Purchase WindUp Estate Accounting & Tax

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:

  • A “Medium File” allows up to a maximum of 150 transactions
  • A “Large File” has no limit on the number of transactions

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”.

Volume Discounts for WindUp Estate Accounting & Tax

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.

By selecting a volume discount above, you are agreeing to use the software for the minimum number of transactions selected above during your 3 year contract or any subsequent renewal. You may cancel at any time provided all outstanding invoices and minimum usage fees due until the end of the then current term are paid in full.
Add Optional Integrations for WindUp Estate Accounting & Tax?

You may purchase Optional Integrations only when purchased with a Volume Discount for each product.

Licensee and System Information

Ordering from the United States, GB or EU? Please contact sales@emergent.ca.

User Information

Installation and Work Station Requirements

  Windows 8.1
  Windows 10

  Microsoft Word 2010
  Microsoft Word 2013
  Microsoft Word 2016
  Microsoft Word 2019
  Microsoft Office 365


Cost for WindUp Estate Accounting & Tax $450.00 Installation fee plus $995.00 per Active File/yr (“Transaction Fees”) unless otherwise displayed and agreed to when sending documents for electronic signature

In addition to a $450.00 Installation fee, use of this product is subject to transaction fees. The current fees are displayed above.

  On behalf of the Licensee, I agree to the installation of the Emergent’s software and any updates. The function and purpose of the Emergent’s legal software is to facilitate document automation for corporate, wills, estate administration and estate accounting & tax transactions.

You must indicate your acceptance of the Software Installation conditions before proceeding with your order

Agree to End User Licence Agreement. *    

  I Agree

What's Included?

  • Free Updates and ongoing enhancements
  • Unlimited Telephone and Remote support
  • Unlimited users