Tax & Accounting

Recommended Products

    • Checkpoint Edge

      A powerful tax and accounting research tool. Get more accurate and efficient results with the power of AI, cognitive computing, and machine learning.

    • UltraTax CS

      Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.

    • SurePrep 1040SCAN

      Automate workpaper preparation and eliminate data entry

Trade & Supply

Recommended Products

    • Foreign Trade Zone Management

      Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.

    • Indirect Tax

      Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.

Risk & Fraud

Recommended Products

    • CLEAR

      Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.

    • Fraud Detect

      Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.

    • ID Risk Analytics

      Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.

Tax and accounting

Tax tools and resources

Ensure compliance and simplify your organization's tax obligations with tax resources that offer flexible and automated workflows, trial balance management, and easy IRS filing

Deliver more returns in less time

Connect all areas of your tax business and automate workflows to meet productivity and efficiency demands.

Checkpoint Engage PCR

Preparation, compilation, and review (PCR) engagement software. Improve your efficiency with our award-winning, cloud-based technology.

Practice CS Project Management

Accounting project management software that helps you operate at peak productivity. Track projects in real time and stay in control of your workflow with a customizable dashboard.

Practice CS Staff Management

Optimize your accounting practice's staff management and boost efficiency across your firm. Manage benefits, budgeting, targets, and scheduling with ease.

Real Estate Property Tax

Manage and collect real estate property taxes. Keep up with the latest regulations and deadlines in the U.S. and Canada, calculate expense and liability balances, and get notified of unexpected increases.

Orbitax Executable Actions Tool

Future proof your international tax research and compliance. Automate workflows, make adjustments to align with tax code changes, track progress, and share reports with stakeholders.

Discover more about our tax planning and preparation solutions

Questions about our products and services? We’re here to support you. 

Contact our team to learn more about our tax and accounting solutions.

Need help?

View account and product support

Already a customer?

Go to product logins