Harper & Co. CPAs · 9 connected trusts · LIVE
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.
Your client signs their trust
They invite you, or sign up through your referral link
- 3
TrustHelm AI reads the trust and sets up the financial log
Income, expenses, and distributions get recorded and categorized as they happen.
- 4
You see the year as it happens
Entries, scanned documents, and reports are ready when you are.
Wilson Family Trust
Connected to your firm- Distribution logged Dec 14 · $18,500 · categorized
- Scanner: 13 entries saved from 4 statements, 7 duplicates skipped
- Financial log: 34 entries this year
- Annual review completed Oct 2
- Reports ready: CSV and PDF export
- Your client can invite you to view this trust at any time.
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.
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.
Free for your first 3 client trusts. Unlimited seats for your firm.
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.