coveo-tags

ONESOURCE Government Connectivity

Product Title: ONESOURCE Government Connectivity
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/customs-and-duties-management/customs-law-compliance-and-administration
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/connectivity
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Start date: 2022-10-27 20:23
End date: 2022-10-27 20:23
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Monitor Suite

Product Title: Monitor Suite
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/data-and-document-management/data-driven-insights
discipline:legal/business-development/practice-management-and-growth
discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://legal.thomsonreuters.com/en/products/monitor-suite
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Link Text: Learn more about Monitor Suite
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Start date: 2022-10-28 23:32
End date: 2022-10-28 23:32
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Cloud Audit Suite

Product Title: Cloud Audit Suite
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/en/products/cloud-audit-suite
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Link Text: Learn more about Cloud Audit Suite
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Start date: 2022-10-28 22:08
End date: 2022-10-28 22:08
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C-Track

Product Title: C-Track
Product Description: A web-based court management software that adds efficiency to workflow processes. Operate quickly through data entry, support court technology, and case information tracking.
Discipline/Category/Subcategory: discipline:legal/business-development/court-management-software
discipline:legal/business-development/workflow-automation-software
POP URL: https://legal.thomsonreuters.com/en/products/c-track
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Start date: 2022-10-28 22:10
End date: 2022-10-28 22:10
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CLEAR

Product Title: CLEAR
Product Description: 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.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/risk-management-and-investigations/investigation-technology
POP URL: https://legal.thomsonreuters.com/en/products/clear
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Link Text: Learn more about CLEAR
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Start date: 2022-10-28 21:46
End date: 2022-10-28 21:46
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FindLaw

Product Title: FindLaw
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/law-firm-marketing/custom-legal-marketing-services
POP URL: https://legal.thomsonreuters.com/en/findlaw
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Link Text: Learn more about FindLaw
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Start date: 2022-10-28 22:22
End date: 2022-10-28 22:22
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Fraud Detect

Product Title: Fraud Detect
Product Description: Spot and predict complex schemes through a fraud detection software. Unleash this powerful tool to gain actionable analytics and resources to prevent potentially fraud.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/fraud-prevention-detection-and-investigations/fraud-prevention-technology
POP URL: https://legal.thomsonreuters.com/en/products/fraud-detect
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Link Text: Learn more about Fraud Detect
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Start date: 2022-10-28 22:24
End date: 2022-10-28 22:24
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HighQ

Product Title: HighQ
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/data-and-document-management/data-management
discipline:legal/law-firm-marketing/attracting-and-retaining-clients
discipline:legal/business-development/project-and-knowledge-management
POP URL: https://legal.thomsonreuters.com/en/products/highq
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Link Text: Learn more about HighQ
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Start date: 2022-10-28 22:27
End date: 2022-10-28 22:27
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ID Risk Analytics

Product Title: ID Risk Analytics
Product Description: Detect, prevent, and mitigate fraud with this online fraud prevention tool for government. Gain a holistic view of identity-based risk within an agency’s program population.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/fraud-prevention-detection-and-investigations/fraud-prevention-technology
POP URL: https://legal.thomsonreuters.com/en/products/id-risk-analytics
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Link Text: Learn more about ID Risk Analytics
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Start date: 2022-10-28 22:30
End date: 2022-10-28 22:30
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ONESOURCE Income Tax

Product Title: ONESOURCE Income Tax
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/income-tax-compliance
discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/en/products/onesource-income-tax
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Link Text: Learn more about ONESOURCE Income Tax
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Start date: 2022-10-28 22:32
End date: 2022-10-28 22:32
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Accounting CS

Software for accounting professionals and CPA firms. Collaborate in real time to reduce inefficiencies and provide timely advice.

