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”.

WindUp Estate Accounting & Tax is available in the following configurations:




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

Based on your selection, the WindUp Estate Accounting & Tax fee will be $995.00/File.

Licensee and System Information

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

User Information

Minimum System Requirements:

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.

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