Tax workflow solutions
Empower your firm with technology that works as hard as you do
Elevate your tax workflow from end-to-end
Identify the stage of your tax workflow that presents the most challenges and discover how Thomson Reuters solutions can help resolve your pain points and elevate your firm.
Gather
Shorten the gather phase’s timeline by automating key processes like client engagement, data collection, and identification of regulatory changes.
Our recommended solution:
TaxCaddy simplifies tax prep with efficient communication, automated document request lists, information gathering, e-signatures, and a client-focused portal.
Prepare
Leverage automation during the prepare phase to reduce the time it takes verifying data entries and indexing with unmatched accuracy.
Our recommended solution:
UltraTax CSÂ allows you to streamline your workflow with an extensive scope of returns and forms, intelligent calculations, automated data sharing, and more.
Review
Effortlessly identify and correct errors by viewing all relevant information on multiple monitors at once, ensuring the accuracy of complex returns.
Our recommended solution:
SPbinder makes managing and organizing digital workpapers effortless. Streamline the preparation process and shorten review time with this efficient tool.
Deliver
Reduce time spent on assembly and delivery with efficient preparation of templates, collated documents, client authorization, and more.
Our recommended solution:
TaxCaddy simplifies tax filing by allowing users to upload their finalized returns, payment vouchers, and invoices to their accounts. From there, they can review, e-sign, pay invoices, and submit state and federal taxes all within the app.
Manage
Keep clients and staff happy with an end-to-end digital workflow that integrates applications across your tech stack for seamless aggregation.
Our recommended solution:
GoFileRoom helps you elevate your tax management with cloud-based document management software that standardizes and organizes volumes of documents in one unified system.
Advise
Take your advisory services to the next level by easily gathering critical client data to surface insights and uncover opportunities for clients.
Our recommended solution:
Practice Forward enables you to confidently lead client relationships and move toward firm-wide advisory services with features like one-on-one coaching, proposal templates, and more.
Quantifiable results of an open and connected tax workflow ecosystem
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11-35Minutes saved per return on average with automated data entry
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127%Average increase in customer satisfaction after use of e-Signature
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21%Of leaders rank new collaboration tools as a top planned technology investment
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60,000XRate of processing improvement when you have access to relevant client data for visualization in proposals
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9-10%Of operating expense reduced with standardized processes
Checkpoint Edge with CoCounsel
AI-Assisted Research on Checkpoint is redefining how tax professionals work. Supporting the gather, review, and advise stages, this tool seamlessly integrates with your Thomson Reuters tax suite, giving you comprehensive insights you can trust.
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Interested in learning more?
Fill out the form and someone from our consultation team will reach out to show you how our tax workflow solutions can take your firm to the next level.