Product Title: Accounting CS
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/practice-management
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/accounting-cs
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Link Text: Learn more about Accounting CS
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Start date: 2022-10-28 00:32
End date: 2022-10-28 00:32
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Accounting CS Payroll

Full-service payroll software for accountants. Advanced solutions for time entry, paycheck delivery, and more. Automated features increase accuracy and client volume without hiring staff.

Product Title: Accounting CS Payroll
Product Description: Experience advanced solutions for time entry, paycheck delivery, and more through this payroll software for accountants. Automated features increase accuracy without hiring staff.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/payroll-and-workforce-management-services
discipline:tax-accounting/payroll-compensation-pension-and-benefits/payroll-and-workforce-management-services
discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/accounting-cs-payroll
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Link Text: Learn more about Accounting CS Payroll
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Start date: 2022-10-28 00:44
End date: 2022-10-28 00:44
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Case Notebook

Your key to efficient case management. Searchable software that helps you organize, analyze, and share essential information.

Product Title: Case Notebook
Product Description: Your key to efficient litigation case management. Searchable software that helps you organize, analyze, and share essential information.
Discipline/Category/Subcategory: discipline:legal/evidence/electronic-evidence
discipline:legal/trial-readiness-process-and-case-guidance/case-management-software
POP URL: https://legal.thomsonreuters.com/en/products/case-notebook
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Link Text: Learn more about Case Notebook
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Start date: 2022-10-28 00:52
End date: 2022-10-28 00:52
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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.

Product Title: Checkpoint Edge
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/research-powered-by-ai
POP URL: https://tax.thomsonreuters.com/en/products/checkpoint-edge
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Link Text: Learn more about Checkpoint Edge
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Start date: 2022-10-27 12:27
End date: 2022-10-27 12:27
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Checkpoint State Clear Comply

Compliance research workflow for multi-tier business entities. Identify reporting and other filing requirements and create direct state filing obligation reports for each entity.

Product Title: Checkpoint State Clear Comply
Product Description: An innovative tax compliance research tool that simplifies research for your multi-tier business entities. Create comprehensive reports on direct state filing obligations for each entity.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/state-and-local-tax
POP URL: https://tax.thomsonreuters.com/us/en/checkpoint/state-clear-comply
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Link Text: Learn more about Checkpoint State Clear Comply
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Start date: 2022-10-28 01:05
End date: 2022-10-28 01:05
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ONESOURCE Global Duty Optimization

Product Title: ONESOURCE Global Duty Optimization
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/customs-and-duties-management/customs-law-compliance-and-administration
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/customs-duty-management
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Link Text: Learn more about ONESOURCE Global Duty Optimization
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Start date: 2022-10-27 20:03
End date: 2022-10-27 20:03
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ONESOURCE Global Trade Visibility

Product Title: ONESOURCE Global Trade Visibility
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/customs-and-duties-management/customs-law-compliance-and-administration
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/visibility
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Link Text: Learn more about ONESOURCE Global Trade Visibility
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Start date: 2022-10-27 20:10
End date: 2022-10-27 20:10
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ONESOURCE Import Management

Product Title: ONESOURCE Import Management
Product Description: Accelerate the flow of information across a global supply chain with the leading global import compliance and management software. Manage import documents with end-to-end visibility in a centralized, secure database.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/global-trade-compliance-and-management/global-export-compliance-and-management
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/import-compliance
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Link Text: Learn more about ONESOURCE Import Management
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Start date: 2022-10-27 20:40
End date: 2022-10-27 20:40
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ONESOURCE Trust Tax

Product Title: ONESOURCE Trust Tax
Product Description: Meet operational goals and make effective decisions with a fiduciary tax software. Simplify everything from data management, compliance, and filing information in Trust Tax.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
POP URL: https://tax.thomsonreuters.com/us/en/onesource/fiduciary-tax-software
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Link Text: Learn more about ONESOURCE Trust Tax
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Start date: 2023-02-17 15:16
End date: 2023-02-17 15:16
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ONESOURCE Trust Tax Insight

