Thomson Reuters Ready to Advise
The facts below are what the maker publishes about Thomson Reuters Ready to Advise, checked and dated. Our editors have not written about it yet.
The facts
Each one read from Thomson Reuters Ready to Advise's own pages, with the date it was checked.
What it does
- Client analysis
- It analyzes uploaded tax returns and supporting documents to identify personalized tax planning opportunities and prioritize strategies by potential impact, complexity, and alignment with client goals.checked 4 Oct 2001
- Client reporting
- Customizable client-ready reports show proposed opportunities, projected financial impact, implemented strategies, and actual results.checked 4 Oct 2001
- Demo and pricing
- The product page offers a free demo and directs interested firms to contact a representative; it does not state a subscription price.checked 4 Oct 2001
- Implementation guidance
- Its AI-guided workflows provide step-by-step implementation guidance, explanations, calculation tools, and Checkpoint content.checked 4 Oct 2001
- Intended users
- The maker describes the product for advisory practitioners and mid-sized and enterprise firms, including firms seeking to delegate advisory work to junior staff.checked 4 Oct 2001
- Knowledge sources
- The product’s AI-guided workspace connects firm content, Checkpoint, IRS code, and internal documents.checked 4 Oct 2001
- Product purpose
- Ready to Advise is an AI-powered tax planning advisory solution for tax and accounting firms.checked 4 Oct 2001
- Security framework
- Thomson Reuters describes its SECURE Framework as six pillars covering workplace, platforms, products, brand, response, and governance, risk, and compliance.checked 4 Oct 2001
- Security resources
- Thomson Reuters says its Trust Center provides product security resources such as SOC reports, certificates, attestations, and security questionnaires, with access to artifacts requiring an account.checked 4 Oct 2001
- Tax Q&A
- Its Q&A Chat answers tax planning questions using Checkpoint content.checked 4 Oct 2001
- Tax software integration
- A Thomson Reuters blog says Ready to Advise integrates with existing tax software, but does not name specific products.checked 4 Oct 2001
The company
- Maker support
- The Ready to Advise contact page lists 800-968-8900 for phone inquiries.checked 4 Oct 2001
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