The Landscape Has Changed
With one of the largest outsourcing providers no longer in the tax preparation business and the addition of more “big box” providers that are squarely focused on very large financial institutions, small- to medium-size fiduciaries are forced to:
Deal with additional paperwork
Manage endless consents and sign-offs
Deal with independence conflict and restrictions
Increase their involvement in the compliance process with limited resources
One Size Does Not Fit All
TrustFTC’s mission is to ease the administrative burden of fiduciaries who are left behind because they are not large enough for the “big box” providers and/or no longer receive the personalized service they expect from their providers.