Product Title: ONESOURCE Trust Tax Insight
Product Description: Let administrators and other staff have immediate access to clients’ tax information through this trust tax software. Print K1s, 1099s, and other tax forms and reports.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/us/en/onesource/fiduciary-tax-software/insight
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Link Text: Learn more about ONESOURCE Trust Tax Insight
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Start date: 2023-12-13 18:40
End date: 2023-12-13 18:40
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ONESOURCE University

Product Title: ONESOURCE University
Product Description: Hands-on training for users of the ONESOURCE platform. Learn how to proficiently perform tasks in a safe online learning environment.
Discipline/Category/Subcategory: discipline:tax-accounting/professional-development-and-education/product-training-and-education
POP URL: https://tax.thomsonreuters.com/en/onesource/services/onesource-university
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Link Text: Learn more about ONESOURCE University
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Start date: 2022-11-02 00:23
End date: 2022-11-02 00:23
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Onvio Firm Management

Product Title: Onvio Firm Management
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-management
discipline:tax-accounting/practice-management-and-growth/practice-management
POP URL: https://tax.thomsonreuters.com/en/products/onvio-firm-management
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Link Text: Learn more about Onvio Firm Management
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Start date: 2022-10-31 23:46
End date: 2022-10-31 23:46
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Practical Law

Product Title: Practical Law
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://legal.thomsonreuters.com/en/products/practical-law
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Link Text: Learn more about Practical Law
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Start date: 2023-12-11 04:36
End date: 2023-12-11 04:36
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ONESOURCE

Product Title: ONESOURCE
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/en/onesource
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Link Text: Learn more about ONESOURCE
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Start date: 2022-10-31 20:24
End date: 2022-10-31 20:24
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ONESOURCE Foreign-Trade Zone Management

Product Title: ONESOURCE Foreign-Trade Zone Management
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/supply-chain-and-procurement-technology/foreign-trade-zone-ftz-management
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/ftz
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Link Text: Learn more about ONESOURCE Foreign-Trade Zone Management
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Start date: 2022-10-31 21:25
End date: 2022-10-31 21:25
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ONESOURCE Global Classification

Product Title: ONESOURCE Global Classification
Product Description: A reliable import and export classification software that leverages artificial intelligence and machine learning to improve accuracy among production classifications across geographies or businesses.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/product-and-service-classification/harmonized-tariff-system-classification
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/import-export-classification
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Link Text: Learn more about ONESOURCE Global Classification
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Start date: 2022-10-31 12:04
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ProView

Product Title: ProView
Product Description: Access trusted legal and tax eBooks on an eReader that is built for professionals. Available to read across devices for seamless research.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://www.thomsonreuters.com/en/products/proview.html
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Link Text: Learn more about ProView
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Start date: 2022-10-31 11:25
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Case Center

Product Title: Case Center
Product Description: Streamline how you organize, manage, and present cases with this digital evidence management solution. Improve preparation and expediate case resolution on one secure system.
Discipline/Category/Subcategory: discipline:legal/trial-readiness-process-and-case-guidance/case-management-software
discipline:legal/data-and-document-management/document-management
discipline:legal/evidence/electronic-evidence
POP URL: https://legal.thomsonreuters.com/en/products/case-center
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Link Text: Learn more about Case Center
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Start date: 2022-10-31 22:00
End date: 2022-10-31 22:00
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West km

Product Title: West km
Product Description: Integrate this legal knowledge management solution with your organization's work product to get trusted results. Incorporate KeyCite citations to maximize productivity and efficiency.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/legal-research-technology
discipline:legal/data-and-document-management/document-management
discipline:legal/data-and-document-management/document-storage-and-retrieval
POP URL: https://legal.thomsonreuters.com/en/products/west-km
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Start date: 2022-10-31 22:03
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Westlaw Classic

Product Title: Westlaw Classic
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://legal.thomsonreuters.com/en/products/westlaw-classic
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Start date: 2022-10-31 22:06
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Westlaw Edge

