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”.
WindUp Estate Accounting & Tax is available in the following configurations:
Product
Standard
Pro
WindUp Estate Accounting & Tax
PDF Add-on module (workstation license only)
* Pay-per-use (Standard Package only) with no annual volume commitment and no precedent customization = $995.00/File.
**Citrix version of the PDF add-on, if needed, is a one time cost of $1,495
The package package requires your firm to guarantee a minimum annual volume for each of the next three (3) years. The greater the minimum annual volume you are guaranteeing, the lower the cost per file. Be sure to select a minimum annual volume you are confident you will exceed as any shortfall will be invoiced annually on the anniversary of your order.
Based on your selection, the WindUp Estate Accounting & Tax fee will be $995.00/File.
WindUp Estate Accounting & Tax requires a Microsoft Windows computer running and Microsoft Word. The minimum requirements of the software can be found here:
In addition to a one-time $450.00 installation fee, use of this product is subject to transaction fees. The fees for WindUp Estate Accounting & Tax are $995.00 per File
On behalf of the Licensee, I agree to the installation of the Emergent’s software and any subsequent updates.
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