Financial Firms Automation

WindUp Estate Accounting & Tax is a software tool which automates the recording of all financial aspects of a deceased's personal affects, and prepares the reporting in the prescribed format for Trustees, Executors, Beneficiaries, and the government (court).  Using a series of wizards, WindUp walks users through the necessary steps required in order to "wind up" the estates' financials.

 

The video below illustrates the simple process WindUp users follow.

 

Click the link below to view:

WindUp Estate Accounting & Tax e-brochure

WindUp Estate Accounting & Tax - Sample Statement of Accounts

WindUp Estate Accounting & Tax - Pricing

If you would like more information on WindUp Estate Accounting & Tax, or have any questions for us, please fill out the contact form below.  Please make sure you mention you're asking about WindUp Estate Accounting & Tax so we can have the right person get back to you promptly.

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I have a busy practice in a small, northern Ontario community and I never had time to look at software offers. A year ago, I realized I would always be too busy if I didn't do something to change how I managed my files and generated documents. I spent the time to look at numerous programs and found that Corporate Manager ET exceeded all of the needs of my corporate clients. I recovered the time I...Read More

Roland Aube