Product Title: Westlaw Edge
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://legal.thomsonreuters.com/en/products/westlaw-edge
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Start date: 2022-10-31 22:08
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Westlaw Precision

Product Title: Westlaw Precision with CoCounsel
Product Description: Feel confident your research is accurate and complete while finishing your work faster than ever before. Get a jumpstart on your research with generative AI, find cases faster with more precise search technology, and know you are relying on good law with expanded KeyCite functionality.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://legal.thomsonreuters.com/en/products/westlaw-precision
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Link Text: Learn more about Westlaw Precision with CoCounsel
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Start date: 2022-10-31 11:40
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Westlaw Form Builder

Product Title: Westlaw Form Builder
Product Description: Access the convenient, easy-to-use legal document assembly tool that accelerates the form-building process. Create and revise forms from anywhere at any time.
Discipline/Category/Subcategory: discipline:legal/legal-forms/legal-form-building-software
POP URL: https://legal.thomsonreuters.com/en/products/form-builder
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Link Text: Learn more about Westlaw Form Builder
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Start date: 2022-10-31 22:11
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ONESOURCE Fast Sales Tax

Product Title: ONESOURCE Fast Sales Tax
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
discipline:tax-accounting/tax-planning-and-preparation/sales-and-use-tax
POP URL: https://tax.thomsonreuters.com/en/onesource/indirect-tax/rates
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Link Text: Learn more about ONESOURCE Fast Sales Tax
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Start date: 2022-10-31 21:22
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ONESOURCE BEPS Action Manager

Product Title: ONESOURCE BEPS Action Manager
Product Description: Navigate the new BEPS legislation and achieve global tax compliance through a base erosion and profit shifting software (BEPS). Meet requirements for Action 13 regulations and create country-by-country (CbC) reports for more than 25 countries.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/transfer-pricing
POP URL: https://tax.thomsonreuters.com/en/onesource/beps-action-manager
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Link Text: Learn more about ONESOURCE BEPS Action Manager
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Start date: 2022-10-31 20:35
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ONESOURCE Free Trade Agreement Management

Product Title: ONESOURCE Free-Trade Agreement Management
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/customs-and-duties-management/customs-law-compliance-and-administration
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/free-trade-agreement
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Link Text: Learn more about ONESOURCE Free Trade Agreement Management
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Start date: 2022-10-31 11:58
End date: 2022-10-31 11:58
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ONESOURCE Export Management

Product Title: ONESOURCE Export Management
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/global-trade-compliance-and-management/global-export-compliance-and-management
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/export-compliance
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Link Text: Learn more about ONESOURCE Export Management
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Start date: 2022-10-31 11:43
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ONESOURCE Determination

Product Title: ONESOURCE Determination
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-tools
POP URL: https://tax.thomsonreuters.com/en/products/onesource-determination
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ONESOURCE Denied Party Screening

Product Title: ONESOURCE Denied Party Screening
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/global-trade-compliance-and-management/global-export-compliance-and-management-software
discipline:international-trade-supply-chain/global-trade-compliance-and-management/denied-party-screening
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UltraTax CS

Product Title: UltraTax CS
Product Description: Professional tax software for tax preparers and accountants, including a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
POP URL: https://tax.thomsonreuters.com/en/products/ultratax-cs
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ONESOURCE Indirect Tax Compliance software

Product Title: ONESOURCE Indirect Tax Compliance
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
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GoSystem Tax RS

Product Title: GoSystem Tax RS
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/gosystem-tax-rs
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ONESOURCE International Tax Calculator

Product Title: ONESOURCE International Tax Calculator
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-planning
discipline:tax-accounting/tax-research-and-guidance/international-tax
POP URL: https://tax.thomsonreuters.com/en/onesource/international-tax-calculator
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Start date: 2022-11-14 22:01
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ONESOURCE State Apportionment

