Vendor
Thomson Reuters
Company Website
- ONESOURCE Dataflow
Standardize, organize, and optimize data at every step with a tax data management software. Streamline corporate tax preparation workflow and improve data accuracy without sacrificing interface familiarity.
- Checkpoint Catalyst
Adapt to a changing business landscape with powerful web-based tax research tools. Make informed decisions based on expert guidance and use decision trees and what-if scenarios to analyze your situation.
- SurePrep Outsource
Help your firm prepare more returns without adding staff with our tax preparation services. Whether your firm wants to grow its practice or simply combat workload compression, our full-time staff of trained professionals provides year-round assistance.
- ONESOURCE DAC6 & MDR reporter
Identify cross-border business arrangements with a software that complies with DAC6 tax disclosure directives and MDR reporting requirements. Flag transactions for tax reporting and avoid penalties for your corporation.
- ONESOURCE Tax Information Reporting
Meet federal and state regulations with e-filing for all U.S. states, Puerto Rico, and Canada. Track withholdings, B-notices, penalty notices, W-8 and W-9 forms, TIN data, and penalty abatements with a tax information reporting software.
- ONESOURCE 709 Gift Tax
Generate federal returns for trusts and estates with 709 gift tax software. See real-time calculations as you work. Use this module as a standalone product or integrated with the entire suite.
- Judicial Chambers
Overcome common challenges in judicial management with a unique software solution that allows access to all relevant documentation. Review documents that help consider issues, draft orders, determine sentencing, and craft decisions.
- Practical Compliance
Meet jurisdictional regulatory requirements and manage organizational risk within your corporate compliance department. Find clear guidance and resources across right subject areas, including data privacy and cybersecurity.
- 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 continuance under this online platform.
- C-Track
A web-based court management software that adds efficiency to workflow processes. Operate quickly through data entry, support court technology, and case information tracking.
- Netclient CS
Reach a new level of staff and client collaboration with client portals for accountants. Give access to clients anytime, anywhere to their personal financial documents and tax returns.
- ONESOURCE Export Management
Manage compliance, dependencies, and shipping delays through a leading global export compliance and management software. Use this secure solution to align supply chains and automate processes at multiple levels.
- Practice CS
Onboard new staff easily, invoice clients faster, and analyze the profitability of your services with world-class accounting practice management software.
- ONESOURCE ACA Compliance Reporting - Form 1095-B
Stay compliant with a 1095-B software solution that manages the entire tax filing process. Handle the new Affordable Care Act (ACA) tax information reporting and reduce the risk of expensive ACA penalties.
- ONESOURCE Data Hub
Rapidly process and store tax information for use, reuse, and audits with an automated and centralized tax data warehouse. Access real-time tax data via a tax data hub and reduce the risk of errors.
- ONESOURCE Data Query module
Pull the current and historical reporting data you need, instantly. Implement tax data extraction to support reporting and filing, plus an in-depth picture of your business.
- ONESOURCE Workflow Manager
Streamline the tax workflow to produce tax data that's consistent, compliance and ready for submission. Automate manual steps in your workflow, analyze projects at every stage, and easily find information to make quick strategic decisions.
- ONESOURCE Global Trade Content
Manage regulatory information for importers and exporters with our global trade regulations software. Access the most current trade data available from over 210 countries and territories.
- Cloud Audit Suite
Work from anywhere with cloud-based technology and secure, real-time updates — Cloud Audit Suite is your end-to-end solution to manage accurate and efficient audit and assurance engagements ... Manage workpapers with Engagement Manager.
- ONESOURCE ACA Reporting and Compliance Solution for Advisors
Guide clients through Affordable Care Act (ACA) compliance through this ACA reporting software. Streamline preparation, form distribution, and penalty abatement in one centralized, secure hub.
- ONESOURCE Fiduciary Accounting
Take advantage of this comprehensive fiduciary accounting software that saves time and prevents errors. Find everything you need for your trust and estate accounting needs in one centralized place.
- Batch Services
Streamline your workflow with efficient, time-saving batch public records searching ... Quickly search current and historical public records to obtain comprehensive information for investigations, litigation, due diligence, location of individuals and organizations, and more.
