Payouts reach you late.
A trustee sends money to a family member in December. You hear about it when the return is due.
Start with the year’s records. Leave the shoebox behind.
See what your client or TrustHelm records about trust income, expenses, and payouts. Start your review with the saved facts.
The problem
The year happens before filing season.
The trust earns money, pays bills, and sends money to family all year. The records can reach you months later.
Records arrive in pieces.
Statements and notes come from different places. You spend time rebuilding the year before you can review it.
A new trustee needs a clear account.
Someone takes over the trust without a clean record. They need to show what came in and what went out.
How it works
Bring the year into one record.
TrustHelm helps your firm review the money that has been recorded.
Step 1
Connect your client.
Add a client by name and email, or accept their invitation. You can upload their trust if you have it.
Step 2
Review the saved facts.
TrustHelm reads the trust, and your client confirms the record. You see what your client or TrustHelm records.
Step 3
Review the trustee’s accounting.
Trustee Accounting tracks money in and out for trusts run by a successor trustee or set up as irrevocable.
Step 4
Choose what your firm watches.
Monitor the client trusts you follow through the year. TrustHelm shows recorded income, payouts, and other changes in the app.
This picture shows an example trust record.
For your firm
Why CPAs use TrustHelm.
TrustHelm brings recorded money and trust details into the same review.
Funding follow-through
See which assets are recorded. TrustHelm shows recorded assets and their funding status. You can use that list as a starting point for your review.
Client changes
Review what changed during the year. TrustHelm shows recorded income, payouts, and life changes on monitored trusts. The return and tax advice remain your work.
Document scanner on their behalf
Review a statement before saving entries. TrustHelm prepares financial entries for review. Later scans need an active Premium plan on the client's trust and edit access.
Record and export
Take the saved record into your review. TrustHelm exports the visible trust timeline as CSV or PDF. Trustee Accounting keeps a separate record of money in and out.
CPA Monitoring
What Monitoring tells you
TrustHelm watches the money and changes recorded on the client trusts your firm monitors.
Instant-eligible signals
Shown in What changed and your firm summary. Eligible for instant email with paid monitored capacity and the email switches below turned on.
- Material life/trust changes
- Property titled out of trust
- Distribution recorded
- Income recorded
Summary-only signals
Shown in What changed and your firm summary, without an instant Monitoring email.
- Beneficiary changes
- Property acquired
- Annual Trust Review completed
- Last active asset funded (T15)
Material life/trust changes include a reported death, marriage, divorce, successor trustee change, amendment or restatement. Property titled into the trust does not appear in What changed.
Follow-up in context
Income has been recorded.
A financial scan saves an income entry after review. For example, the trust records rent from its house.
A payout has been recorded.
A financial scan saves a distribution after review, which is money paid from the trust. For example, it records a family payment.
Funding is marked complete.
Your client marks funding complete. For example, they report that the last account has moved into the trust.
The trust or family has changed.
The record shows a death, marriage, divorce, new trustee, or trust change. For example, a successor takes over after a death.
The accounting has gone quiet.
TrustHelm flags a long gap or an old open task. For example, a successor trustee has saved nothing for over 10 months.
Funding has stalled.
After 90 days connected, fewer than half the recorded assets are verified. For example, several accounts still need a check.
How you hear about it
TrustHelm shows updates in Monitoring and What changed. In Clients, use the Going stale and Funding stalled filters.
TrustHelm only watches what is saved in your monitored trusts. It does not check outside records or a document's age.
Unmonitored trusts stay open to your firm. TrustHelm does not watch them.
Each person picks their emails
Free Monitoring includes an optional monthly firm summary, without instant Monitoring emails. Paid monitored capacity adds optional Instant alerts and a weekly firm summary. In Notification settings, choose Firm summary email to change the cadence or turn it Off.
Turn on Email me firm notifications and Instant alerts to receive eligible instant emails. Turning off either the master email switch or Instant alerts stops instant Monitoring emails.
Funding problems is a separate switch, Off by default. Paid capacity alone does not turn it on. Free Monitoring includes funding follow-up in the summary.
Not every item generates an email. Each person chooses their own emails. Email is the only outside channel.
Professional accounts are free. Monitor three client trusts for free, then add more for $5 a month or $50 a year per monitored trust. Premium sponsorships are separate.
- Every account can use two-factor sign-in with an authenticator app.
- TrustHelm stores documents privately. Each download link stops working after 60 seconds.
- Only the trust's owner can disconnect a firm. They can do this at any time.
FAQ
Common questions.
Your client controls your firm's access and can remove the firm at any time. Everyone at your firm sees its connected client trusts. Your firm's own confidentiality and consent rules still apply to anything you upload.
Start filing season with the record.
TrustHelm keeps saved trust money and documents together for your review. Free to start. No credit card required.