As a trust and estate practitioner, you face simultaneous pressures from two directions. While trust accounting and tax work is becoming more competitive, the obligations on trustees are increasing. Working with a combination of spreadsheets, general-purpose accounting software and a word processor makes these pressures increasingly difficult to manage.
In today’s competitive environment, it is important to provide a cost-effective service, and using the right software is essential in maintaining a competitive edge. A key question to ask yourself is: is your trust and accounts processes as efficient as it could be?
Turning to a single application that integrates accounts and tax work, eliminates wasted time, duplicated effort and unnecessary errors, giving you the competitive edge.