- Westlaw Precision
Innovative tools powered by generative AI deliver deep legal insights with speed and accuracy, providing you with greater confidence in your legal research ... Get relevant answers to your legal research questions with AI-Assisted Research.
- Westlaw Edge Canada with CoCounsel
Find exactly what you need — faster than ever before — with a vast collection of cases and commentary paired with CoCounsel, the first professional-grade generative AI assistant ... Get relevant answers to your legal research questions with AI-Assisted Research.
- Legal Tracker
Meet the complex needs of corporate legal departments through this AI-powered legal management and e-billing software. Instantly view legal matter management, case tracking and benchmarking analytics in a single source.
- LiveNote Stream
Broadcast audio, video, and text of a deposition to litigation members anywhere in the world through a deposition software. Get instant, private input from your team while observing a witness’s demeanor in real time.
- FileCabinet CS
A convenient document management system for accountants. Save valuable time by accessing files quickly in a digital file cabinet. View and email documents instantly.
- International Tax Navigator
Simplify your nonresident alien tax compliance process with a powerful software solution. Access the most extensive library for nonresident alien tax issues, including a searchable FAQ database.
- HighQ
Boost productivity with legal business management software that automates time-consuming tasks like contract drafting, legal workflows, and matter management. Empower secure team collaboration with this integrated platform.
- Orbitax International Tax Platform
Simplify research on international tax law and regularly updating regulations to achieve global tax compliance. Save time with easy access to an international tax compliance software and share valuable insights.
- Fixed Assets CS
Calculate depreciation quickly, and manage filings efficiently with our fixed asset software. Embrace customized reporting capabilities that tailor to the needs of each client while improving data accuracy.
- ONESOURCE 706 Estate Tax
File federal and state returns easily with 706 estate tax software. Choose this simple-to-use program that delivers thorough and accurate returns with real-time calculations as you work.
- Denied party screening software
Securely conduct global business transactions by automatically screening customers, suppliers, and partners against 750+ global denied party lists ... Efficiently maintain import and export compliance.
- ONESOURCE Income Tax
File quick and accurate U.S. corporate income tax returns with the most trusted software on the market. Manage every step of the process for federal, state, and international business taxes.
- Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
- FindLaw
Legal marketing services provided by trusted experts in the legal industry. Expand your client list and grow your firm with our deep understanding of the legal consumer.
- ONESOURCE Indirect Tax Determination
Market-leading global tax determination software that automates tax calculations. Report on sales and use tax, GST, VAT, and excise tax using the latest rates and rules.
- Practical Law for corporations
Thomson Reuters Practical Law helps to expand your team’s ability to support your organization ... Strengthen your corporate law department ... Are you and your staff struggling to say ahead of the constant demands and issues that come your way?
- GoFileRoom
Create a paperless tax and accounting office with document storage in the cloud. Link documents to client workflows as they're scanned and search by highlighted text, keywords, or previous queries.
- Stellar Performance
Maximize your firm's legal talent management with research-driven insight. Attract, develop, and retain lawyers that deliver a great client experience.
- ONESOURCE zCalc Estate Planner
Create, analyze, and present estate-planning strategies for your clients with this trust and estate planning software. Clearly communicate the most complex ideas and calculate the effects of different scenarios.
- Virtual Office CS
Find the freedom to work from anywhere with these remote accounting solutions. Operate Run CS Professional Suite programs and select Microsoft® products from secure servers as if they were installed locally.
- Case Notebook
Your key to efficient litigation case management. Searchable software that helps you organize, analyze, and share essential information.
- Advisory Services
Trusted advice supported by unique insight. Work with leaders to set up firm strategies that are clear and intentional. Also, identify opportunities to develop stronger relationships with clients while ensuring an authentic brand.
- Workpapers CS
Collaborate in real time with your team with this powerful tax workpaper and trial balance software. Streamline management with extensive configurability for documentation and establish controls.
- SECPlus Advanced
Get fast answers for SEC filing questions. Refine research with precise filters, link from filings to relevant comment letters, and track disclosure changes with the Compare Center redlining tool.
