Learn more about Thomson Reuters products for tax and accounting professionals
We offer comprehensive expert research, fully developed software suites, standalone products, web-based platforms and continuing education. From niche accounting firms to global corporate tax needs, there is a combination of software and know-how that fits. Click on any module below to get started.
A comprehensive 1099 solution, ONESOURCE Tax Information Reporting lets you consolidate and centralize your information to process and file all forms as required by the IRS and SSA.
ACA Compliance Reporting
While the reporting process for 1095-A, 1095-B and 1095-C is somewhat new and very complex, information reporting is not unfamiliar to Thomson Reuters ONESOURCE. ONESOURCE manages massive volume filings with ease, all while delivering exceptional customer service and unparalleled security. We keep you confident in this changing regulatory environment.
Accounting & Audit
Turn to Thomson Reuters Checkpoint for all your accounting and auditing answers. Stay on top of breaking news at FASB, SEC, AICPA, IRS, Treasury, and other standard setters.
A revolutionary accounting, trial balance, financial analysis, payroll, and client accounting system.
Accounting CS Client Access
A powerful service that lets you work with your business clients in real time, all the time.
Accounting CS Payroll
A full-service payroll software offering for accountants that quickly performs calculating payroll with accuracy and ease.
Audit management and trial balance software that combines cloud convenience with enterprise-level processing power to make managing all your engagements easy and effective.
Manage many audits simultaneously with a new level of organization and documented support. ONESOURCE Audit Manager supports international, U.S. federal, state and local audits across all jurisdictions and tax types.
Maximize efficiency and reduce redundancy with our comprehensive, multi-level solution for creating and maintaining accurate geographic data.
Providing constituents easy access to records, property and tax data, it’s like having a branch of your office open online.
For rural communities without a formal land registration system, our software offers a turnkey solution requiring minimal training or investment.
Our easy-to-use, browser-based records management system helps cash-strapped governments do a lot more with less.
Bring unparalleled automation and efficiency to your jurisdiction’s legal framework for land rights registration.
The most comprehensive and flexible tax billing, collection and management solution available on the market today.
Data accuracy and ease of use are key features of this robust, yet easy-to-use property appraisal solution.
Market your professional firm with highly customizable email newsletter programs with a choice of content, a real-time tracking and reporting dashboard, and the ability to integrate with other tools, including video, online tax guide, CRM systems and late-breaking news. Also, content for CPA firm websites and blogs, video services and products, marketing best-practices webinars and expert advice on email and social media marketing, SEO, and business development.
Thomson Reuters Checkpoint connects you to the most comprehensive and trusted tax facts and expert analysis online. Quickly master our simplified search for exactly the right research and guidance, news and source materials.
Designed specifically for multinational corporations, Checkpoint World provides the insight needed for cross-border tax and accounting transactions.
Corporate Finance & Accounting
Complete libraries of source materials from the SEC, PCAOB, FASB, and AICPA are integrated with expert analysis.
Whether your corporation operates in one country, one state or around the world, turn to Thomson Reuters ONESOURCE for the most comprehensive software solution to manage your complete tax lifecycle. For corporate tax guidance, research and analysis, Thomson Reuters Checkpoint is unmatched. And for multinational companies, Checkpoint World provides insight on international tax and accounting practices to effectively complete your cross-border transactions.
CPE & Learning Solutions
Gain the knowledge you need, make certification compliance a snap, improve retention and develop your staff, all with the Checkpoint Learning platform, events and webinars.
CS Professional Suite
An integrated suite of robust, professional-level tax and accounting tools for accounting firms and CPAs. CS Professional Suite offers fully automated workflow, paperless processes and the powerful backing of Thomson Reuters information resources.
This online tax information database has been providing answers to the tax questions of Mexican citizens and professionals for more than 70 years.
For individuals and accountants working in Canada, Dr. Tax is the most extensive tax and accounting software on the market.
This accounting suite of software was created by accounting professionals, for professional accountants in the United Kingdom.
Streamline engagements with a paperless software solution that covers every step. Engagement CS integrates powerful research and guidance tools to help accounting firms provide complete, accurate, and cost-effective engagements for their clients.
