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
See the challenges.
Spot the opportunities.
Trust and wealth management isn’t what it used to be. Technology, talent, and client expectations are shifting fast, and sticking to the same old approach won’t cut it. Outpace: A Guide to Navigating Today’s Challenges of Trust and Wealth Management breaks down what’s happening and how firms like yours can move faster, work smarter, and stay ahead of the competition.
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