WindUp Estate Accounting & Tax software is specifically designed to reconcile and balance accounts, automate the calculation of Executor’s compensation and within seconds, produce a Statement of Account, even in court passing format.The software enables the number of transactions on a File based on two categories:
These limits are based on the entire life of the file. If, for example, you are reporting on a 20-year trust, you need to license a file which allows enough transactions to dispose of all items over the entire 20-year period. In most cases, files which can be completely wound-up within 6 months would be a “Medium File” whereas files which take longer than 6 months would most likely be a “Large File”.
If you commit to a minium annual volume for the next three years, the transaction fee is decreased.
Select your minimum annual volume to see the cost. Be sure to select a minimum annual volume you are
confident you will exceed. Any shortfall will be invoiced annually on the date of your order.
You may purchase Optional Integrations only when purchased with a Volume Discount for each product.
In addition to a $450.00 Installation fee, use of this product is subject to transaction fees.
The current fees are displayed above.