Sponsor at signing
Scan the agreement before they ever sign in. They join a finished trust, provided by your firm.
Tax season shouldn't be archaeology.
See trust income, expenses, and distributions as they happen. Not in a March shoebox.
The Problem
You can't plan around numbers you see in March.
Your client's trust earns income, pays expenses, and makes distributions all year. You hear about it at filing time, in a pile of statements, after every planning window has closed.
Distributions surface after year-end.
A December distribution changes the return and the planning. By the time it reaches you, the 65-day election window is closing or closed.
The records arrive as a shoebox.
Statements, screenshots, and half-remembered transfers. You rebuild the year before you can advise on it.
You're the last to know the trust exists.
Clients sign trusts and forget to mention them. The first you hear is a K-1 question in April.
How It Works for Your Firm
The year, recorded as it happens.
Step 1 of 4
A client trust connects to your firm.
Or they invite you
Your client connects you from their trust, or signs up through your referral link.
Either door, same record.
Every obligation cites the controlling statute.
37 UTC jurisdictions · 14 non-UTC states · 51 total: all 50 states and Washington, D.C.
For Your Firm
Why CPAs use TrustHelm.
A financial log kept in real time
Income, expenses, and distributions recorded and categorized when they occur, not reconstructed in the spring.
The document scanner does the data entry
Clients photograph statements. TrustHelm extracts the entries, flags low-confidence lines for review, and skips duplicates. The shoebox becomes a ledger.
Annual reviews you can start from
A guided annual review walks the client through what changed. You begin from a current picture instead of an interview.
Reports built for your workpapers
Export the financial log and the trust record as CSV or PDF whenever you need them.
Professional accounts are free forever. Unlimited seats and no roster cap.
FAQ
Common questions.
No. TrustHelm keeps the trust's financial record clean and current through the year. The 1041, the K-1s, and the judgment stay with you.
Start filing season organized.
TrustHelm keeps your clients' trust finances current all year, so the work starts from a ledger instead of a shoebox. Free to start. No credit card required.