Built-in tax reporting
Instead of dreading tax season, feel confident with a platform that does the heavy lifting for you.
Be prepared for tax season all year long
Taxes may be unavoidable – but they are manageable. Stay on top of taxes with a wealth management and trust platform that has a built-in tax reporting process.
Generate, file, and submit the reports – all by the IRS deadline.
Easily produce
client tax forms and files
With Cheetah, you can efficiently produce client tax forms and corresponding IRS Filing Information Returns Electronically files (FIRE files) and reduce dependence on third-party processing vendors.
Have control over
the entire process
You’ll have control over the entire tax reporting process, from generation to e-filing, including access to:
- Income reclassification
- Tax forms (updated annually)
- New IRA contribution limits (updated annually)
- Learning Center and Help Center resources to help you successfully navigate tax reporting
Hear from other trust companies
There’s a foundation of mutual respect that carries through in your relationship with clients."
Dana Dowling
WEALTH MANAGEMENT OPERATIONS MANAGER, VERABANK