- Deadline Assistant
Embrace legal calendaring management through an easy-to-use solution. Manage deadline information across your entire firm and stay current with automatic updates with detailed reports of changes.
- ONESOURCE Indirect Tax Compliance
Automate your company's sales and use tax, GST, and VAT compliance and expedite your global indirect tax compliance obligations. Move beyond complicated, country-specific spreadsheets to stay compliant across the globe.
- CLEAR Adverse Media
Efficiently screen and monitor subjects of interest for adverse media and sanctions through this customizable screening and monitoring tool. Spot potential risky individuals and businesses with access to relevancy ratings.
- ONESOURCE Global Classification
A reliable import and export classification software that leverages artificial intelligence and machine learning to improve accuracy among production classifications across geographies or businesses.
- Accounting CS Payroll
Experience advanced solutions for time entry, paycheck delivery, and more through this payroll software for accountants. Automated features increase accuracy without hiring staff.
- CLEAR Risk Inform
Prevent fraud and detect potential hazards with this risk assessment tool, which delivers adverse indicators on subjects of interests. Protect your organization through detailed, configurable risk scoring that fit your specific needs.
- ONESOURCE ACA Compliance Reporting - Form 1095-C
Stay compliant with new Affordable Care Act (ACA) regulations through an intuitive 1095-C software. Large employers can prep, track, and manage all their employees’ forms about the health care coverage and report it to the IRS.
- Orbitax Executable Actions Tool (E.A.T.)
Future proof your international tax research and compliance with an international tax workflow software. Automate workflows, adjust with tax code changes, and track progress and share reports with stakeholders.
- ONESOURCE Foreign-Trade Zone Management
Foreign-trade zone (FTZ) software reduces cost of good with duty savings, taxes, and MPF cap. Expedite imports and exports and keep supply chain data in one central location for better inventory accuracy.
- Pleadings Motions & Memoranda - Westlaw
Pleadings, Motions, and Memoranda Enhance your case preparation with court documents from across the country ... Strengthen your arguments by analyzing the pleadings, motions, supporting memoranda, and jury instructions filed in cases similar to your own.
- PeopleMap
Find people, assets, and hidden connections faster through the premier public records search tool. Confidently conduct legal due diligence and legal research in one place.
- ONESOURCE TIN Compliance
Save time by automating B-Notice handling and processing with TIN compliance software. Avoid errors by comparing information in payees’ records and generating deadlines dates.
- Document Intelligence
Find answers within minutes with artificial intelligence trained by Practical Law attorney-editors. Streamline document and contract analysis and gain immediate insights that help your organization identify trends and reduce risks.
- CoCounsel Drafting
Find the best starting point with a comprehensive end-to-end solution that revolutionizes your drafting process. Confidently use generative AI within your drafting workflow, quickly detect document changes, and format and finalize your documents with ease.
- Pleadings, Motions, and Memoranda
Pleadings, Motions, and Memoranda Enhance your case preparation with court documents from across the country ... Strengthen your arguments by analyzing the pleadings, motions, supporting memoranda, and jury instructions filed in cases similar to your own.
- DT Max T1
DT Max T1 is professional tax preparation software for accountants who want to increase profitability by serving more clients in less time. Enter data with DT Max’s rapid-fire input screen: Do not flip from screen to screen to enter data. One client, one screen. So simple, it’s brilliant!
- Drafting Assistant for litigation documents
Cite to the leading authority, maintain good-law status, and prepare documents for court submission in minutes ... Draft better documents and make stronger arguments with all the tools you need in one place.
- Checkpoint Catalyst: US GAAP
Get practical insight on complex, changing, and challenging accounting topics and stay current on recent developments. Pair context and analysis with actionable next steps that produce faster outcomes.
- Legal Tracker Advanced
Quickly analyze and compare legal costs against crucial benchmarks, including past data and industry standards. Equip your legal department with actionable insights to confidently negotiate rates and fees with external legal partners and enhance oversight and control over legal expenditures.
- Business Coaching for Accountants
Increase your value, help your clients, and build the firm of your dreams with Practice Forward ... Unlock your accounting firm’s full potential with roadmaps to monetize your expertise, elevate client services, and achieve your dream firm ... Jumpstart your journey with over 280 tools.