Get best planning practices for all types of estates and trusts as well as guidance in preparing flawless estate and trust income tax returns.
Tax compliance and payroll software for doing business in India. As the leading withholding tax software provider in India, Fast Facts serves thousands of firms, including the Big Four accounting firms, banks and multinational corporations.
Federal Tax (US)
The most comprehensive collection of research, primary source materials, analysis and expert guidance for accounting, tax and corporate finance professionals. Products are available online via Thomson Reuters Checkpoint, in print and via e-books.
Secure storage for your accounting firm’s digital documents. FileCabinet CS allows scanned image uploads and uses optical character recognition to speed processing. Access, view or email in an instant, taking your firm to its full paperless potential.
This workflow software helps your accounting practice standardize any business process with automated routing, real-time tracking, custom reporting, and more.
Fixed Assets CS
Manage your clients’ fixed-assets inventory and calculate multiple depreciation methods. Fixed Assets CS uses simple wizards to accurately manage assets. Works seamlessly with CS Professional Suite to eliminate repetitive data entry.
Web-based document management, scanning and workflow technology with the flexibility of 24/7 access. You and your accounting firm staff can share, route and review files at any time, using a highly customizable, turnkey solution.
GoSystem Tax RS
A secure online environment for collaborative tax preparation across your accounting practice. GoSystem RS allows multiple staff to work on returns concurrently. Access, share and store all your data and tax applications from anywhere you have an Internet connection.
Accounting professionals in Peru choose Informativo Caballero Bustamente (ICB) as their go-to software solution to serve their clients.
Customized on-site training for our flagship products. In-house training for PPC across 50 topics; in-house AuditWatch training and consulting; or cost-effective video training modules and webinars for Checkpoint.
Keep up with constantly changing sales and use tax, VAT, GST, as well as country and industry-specific indirect taxes around the globe. With the broadest and deepest coverage of tax content in over 14,500 tax jurisdictions in over 180 countries, we consolidate your work with a solution that offers proven results. Thomson Reuters ONESOURCE manages tax compliance easily, cost-effectively and efficiently.
International Tax Research
Gain a deep understanding of the requirements of doing business in every region of the world with the most comprehensive information solutions to serve your expanding needs. Get up to speed on tax treaties, transfer pricing, tax laws, and global tax strategies. Access OECD models and IBFD content as well as our own WorldTrade Executive and WG&L analysis and treatises.
For members of the international trade community, research materials, support and tools from our Boskage, WorldTrade Executive and WG&L experts are now available together on Thomson Reuters Checkpoint®, the leading online information service for tax, accounting and finance professionals. We understand that yours is a complex and ever-changing industry, and as a result our products are updated as laws, policies, government texts or supplements change.
Live Seminars & Conferences
Seminars and week-long conferences from leading providers of tax and accounting education, presented by Checkpoint Learning from Thomson Reuters. Nationally recognized speakers and hands-on practitioners provide the latest in continuing education and networking.
Acquire and retain clients, position your firm as a thought leader, and grow a more profitable practice with electronic and print newsletters, tax guides, content, custom professional websites, social media marketing tools, website optimization, and other marketing products, services and guidance from our leading brands—BizActions, PDI Global and Web Builder CS
This comprehensive tax and accounting solution helps Brazilian corporations keep up with corporate accounting needs.
Payroll processing for your accounting firm’s clients. Accurate client reporting, revenue sharing and journal entries integrate with your write-up or trial balance software. Increase your business and boost client retention without having to physically process payrolls.
Allow your clients a convenient, secure way to access documents and software, transfer data and exchange information with your accounting firm, any time and from any location, via your own website.
Nonresident Alien Taxation
Trust ONESOURCE Nonresident Alien Taxation to stay compliant with increasingly important payroll and reporting rules for U.S. nonresident alien employees. Our experts help you make sense of W-8/W-9 tax information reporting rules.
Interactive courses on Checkpoint Learning cover a variety of accounting and tax topics, including industry-leading state ethics training courses for accountants. Top products: Checkpoint Learning, MicroMash, PASS Online, and Checkpoint Learning Webinars.
