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Gaining a competitive edge with a digitised trust accounts process

by Wolters Kluwer

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 this article you can find out:

  1. how automation can streamline your processes to free up your valuable time
  2. the importance of having a single source of client information
  3. the benefits of bringing your trust and estate work into a single application
  4. why more than 50% of trust and estate returns today are submitted through CCH Trust Tax to HMRC
  5. how CCH Trust Accounts can help improve your customer experience

This is a must-read for any trust and estate practitioners carrying out trust and estate work.

Download your free copy of this report below to find out more:

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