For tax and accounting firms

Conquer tax workflows — build your AI-powered firm

The top tax and accounting firms trust Thomson Reuters to deliver the efficiency they need now and the innovation that prepares them for what's next

Elevate your tax workflow from end-to-end 

Unlock productivity and profitability

Built on gold standard software and industry-leading agentic AI, the Thomson Reuters Tax Workflow Suite frees you from the manual grind, so you can focus on what matters most — your clients.

  • Automate with intelligent precision
  • Optimize your complete tax workflow
  • Transform with strategic insights
  • Enhance the client experience

Shorten the gather phase’s timeline by automating key processes like engagement, data collection, and identification of regulatory changes

Our recommended solutions:

Build a tax workflow that works for your firm

Our solutions are designed for flexibility.

  • Stand-alone. Deploy powerful tools to address specific pain points.
  • Seamless integration. Open APIs integrate with your existing tech stack. Keep the software you want, without added cost.
  • End-to-end suite. Unified Thomson Reuters solution for maximum efficiency.

1040SCAN with SPbinder

Advanced OCR technology recognizes up to 7X more tax documents than other solutions, reducing tax return turnaround times by 29%.
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TaxCaddy

Eliminate the traditional organizer and increase client satisfaction during the 1040 client experience with a consolidated, user-friendly app available for iOS, Android, or desktop.
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SafeSend

Streamline gather, delivery, and e-signing through an intuitive client interface that guides users through the entire tax process.
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GoSystem Tax RS

Manage high volumes of complex U.S. federal and state tax returns. Streamline processes, reduce data entry, and cut costs through real-time API connectivity, personalized onboarding, and expert consulting.
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UltraTax CS

Enhance efficiency and accuracy through automation and integrations, saving 65% of tax prep and review time, while minimizing errors, and freeing time to handle more clients.
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ONESOURCE

Simplify corporate tax provision, reporting, and compliance processes in direct tax. Streamline data and automate workflows, while improving efficiency and reducing the risk of audits.
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CoCounsel Tax

Agentic AI platform built to solve real-world work in tax workflows. By combining generative AI with agents, CoCounsel unifies your firm’s internal knowledge with trusted third-party and regulatory sources streamlining research, analysis, and decision-making with explainable outputs.
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Ready to Review

Agentic AI tax prep solution automates document extraction, client creation, and solves diagnostics for simple 1040 returns, dramatically increasing efficiency and accuracy for professionals. Free your time to focus on high-value strategic work and client advisory services to grow your business.
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Ready to Advise

Agentic AI to transform client tax data into personalized, high-impact planning opportunities and deliver step-by-step, actionable recommendations — empowering firms to provide year-round advisory services, strengthen client relationships, and justify advisory fees with clear, quantified benefits.
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Additive

GenAI-native extraction tool used for streamlining the repetitive, time-consuming task of ingesting and parsing pass-through entity documents, including Schedule K-1 federal tax forms, during tax preparation workflows.
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Open APIs

Integrate Thomson Reuters and third-party apps to automate and customize workflows, centralize data, and surface insights, saving time and reducing errors.
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HighQ

Intelligent, tech-agnostic, and highly customizable collaboration hub, designed to integrate effortlessly into a firm’s tech stack enabling a singular, powerful client experience.

GoFileRoom with FirmFlow

Secure, cloud-based document management platform that combines feature-rich document storage, scanning, and workflow technologies into a single cloud-based solution to support real-time staff and client collaboration.
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Experience unparalleled end-to-end tax workflow automation powered by advanced AI technology with the Thomson Reuters Tax Suite.

Quantifiable results of an open and connected end-to-end tax workflow

Friedman Huey selects SurePrep

Benji Kramer, Director of Technology for Friedman Huey Associates, shares why he considers SurePrep the “gold standard” for scan-and-populate software, helping the firm drive efficiency, save time and build capacity for staff.

120+

minutes saved per return using Thomson Reuters tax solutions

95%

reduction in employee time spent identifying and correcting errors

9 to 10%

of operating expenses reduced with standardized processes

Ready to transform your practice? 

Speak with a Thomson Reuters technology expert

Discover how the power of Agentic AI can revolutionize your firm's tax journey from automation to transformation. Get your personalized demo today.

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