- Planner CS
Utilize this comprehensive, long-term tax planning software for accountants to compare different scenarios, provide detailed insight, and create sleek, easy-to-read briefs for clients.
- Checkpoint Edge with CoCounsel
Unleash the power of generative AI through an accounting and tax research tool. Find answers faster with dialogue-based research and quick, on-point search results.
- ONESOURCE Estimated Payments
Calculate estimated tax payments with speed and accuracy. Eliminate tedious tasks and streamline estimated payments through automation. Research with a built-in, customizable tax law database.
- ONESOURCE International Tax Calculator
Have complete confidence in every decision with material tax effects with the international tax calculator. Ensure accurate and analyze what-if scenarios under the complexities of the Tax Cuts and Jobs Act’s.
- Secondary Legal Source
Jumpstart your legal research ... Get up to speed in new areas of the law or revisit familiar ones with the help of thousands of high-value secondary source materials.
- DT Max T3
The DT Max T3 trust tax software is perfect for Canadian tax professionals who prepare tax returns for testamentary and inter vivos trusts, including graduated rate estates. There is no simpler way to prepare Canadian and Quebec trust tax returns of any kind.
- Westlaw Edge
Fast, accurate, and trusted answers to your legal questions. Research tools like intelligent document analysis and litigation analytics help you expedite tasks that were once incredibly complex and time consuming.
- Westlaw Classic
Trust the most comprehensive and current source for online legal research. Cite good law with accurate, updated caselaw vetted by a team of expert attorney-editors.
- 1040SCAN
Eliminate data entry with our industry-leading scan-and-populate tax solution, which automates 4 to 7 times as many documents as the alternatives and exports data directly to your tax preparation software.
- Strategic Insights
Make the best strategic decisions with the most trusted legal intelligence tool. Receive financial performance metrics and industry analytics to stay on top the latest legal market trends.
- Court Express
Get all the legal documents you need without leaving your desk through court document retrieval. Access key documents anonymously and perform thorough onsite due diligence.
- SPbinder
Easily manage digital workpapers and, in conjunction with 1040SCAN, automatically organize them into a standardized index that follows the flow of the tax return.
- ONESOURCE Denied Party Screening (DPS)
Denied party screening software that validates customers and suppliers against over 750 denied party lists. Leverage the power of global researchers with a restricted party screening process.
- ProView legal and tax e-books
Access trusted legal and tax eBooks on an eReader that is built for professionals. Available to read across devices for seamless research.
- AuditWatch
Leverage experts for training and consultation through this audit training and consulting solution for accounting professionals. Implement resources to customize trainings and learn everything audit-related – from standards to methodology and processes.
- ONESOURCE Government Connectivity
Ensure compliance through a government connectivity filing software that allows you to connect with customs authorities and efficiently exchange the data necessary for an international trade.
- TaxCaddy
Connect taxpayers and tax professionals with TaxCaddy, a client collaboration software that streamlines communication, document gathering, questionnaires, e-signatures, tax payments, invoicing, and tax return delivery.
- Practice Forward
Monitor every detail of a project in real time with our accounting project management software. Go beyond just time and billing, and combine all the tools you need in a single place.
- Business Law Center
Streamline business law research to identify critical information faster. Access the world’s most comprehensive database with advanced search functionality. Stay on track with regulatory insight.
- ONESOURCE Trust Tax
Meet operational goals and make effective decisions with a fiduciary tax software. Simplify everything from data management, compliance, and filing information in Trust Tax.
- ONESOURCE Fiduciary Calendar
Stay on top of your clients’ needs with an automated fiduciary calendar. View task lists, set reminders, and calculate due dates 1040, 1041, 706, 709, state inventory, and trust and estate deadlines.
- FirmFlow
Manage projects smoothly with an accounting workflow software. Standardize business processes like real-time tracking, customized reporting features, and more in one centralized location.
- ONESOURCE Workpapers
Analyze multiple scenarios effectively with tax workpapers management. Empower your team to pull or push data from other applications and compare within the familiar environment of Microsoft Excel.
