson Reuters
2395 Midway Rd
Carrollton TX, 75006
888-706-1041
www.thomsonreuters.com/trust-tax

Request More Information
Description:
The ONESOURCE Trust Tax portfolio offers trust tax software and services, as well as workflow and document management solutions, to banks, brokerages, and trust and wealth management firms. ONESOURCE WorkFlow Manager is a breakthrough workflow and document management platform that enables you to standardize, automate, streamline, and manage ALL processes within the trust department. ONESOURCE Trust Tax services include more than 135 tax experts in eight major processing centers nationwide using our own trust tax software to ensure complete accuracy in tax processing and preparation. Specializing in fiduciary taxation since 1963, our preparers understand the unique needs of wealth management professionals and the complexities of fiduciary tax law.
Products and Services:
ONESOURCE Trust Tax
ONESOURCE Trust Tax provides both software and tax preparation services for financial institutions worldwide, including personal and institutional trust departments, U.S. withholding agents, and private banking institutions. ONESOURCE Trust Tax automates all phases of the tax process - from initial bridging of accounting system data and tax reporting data manipulation to the final print and filing
ONESOURCE WorkFlow Manager
ONESOURCE WorkFlow Manager can help you reduce compliance risk, manage costs, and improve efficiency. The workflow and document management platform enables you to standardize, automate, streamline, and manage all processes within your organization. Ensure compliance with a user-configurable and cost-effective workflow and document management solution that can be fully implemented in a matter of we









 

Registered Rep Trust & Estate Home