AI-powered tax solutions
One agentic AI platform — unlimited productivity
Automate manual work with purpose‑built agentic AI — moving your firm from preparation to advisory, at speed and scale
Transform your work with agentic AI
We put the AI in accounting
This isn’t just basic automation — it’s AI acting independently to eliminate manual tasks, giving you review-ready outputs in minutes.
Adopting new tech can feel like a big leap, but we’ve done the legwork. Get purpose-built, agentic AI backed by 30 years of experience and 150+ years of industry expertise. Thomson Reuters knows AI and knows your business.
Purpose-built technology
Utilize professional-grade AI designed specifically for tax and accounting workflows.
Proven at scale
Automate the most critical process with the option trusted by accounting firms worldwide.
End-to-end integration
Integrate your current systems seamlessly and modernize your entire practice.
Industry expertise and AI efficiency
Use trusted Checkpoint content and expert-verified citations, combined with efficient AI-powered research.
Accounting firms with AI strategies are 3.1x more likely to see ROI than those without*
Are you ready to lead this industry-wide transformation?
Redefine the way you work
Fast-forward to review
Eliminate preparation with complete first- and last-mile tax prep automation — from data intake to client delivery. Our agentic AI automation turns time-consuming tasks into review-ready deliverables.
Key outcomes:
- Faster preparation and increased accuracy
- Review-ready deliverables at every step
- Quality and compliance built into each process
- Integration without workflow disruption
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Get reliable, cited answers
Unify your firm’s internal documents, regulatory guidance, and trusted sources to deliver client-ready answers with full citations, powered by agentic AI.
Key outcomes:
- Automate analysis and document drafting
- Integrate firm knowledge, regulatory — IRS and SEC — and trusted Checkpoint content
- Standardize quality and reduce risk
- Navigate complex tax scenarios with confidence
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Drive newfound revenue
Advisory playbooks, packaging, pricing, and workflows provide a quick path to new revenue. Our agentic AI helps you turn every team member into an advisory professional.
Key outcomes:
- Quick path to new revenue streams
- Bridge advisory talent gaps with proven methodologies
- Scale services without scaling headcount
- Advisory-ready processes and workflows
See for yourself
Experience the future of tax and accounting
Let’s put agentic AI to work for your firm
Learn how to modernize your workflow with a personalized consult from one of our solution experts.