Ready to Advise features

Confidently build recurring revenue beyond tax season 

Turn seasonal tax work into ongoing advisory engagements with AI-powered tools that showcase your firm's value year-round

Client analysis and strategy tools

Analyze tax returns to identify personalized advisory opportunities, prioritize high-impact strategies, and provide step-by-step guidance — all tailored to each client's unique financial goals.

Find relevant tax strategies

Upload client tax returns and supporting documents to identify opportunities tailored to each client's unique financial situation. The AI-powered analysis evaluates potential strategies and prioritizes recommendations based on potential impact, implementation complexity, and alignment with the client's documented financial goals.

AI-Guided Advisory Delivery

Help your firm shift from a transactional to a strategic advisory approach with step-by-step implementation guidance for complex tax strategies. Each workflow breaks planning techniques into manageable actions, supported by explanations, calculation tools, and Checkpoint content — ensuring consistent quality while enabling less experienced team members to execute high-value work.

Q&A Chat

Get answers instantly to complex tax planning questions that arise during client engagements. This AI-powered tool, grounded in Checkpoint’s trusted content, delivers precise responses, eliminating research time and enabling confident advisory conversations.

Identify relevant tax strategies with Ready to Advise

Client communication and reporting

Generate value-driven reports that demonstrate strategy impact, projected savings, and progress toward financial goals, making complex tax planning concepts accessible and compelling to clients.

Client-Ready Reports

Make complex tax strategies into visually compelling deliverables that clearly communicate value to clients. These customizable reports showcase proposed opportunities with projected financial impact, document implemented strategies with actual results, and naturally introduce relevant next advisory engagements.

Deepen your client relationships with Ready to Advise