ABOUT US. About Wolters Kluwer

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2 ABOUT US CCH, a Wolters Kluwer business, is a leading provider of tax, accounting and audit information, software and services to business and tax professionals in the United States and Canada. Since its founding in 1913, five generations of professionals have relied on CCH to keep current with the ever-changing business world. In 2006, Wolters Kluwer established CCH Small Firm Services to further expand their offerings to niche segments of the tax and accounting industry. Together CCH and CCH Small Firm Services serve a wide range of customers, including small, medium and large accounting firms along with corporate tax and auditing departments. Trust US is a comprehensive, easy-to-use tax compliance system for accounting firms, law firms, bank trust departments and wealth management organizations that prepare and electronically file trust tax returns. Trust US, utilizes tested and proven tax compliance software that has been used by thousands of tax professionals to prepare millions of tax returns over the years. For more information, visit. About Wolters Kluwer Wolters Kluwer is the professional s first choice for information, tools, and solutions to help professionals deliver quality results more efficiently. Our customer promise is to be the preferred global provider of informationenabled solutions to help professionals manage processes and drive results effectively. At Wolters Kluwer, we excel at combining our superior information with the latest innovative technologies for use in the professional context our customers operate in. Our intelligent solutions incorporate open architecture networks in which we play a hub role, coordinating activities and enabling communication across a customer s workflow. We ensure that our customers have the solutions they need, when they need them, and in the media best suited to their requirements.

3 COMMITMENT TO YOU Fiduciary laws are complicated enough. Your tax software shouldn t be. Our U.S.-based customer support professionals are available year round to help you navigate Trust US. You can also fax or your questions or comments. We will customize training to suite your needs, whether it is with online webinars or onsite classroom-style training. Our training experts will walk you through the basics of getting started, navigating the forms, and working with all aspects of the Trust US system. I just completed a review of a trust that had 31 beneficiaries in 10 different states, pretty much every class of income and deduction possible and it was perfect. The system filed a federal and resident MA return but the bene s were all around the country. PricewaterhouseCoopers

4 ABOUT TRUST US Get a better return on your fiduciary software investment. Trust US is a comprehensive, easy-to-use tax compliance system for accounting firms, law firms, bank trust departments and wealth management organizations that prepare and electronically file trust tax returns. You ll rest easy knowing that the fiduciary tax returns, estimates and payments you prepare are complete, accurate and efficient. Your own in-house, customizable tax system. With our Web-based tools, it s like having your own tax system in-house without the need to invest in expensive servers and IT maintenance costs. Trust US automates and integrates the entire process, from the importing and verification of your trust accounting and K-1 data, to updating investment information, to the seamless preparation and electronic filing of completed tax returns. And Trust US supports over 1,600 federal and state fiduciary forms. Trust US excels in the four areas that are key to your success: Tax Compliance Data Security Data Management Training & Support

5 COMPREHENSIVE TAX COMPLIANCE We understand the needs of today s trust tax departments. You need a system that provides seamless and fully automated tax return preparation and e-filing. And you need a system that produces all of the custom documentation and communication that you must provide to clients, beneficiaries and taxing agencies, from letters to K-1s to returns, estimates and payments. Trust US does all of that and much more. Improve your productivity. Once the account data has been reviewed, the appropriate tax return is automatically created and calculated. You can then set the system to prepare returns individually or in batches of your choice. INPUT Custody and Trust Accounting Systems Account Manager Validate and correct data as necessary and reallocate Income and Asset Reallocation Data Tax Compliance Manager Prepare and file trust tax returns and payments OUTPUT Custom PDFs Federal/State e-files Federal/State returns Federal/State payments Bank bridgeback Reports and more

6 INTEGRATED DATA MANAGEMENT: THE FLEXIBILITY NEEDED FOR ACCURATE OUTPUT It starts with the transfer of the Data. Working with all of the leading trust accounting vendors, Trust US employs cuttingedge technology that easily imports account, beneficiary and transaction information directly from your trust accounting software. We offer customized bridges for each major trust accounting system or we can develop one from your in-house system to ensure timely and complete data transfers. Intuitive diagnostics quickly identify potential problems such as file validity, format issues and even state and zip code mismatches. Report tools built into Trust US can also quickly identify any issues with account information or transactions to be addressed immediately. Our sophisticated diagnostics process also verifies that the data is complete and fulfills all tax compliance requirements. You receive detailed and understandable reports when there are exceptions or problems in the data. RIGOROUS DATA SECURITY We protect you and your data. The security, availability and integrity of your data is important to us. Trust US combines state-of-the-art security technologies with industry-standard processes and techniques to create a secure computing environment. Safe and secure. We ve employed a SAS-70 certified controls environment, combining hardware and software encryption techniques, advanced firewalls and end-to-end 24/7 system monitoring to protect your sensitive data throughout the entire lifecycle. In addition, the security of our transmissions facility is audited annually by third-party security experts approved by the federal government.

7 2011 CCH. All rights reserved. All trademarks are the property of their respective owners.