Training Center


    ONESOURCE Trust & Estate recorded Training Series

    Thomson Reuters offers recorded online training sessions for ONESOURCE Trust & Estate Fiduciary Accounting, 706, 8971, 709, and Fiduciary Calendar software. These sessions cover basic program operation and are ideal for new users or those who simply want a refresher course.

    Files will be downloaded to your computer to be run at your convenience.
  1. ONESOURCE Fiduciary Accounting System (FAS)

  2. Transactions that are common to both
    ONESOURCE Fiduciary Accounting and 706

  3. ONESOURCE 706

  4. ONESOURCE Form 8971

  5. ONESOURCE 709 for 2022

  6. ONESOURCE zCalc Estate Planner

  7. ONESOURCE Fiduciary Calendar