Market your professional firm with customizable email, print and online niche newsletters, email distribution and tracking systems, tax and estate planning guides and seminars, tax and accounting alerts, and content for social media and other communications. Also, white papers, newsletters and webinars on marketing best practices, as well as marketing support and guidance with custom editorial, website and collateral development services.
Pension & Benefits
Confidently design and administer pension plans and employee benefit programs with editorial guidance from leading RIA, WG&L, PPC, and EBIA specialists.
Analyze tax strategies and communicate results to your clients. View tax alternatives, create projections by state, show percent or dollar changes and carry forward items automatically. Add high-value tax planning to your offerings.
Comprehensive practice management software. Get a digital dashboard with real-time views of staff workflow and valuable insight into every aspect of your practice: billing detail, staff availability, client communications and ongoing performance insight.
Manage your property tax compliance throughout the United States and Canada with Thomson Reuters ONESOURCE. A streamlined approach, from complex issues and appeals to technology and data security, property tax workflow and compliance.
Written by and for tax professionals, this is the complete quick and easy-to-use information source with its own unique voice. When you need a quick, concise and accurate US federal, state or local tax answer, turn to Quickfinder.
Turn to Checkpoint Learning for continuing professional education (CPE) self-study programs, both online and print-based. A variety of flexible, affordable ways to meet CPE requirements. Coursework can be supplemented with video and audio from live seminars.
This tax and accounting software brand offers complete solutions for accounting firms in the country of Argentina.
Software as a Service for CS Professional Suite (SaaS)
An online software delivery method that lets you lease the entire award-winning CS Professional Suite plus Microsoft® Office and Exchange for a low monthly cost.
State & Local Tax (US)
Cut through the maze of state and local taxes with the speed and ease of Thomson Reuters Checkpoint along with an array of print and e-book products. Checkpoint gives you more state and local tax information than any other research service. Anchored with the expert guidance from renowned authors, you can be sure that the content and analysis will always provide you with the most comprehensive expert guidance available.
Tax Information Reporting (1099)
Manage U.S. and Canadian 1099s, W-8/W-9 requirements, TIN compliance and withholding management. Keep up with foreign reporting with our FATCA solution. Need help understanding the myriad of changes in regulations? Our training will help turn your staff into experts.
Tax professionals in Canada rely on the Carswell online research resource. Featuring libraries for federal income tax, GST and provincial tax, get the definitive answers you need, the relevant commentary you can trust.
Put key accounting and tax tools at your fingertips. ToolBox CS quickly accesses financial, accounting, and tax calculators, calculating federal forms, flowcharts from the IRS and templates of internal office documents.
Optimize tax processing using a patented system for corporate tax provision. ONESOURCE Tax Provision creates an automated flow of information between general ledger, provision and return systems, customizable self-reconciling reports and guaranteed calculations.
Analyze transactions in accordance with your transfer pricing policies. ONESOURCE Transfer Pricing creates a step-by-step process to guide you through a complete transfer pricing study and generate compliance documents.
Trust & Estate Administration
Thomson Reuters ONESOURCE software and service solutions for 706, 1041, 709, fiduciary accounting, estate planning and more. Ensures easier, more efficient estate and trust administration, including fiduciary accounting, estate taxes and gift taxes.
Comprehensive trust tax compliance software on Thomson Reuters ONESOURCE. Access virtually every type of trust tax return. Offers estate and administration tools and full-service trust tax services through a secure data center.
Streamline your tax practice workflow, from initial client data collection to tax return e-filing. Do more with less staff by eliminating hours of manual effort.
Virtual Office CS
Get CS Professional Suite tax and accounting software and selected Microsoft products in a virtual environment. Eliminate your IT burden and ensure business continuity. Simply log on and go to work, with secure, 24/7 Internet access to your software and data.
Web Builder CS
Strengthen your accounting firm’s online presence with an easy-to-build custom website along with unique content, calculators, newsletters and more to create a professional presence.
Manage corporate tax workflow, from planning to provisions, tax return preparation and audit response. ONESOURCE WorkFlow Manager handles workflows, documents and data collection. ONESOURCE Calendar automates due-date monitoring.
A completely new way to manage your workpapers, with real-time online collaboration and powerful tools for managing data from a variety of sources.