Get the Flexibility You Need, with the Rigid Security You Demand

CCH Trust US is a comprehensive, easy-to-use trust tax software designed specifically to meet the fiduciary reporting and trust tax return preparation and filing requirements of bank trust departments, accounting and law firms, and other wealth management organizations.

CCH Trust US automates and integrates the entire process, from importing and verification of data from your trust accounting system and quick and easy editing and reporting options to seamless preparation and electronic filing of completed tax returns. With over 85,000 returns prepared annually, CCH Trust US helps you manage the fiduciary trust tax preparation process with unparalleled flexibility and customization.

Existing Customers

CCH Trust US Customer Support

Our web-based software solution is easy to use and navigate. It provides a depth of detail and reporting capabilities to help you review your client's data and create and file tax returns quickly and easily. Used to file over 85,000 returns annually, CCH Trust US gives you the speed and accuracy you need, combined with the ability to provide personal attention to a single document for any customer.

  • Easy-to-navigate screens including split-screen views, customizable grids and displays, and batch processing options
  • Our unique "Check-Out" feature allows you to edit and process any individual return
  • Our batch processing menus allow you to efficiently process, update, and file large numbers of returns at a single time
  • Our custom reports can be run on any field and be designed, implemented, and shared with a few key strokes — and every one of them can be exported to Microsoft® Excel®

And our expert client services team is here to help answer your questions at every step of tax season from importing your data to return creation to electronic filing. In addition, we offer robust import functionality that allows you to supplement your trust accounting data whenever you need to.

Are you currently preparing tax returns in-house? Let our team of experienced professionals prepare and file your tax returns, including 1099s. Our years of experience with many large banks and national tax preparers provide the background and expertise your clients need to get complete, correct, and timely tax reporting.

Are you already using another third party to prepare and file your returns? Talk to some of our current customers and they will tell you about the ease of working with the Wolters Kluwer team. We know that every one of our clients is unique and we will consult with you directly to design a process and scope that meets your needs.

We will work with you to review the data and provide guidance on the tax treatment of certain types of transactions, applying required factors and will work together to create a delivery schedule that meets both your needs and those of your customers. We can even mail the returns from our secure fulfillment facility in Kennesaw, Georgia. In addition, the Fiduciary Tax Compliance Services team will:

  • Provide education about reporting trends and changing regulation
  • Suggest updates on how transactions are posted on your source system
  • Review data gaps and identify potential areas of risk, including missing cost basis or wash sales
  • Help you clean up beneficiary records and other account data
  • Complete all electronic filing requirements
  • Run custom reports

CCH Trust US™ Features

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