TrustEase® is the most comprehensive trust tax compliance software on the market, with over 1.5 million tax returns processed annually. Access virtually every type of trust tax return including estimates and 1041, 1099, 990, 5227 and 1041A forms.
TrustEase offers you the look and feel of an in-house tax system and yet frees you from hardware and software investments. Comprehensive tools to effectively manage tax data through the year include:
Acount Binders
Your trust users will be able to process tax returns, access source data, basic account information and much more.
Custom Registers
Enable your trust tax administrators to perform full searches, sorts and filters, to ensure that when information is changed in a single entry those affected trust tax accounts will also be changed. With TrustEase, you can grant multiple users access to view this information without making duplicate files or records.
Quarterly Estimates
Easily access your trust tax data for up-to-the-minute status or to edit existing data. Choose from a number of reports to download and print, or export data from TrustEase into other software programs.
Training and Support
Online product support provides easy access to release information and product updates, quick tips and solutions, and enables users to submit questions and check the status of an existing inquiry.
Security
To ensure your data is safe and easily accessible, we developed and maintain our own multi-tier secure data center. Your data is maintained and housed in our secured data center - we never resort to third-party hosting.
Additional benefits of TrustEase include:
- Easily prepare complete Trust 1099 packages
- TrustEase can generate all of your federal and state returns and schedules
- E-Filing Function: Process your returns where and when you want.
- Includes Common Trust Funds and Mutual funds so you can reduce time and risk of errors while filing.
TrustEase Tools
Improve communication, reduce operating costs and increase productivity. TrustEase Tools increase your trust tax professionals level of control and enhance your trust administrators' ability to respond to client inquires.
Features include:
Workflow Management
View every detail of the trust tax process with the workflow management tool. From checking the status of the return to identifying who is working on the trust account, you will always have the most current information.
Administrator's Workstation
Link your tax department to your trust tax administrators, and control access to the information. Administrators can view the information they need to respond to customer inquiries without interrupting tax department staff.
Web Delivery Service
Provide trust beneficiaries with complete online trust tax services and convenient, easy access to trust account information. At your institution's online banking website, Trust 1099 recipients simply log in and click to review, print, and save a copy of trust tax information.
Mail Delivery Service
Eliminate the time-consuming tasks of printing, inserting, postal verification, and mailing processed returns. With Mail delivery Service, you can send 1099 and 5498 forms and attachments directly to recipients from our specialized production facilities.
