Tax automation suite
Smarter tax workflow automation
Eliminate bottlenecks and reclaim hundreds of hours with the purpose-built, integrated suite of SafeSend, SurePrep, and UltraTax CS
Your workflow shouldn't work against you
When your tools don't work together, tax season becomes a grind
You may have invested in modern technology. But without seamless integration, you're not realizing the full value of those investments. There's a better way.
Thomson Reuters delivers the complete solution: a purpose-built, integrated suite that transforms every step of the tax workflow — from document gathering through final delivery — with seamless, end-to-end automation.
What your firm can achieve with the tax automation suite
Streamlined operations with one integrated platform
Reduced reliance on seasonal staffing due to year-round efficiency
Enhanced quality control with complete document visibility and client communications
Up to 65% fewer clicks per return across gathering and preparation workflows
Reclaim two hours per return
See how integrated automation increases accuracy, accelerates delivery, and improves client experiences
World-class automation in action
The next-generation tax workflow
Watch how integrated automation transforms every stage of your 1040 process — from the moment a client uploads their first document to the second they e-sign their completed return.
We’ve decreased our staff and increased our revenue significantly over the past four years.
Keestan Willes
Accounting Manager at Scottsdale CPAs, PLLC
Streamline every step: Gather → Prepare → Review → Deliver
SafeSend
Seamless client experience from gather to deliver
SafeSend's smart portal ensures clients submit what you need, eliminating back-and-forth exchanges. Save time by delivering returns automatically with integrated e-signatures and payment processing.
SurePrep
Accelerated preparation and review
1040SCAN extracts, exports, and auto-verifies data, saving 90 minutes per return. SPbinder's roll-forward function and annotations streamline review, so preparers can focus on analysis.
UltraTax CS
Complete automation in one integrated platform
UltraTax CS powers your complete workflow within one platform, backed by best-in-class professional-grade tools and advanced diagnostics. Seamless integration ensures efficiency and accuracy at every stage.
Ready to transform your tax workflow with automation?
The right solutions deliver real results, whether you're starting fresh or building on your stack
Book a demo tailored to your firm. New to Thomson Reuters? See the complete suite in action. Already invested? Learn how to fill critical gaps and maximize value for immediate time savings and ROI.