Maximize efficiency across your tax workflow
Eliminate silos, reduce rework, and accelerate delivery with our tax solutions — so you deliver more value in less time
Challenges facing tax professionals today
In today's demanding tax environment, mounting pressures create bottlenecks that reduce efficiency, squeeze profitability, and erode client satisfaction.
Manual data entry
Every keystroke creates a risk. Manual entry wastes staff time and increases the risk of calculation mistakes and compliance issues. Our automation reduces rekeying, standardizes accuracy, and frees teams for review and higher-value work.
Disconnected systems and processes
When systems don't share information, data gets trapped in silos. This creates blind spots, slows handoffs, and makes real-time capacity visibility difficult. We bring tools together, so data moves cleanly across the process — reducing handoffs and improving oversight.
Capacity restraints
When volume spikes, limited resources force tradeoffs between overtime, turning away work, or risking quality. We scale with intelligent automation that expands throughput, helping firms grow without adding strain.
Learn how a leading firm achieved breakthrough results using Thomson Reuters tax solutions
Manual tasks to modern workflows
Scottsdale CPAs, PLLC, integrated SafeSend, SurePrep 1040SCAN, and UltraTax to automate tax end to end — cutting manual work, speeding onboarding, and boosting capacity without hiring.
“The integrated Thomson Reuters suite eliminated our data silos and manual handoffs. We’re processing more returns than ever with better quality and less stress.”
Keestan Willes
Accounting Manager, Scottsdale CPAs, PLLC
Your complete tax workflow solution
Cover every phase of tax work, from research through advisory, with connected solutions that help your firm move faster with confidence.
Ask and analyze
Tax professionals need fast, accurate guidance when navigating complex regulations and client scenarios. Our research solutions provide continuously updated, authoritative content with the security standards your clients expect.
CoCounsel Tax
Transform your tax practice with an AI-powered assistant that unifies trusted answers, automation, and firm knowledge in one seamless platform. Enhance efficiency, reduce risk, and improve client confidence.
Gather and deliver
Tax professionals need fast, accurate guidance when navigating complex regulations and client scenarios. Our research solutions provide continuously updated, authoritative content with the security standards your clients expect.
SafeSend
Automate your firm’s delivery and e-signing process with this powerful accounting solution. Provide a seamless client experience while reducing errors, saving time, and streamlining your workflow.
Prepare
Time spent on data entry slows down work and introduces risk. We support the accurate parsing and movement of captured data directly into compliance tools to eliminate administrative bottlenecks that stand in the way of professionals reviewing returns faster.
1040SCAN
Automate source-document data extraction with technology that covers 4 to 7 times as many types as the alternatives. Free your team from tedious rekeying work while improving accuracy.
Additive
Ingest and parse Schedule K‑1 and K‑3 forms and related state and international documents with over 95% accuracy. Process challenging returns with precision and reclaim time to improve productivity without adding headcount.
Ready to Review
Autonomously complete 1040s in minutes instead of hours. Automate 1040 returns with an agentic-AI workflow to handle significantly more volume with your current team while relying on proven tools to ensure accuracy and compliance.
Review, and e-file
Delays in compliance form coverage, readiness, and version control lead to delays, and complex returns demand specialized expertise and time. We prioritize the timely delivery of a robust catalogue of forms and streamline processes with advanced tools and automation to help professionals handle both the simplest and most sophisticated returns at scale.
UltraTax CS
Centralize preparation and streamline repeatable compliance processes. Empower your team to move faster with better visibility, fewer handoffs, and more consistent outcomes.
GoSystem Tax RS
Handle the workflow no matter the size of your firm with industry-leading, professional income-tax software. Pay less in maintenance costs, face fewer storage issues, and rest easy with business continuity on this online platform.
Advise
Clients expect proactive guidance — not just compliance. Our solutions connect to your preparation data, so you can deliver client-ready insights and turn tax data into planning opportunities.
Ready to Advise
Transform tax compliance work into high-value advisory opportunities with AI-powered strategy identification and guided implementation workflows. Empower staff at all levels to deliver expert tax planning, demonstrate clear value to clients, and create recurring revenue streams.
Manage
A successful practice runs on organized documents and clear operational oversight. Our management solutions keep work organized, improve efficiency, and strengthen visibility across the firm.
GoFileRoom
Create a truly paperless workflow. Centralize and secure firm documents with structured organization and fast retrieval, so teams spend less time hunting and more time producing.
FirmFlow (Workflow Management)
Centralize tasks, deadlines, and approvals in one place. Ensure every return, engagement, and request moves forward with clear owners, fewer bottlenecks, and on-time completion.
Have questions? Request a consultation.
Explore our insights and resources
How agentic AI is redefining the tax and accounting profession
Agentic AI can automate tax compliance by continuously monitoring tax law changes, analyzing financial data, and proactively identifying risks.
Weekly AI workflows: How 86% of tax professionals are integrating AI into daily operations
See how tax professionals achieve measurable productivity gains through systematic AI integration. Explore the weekly workflow framework, tool selection strategies, and specific use cases driving success across research.
Modern tax workflow for top global and national firms
Discover how high-growth firms use end-to-end workflow automation and agentic AI to standardize execution, reduce hand-off friction, and support faster growth.
Frequently asked questions
Our solutions share a unified database, allowing data to flow automatically from client document collection (SafeSend) through preparation (UltraTax CS) and into final storage (GoFileRoom). This eliminates manual data entry and ensures consistency across your entire workflow.
Yes. Whether you are a solo practitioner or a Top 100 firm, our platforms scale to meet your needs. You can start with core compliance tools and add advanced automation or advisory capabilities as your firm grows.
By automating repetitive tasks like data entry, document organization, and client follow-ups, our technology recovers hundreds of hours per year. This allows your staff to focus on high-value review and advisory work, reducing burnout and overtime.
We provide dedicated implementation specialists, comprehensive training resources, and 24/7 technical support to ensure your team is up and running quickly. Our goal is to minimize disruption and accelerate your time to value.
Questions about our products and services? We’re here to support you.
Contact our team to learn more about our tax, audit, and accounting solutions.
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