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

 

See for yourself

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.

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