- SafeSend Returns
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.
- Estates&TrustsSource
Estates&TrustsSource ... Quick and easy access to all the resources you need for estate planning, estate administration, and litigation. ... Free trial ... Estates&TrustsSource is a collection of resources essential for an Estates, Trusts and Wills practice.
- ONESOURCE Global Trade Visibility
Monitor import and export activities with a unified view through a global import export tracking software. Accessing trade data allows businesses to mitigate risks, reduce cost, and increase trade compliance.
- DT Max T2
DT Max T2 / CO-17 corporate tax software offers complete, accurate corporate tax preparation. Easy to use, DT Max T2 offers multiple years in a single software.
- Case Tracking
Take leads from investigation into resolution with an investigative case management software. Manage referral assessments, case development, and prosecution outcome tracking with this integrated tool.
- ONESOURCE Pagero
Comply with global e-invoicing mandates by leveraging a fully integrated, electronic invoice compliance solution — one solution spanning the globe, simplifying complexity for tax, e-invoicing, and continuous transaction controls.
- Engagement Manager
Easily manage complex, data-intensive jobs anytime and anywhere through a cloud-based audit engagement software. Access various audit tools at the click of a button such as work status, financial advice, and reporting.
- Thomson Reuters Confirmation
Easy, fast, and secure confirmation with a global validated network. Send over 100 confirmation types with a guaranteed response and save time for your clients with a single, digital signer authorization.
- ONESOURCE
Create a seamless process through automated and accurate corporate tax software and services. Ensure smooth workflows from tax determination through to tax and trade compliance for companies and large accounting firms.
- ONESOURCE Certificate Manager
Manage the accurate tracking and validation of sales tax exemption certificates through this powerful software. Save time by letting customers upload certificates via a secure, online portal and see fewer exemption status disputes, audits, or penalties.
- ONESOURCE Supply Chain Compliance
Assess, monitor, and manage your business partners in a centralized platform with our supply chain compliance software. Upgrade the workflow between companies to increase visibility, manage compliance, and mitigate risks.
- Accounting CS
Strategic professional accounting software for accounting firms that streamlines operations and encourages real-time collaboration. Handle all types of industry and entity types while reducing inefficiencies.
- Case Center
Streamline the way you prepare, manage, and present digital case files and evidence with a secure, centralized, cloud-based solution ... All your digital evidence in one easy-to-use platform ... Securely organize, upload, search, and share your case documents.
- ONESOURCE State Apportionment
Calculate and track taxable income for multi-state corporations with state tax apportionment software. Streamline tax preparation, audits, and reports and collaborate with teams on a centralized, web-based platform.
- ONESOURCE University
Hands-on training for users of the ONESOURCE platform. Learn how to proficiently perform tasks in a safe online learning environment.
- West km
Integrate this legal knowledge management solution with your organization's work product to get trusted results. Incorporate KeyCite citations to maximize productivity and efficiency.
- Monitor Suite
Discover a business development software that aggregates legal information, company data, and docket coverage into a single, intuitive interface. Identify new opportunities to meet client’s needs through your law firm.
- DT Max T5013
DT Max T5013, easy to use software for partnership information returns. DT Max for T5013 / TP600 puts partnerships within reach of any tax professional.
- CLEAR Skip Tracing
Audit software for tax and accounting professionals. Complete audits with confirmation service and integration with third-party data analytics. Work from anywhere and collaborate in real time.
- ONESOURCE FileRoom module
Locate, organize, and store tax documents with a powerful document management software. Access the tax files from anywhere, and secure them by limiting permissions.
- Company Investigator
Search over 305 million private and public business records. Eliminate hours of research, discover unknown connections, and make informed decisions with this consolidated wealth of data.
- ONESOURCE Tax Provision
Tax provision software to help automate your corporate financial close and streamline the tax provision process. Drill down and filter data, close faster, file taxes earlier, and free up time to grow your business.
- ONESOURCE Statutory Reporting
Prep and file financial statements accurately to comply with statutory reporting obligations with a cloud-based disclosure management software. Access templates for 45+ jurisdictions, and translate reports into English.
