Tax and Accounting for Financial Institutions

Meet every compliance challenge with ease

The compliance bar continues to rise, creating new hurdles for financial professionals. Our fiduciary tax software products can help you meet each new challenge with speed, ease and accuracy. Or let us meet the challenges for you, with services such as Tax Information Reporting and Trust Tax preparation. Whatever your needs, our extensive knowledge base and expertise can help. 

Tax and Accounting for Financial Institutions Products:

Thomson Reuters ONESOURCE

ONESOURCE helps you address the complexities of tax and compliance on every level. Across 180 countries, our tax software programs and services help you stay in compliance, avoid penalties and audits, increase efficiency and save vast amounts of time.

Thomson Reuters Checkpoint

Blends cutting-edge technology, editorial insight, time-saving productivity tools, online learning & news updates with intelligent linking to related content and software. Thousands of tax and accounting professionals rely on it every day.

ONESOURCE Trust Tax

Provides wealth managers with an integrated compliance solution that automates the fiduciary tax process from data management to 1099 and 1042-S reporting.

Checkpoint Learning Webinars

Experts in their fields present the latest developments in tax, accounting, auditing, risk assessment, Yellow Book, and more, right to your desk -- all you need is a high-speed internet connection.

Checkpoint Learning Premier CPE Package

An easy-to-use, affordable solution that lets field practitioners conduct a rapid inventory of de-facto land rights and issue documentary evidence attesting to those rights. Offers robust document storage & includes version control.

Checkpoint Learning Courses

MicroMash and PASS Online comprise a library of more than 300 interactive online courses available exclusively on the Checkpoint Learning platform. Our curriculum combines the latest in computer technology with advanced coursework.

ONESOURCE WorkFlow Manager

A high-performance, web-hosted solution that helps you manage your department and drive your tax and compliance processes. This comprehensive project and document management solution improves your control and operational efficiency.

ONESOURCE Trust & Estate Administration

Our software modules work together as an integrated system or can be used independently as standalone products to meet your individual needs. Our preparation services will simplify & standardize your court accounting and tax preparation.

ONESOURCE Nonresident Alien Taxation

Offers non-profit organizations and corporations complete solutions for NRA withholding, 1042/1042-S reporting and tax treaty analysis.

Checkpoint Learning

Provides CPE compliance tracking, learning management, curriculum development and much more. You can purchase and complete courses directly from Checkpoint Learning, either individually or as part of a subscription package.