Trust practitioners face simultaneous pressure from two directions: while trust accounting and tax work is becoming more competitive, the obligations on trustees are also continually increasing. Trust practitioners are being tasked with improving the presentation of reports, monitoring investments and eliminating errors, as well as needing to increase efficiency and cut costs.
CCH Trust Accounts is a unique, single platform for all your trust and estate work, which means data no longer needs to be laboriously re-entered into discrete applications. Simultaneously improve your reports, closely monitor investments and eliminate errors to unlock time for higher value work.
During this webinar we’ll show you how you can use the software to:
- Integrates with CCH Personal Tax for investment income and CGT calculations
- Reduces workloads to unlock time for higher value tasks
- Allows you to work at pace across your entire client database
- Produces cross-client reports covering a client’s complete portfolio during the year