- Guided Assurance PCR
Use this preparation, compilation, and review (PCR) engagement software. Improve your efficiency with our award-winning, cloud-based technology.
- Orbitax Change Reports
Adapt to a changing world by tracking changes to international tax laws through our comprehensive software. Receive curated reports outlining tax law changes and impacts, then share these insights with key shareholders and contacts.
- HS & ECCN Classification software
Efficiently prepare and maintain a tax audit trail ... Stay organized for customs audits by maintaining a complete audit trail of the global trade team’s transactions, which you can download, print, and share with internal stakeholders and customs authorities.
- CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
- CLEAR ID Confirm
Verify and confirm identities with this customizable electronic identification software. Configure settings to meet your organization’s specific needs and implement public and proprietary data to mitigate risk with confidence.
- Guided Assurance
Find a better way to manage your engagements through this audit management system. Use a guided engagement process to increases efficiency with audits that meet with professional standards and pass peer review.
- Online legal research
Access the most up-to-date and organized collections of case law, statutes, and regulations, regularly vetted by a team of expert lawyer-editors to ensure they meet rigorous editorial standards. ... Quickly verify whether a case, statute, or other legal authority is still good law.
- Ledgible Crypto Tax Pro
Streamline workflow and compliance with this cryptocurrency tax reporting software, as well as calculate taxes, trace transactions, and automate reporting.
- Fraud Detect
Spot and predict complex schemes through a fraud detection software. Unleash this powerful tool to gain actionable analytics and resources to prevent potentially fraud.
- ONESOURCE Free-Trade Agreement Management
Software solutions to help qualify goods under free trade agreement rules. Reduce supply chain costs, streamline trade compliance workflows, and reduce manual work while keeping pace with FTA regulatory changes.
- ONESOURCE General Ledger Manager
Dive deeper into the trial balance data for your entire tax department through our general ledger software. Easily generate calculations with an intuitive interface that guides you through the process.
- ONESOURCE Global Duty Optimization
Leverage a worldwide network of duty suspension programs in a customs duty management software. Save money and generate ROI, streamline import and export workflows, mitigate supply chain disruptions, and ensure compliance.
- Drafting Assistant
Reduce errors and save time with an integrated legal drafting software. Draft transactional and litigation documents faster and locate authority, check citations, and ensure accuracy.
- ONESOURCE Uncertain Tax Positions module
Analyze and report tax treatment of your company’s uncertain tax positions (UTPs). Keep an inventory of UTPs under ASC 740 and IAS 37 and report on them with a full audit trail. Save time with an UTP reporting tool.
- Practical Law Canada
Practical Law Canada Get up to speed quickly and spend more time on the work that ... Having practiced at the world's top law firms and corporate law departments, they are fully ... "It's unfathomable to me to practice law and pursue my career without having Practical Law as a resource."
- Drafting Assistant for transactional documents
When it comes to drafting legal documents, avoiding errors is essential. ... Drafting Assistant for Transactional Documents helps prevent mistakes from the start with model documents and automated templates. ... Plus, you can easily analyze your documents to benchmark them against precedent.
- UltraTax CS
UltraTax CS offers a full line of federal, state, and local tax programs, including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, multistate returns, and more to handle all client opportunities.
- ONESOURCE Fast Sales Tax
Quickly access on-demand sales and use tax rates through this easy-to-use sales tax software. Identify appropriate product taxability statuses, search sourcing rules, and learn from step-by-step tax guidance.
- ONESOURCE 1041 Income Tax
File returns quickly and easily with 1041 income tax software. Experience an automated reporting process for estates and trusts – with real-time calculations as you work.
- ONESOURCE Calendar
Have confidence in every decision with material tax effects with the international tax calculator. Ensure accurate U.S. international provision calculations, including TCJA GILTI, FDII and BEAT calculations.
- ONESOURCE Trade Analysis
Get insights into your company’s trade compliance costs and risks with our international trade analysis software. Identify cost saving opportunities from participation in global duty deferral programs.
- Onvio Firm Management
A single, secure accounting firm management software designed to manage documentation, project management, time and billing, and client collaboration. Stay connected to clients and share files on a cloud-based platform from any device.