Product Title: ONESOURCE State Apportionment
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/practice-management
discipline:tax-accounting/practice-management-and-growth/workflow-management
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Start date: 2022-11-14 22:57
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ONESOURCE Supply Chain Compliance

Product Title: ONESOURCE Supply Chain Compliance
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/supply-chain-and-procurement-technology/supply-chain-compliance
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/supply-chain-compliance
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ONESOURCE Tax Provision

Product Title: ONESOURCE Tax Provision
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/financial-close
discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/onesource/tax-provision
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ONESOURCE Trade Analysis

Product Title: ONESOURCE Trade Analysis
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/global-trade-compliance-and-management/global-trade-analysis
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/trade-analysis
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ONESOURCE Tax Calendar

Product Title: ONESOURCE Calendar
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/en/onesource/workflow-manager/calendar
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ONESOURCE Fiduciary Calendar

Automated software for managing trust and estate tax filing deadlines. View task lists, set reminders, and automatically calculate due dates for 1040, 1041, 706, 709, state inventory, and other items.

Product Title: ONESOURCE Fiduciary Calendar
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
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Start date: 2022-11-15 00:47
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FileCabinet CS

Product Title: FileCabinet CS
Product Description: A convenient document management system for accountants. Save valuable time by accessing files quickly in a digital file cabinet. View and email documents instantly.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-management
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/filecabinet-cs
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ONESOURCE FileRoom module

Product Title: ONESOURCE FileRoom module
Product Description: Locate, organize, and store tax documents with a powerful document management software. Access the tax files from anywhere, and secure them by limiting permissions.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-management
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CS Professional Suite Firmflow

Product Title: FirmFlow
Product Description: Manage projects smoothly with an accounting workflow software. Standardize business processes like real-time tracking, customized reporting features, and more in one centralized location.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/firmflow
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CS Professional Suite Fixed Assets CS

Product Title: Fixed Assets CS
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/fixed-asset-depreciation
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/fixed-assets-cs
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ONESOURCE General Ledger Manager

Product Title: ONESOURCE General Ledger Manager
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/data-management-and-mining
POP URL: https://tax.thomsonreuters.com/en/onesource/general-ledger-manager
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ONESOURCE 1041 Income Tax

Product Title: ONESOURCE 1041 Income Tax
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
POP URL: https://tax.thomsonreuters.com/us/en/onesource/trust-estate/1041-income-tax
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ONESOURCE 706 Estate Tax

Product Title: ONESOURCE 706 Estate Tax
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
POP URL: https://tax.thomsonreuters.com/us/en/onesource/trust-estate/706-estate-tax
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ONESOURCE Global Trade Content

Product Title: ONESOURCE Global Trade Content
Product Description: 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.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/global-trade-compliance-and-management/global-export-compliance-and-management
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/content
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ONESOURCE 709 Gift Tax

Product Title: ONESOURCE 709 Gift Tax
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/wealth-management
POP URL: https://tax.thomsonreuters.com/us/en/onesource/trust-estate/709-gift-tax
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CS Professional Suite GoFileRoom

Product Title: GoFileRoom
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-management
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/gofileroom
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ONESOURCE ACA Compliance Reporting - Form 1095-B

Product Title: ONESOURCE ACA Compliance Reporting - Form 1095-B
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/payroll-compensation-pension-and-benefits/healthcare-plans
POP URL: https://tax.thomsonreuters.com/us/en/onesource/aca-compliance-form-1095-b
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ONESOURCE ACA Compliance Reporting - Form 1095-C

Product Title: ONESOURCE ACA Compliance Reporting - Form 1095-C
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/payroll-compensation-pension-and-benefits/healthcare-plans
POP URL: https://tax.thomsonreuters.com/us/en/onesource/aca-compliance-form-1095-c
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ONESOURCE ACA Reporting and Compliance Solution for Advisors

Product Title: ONESOURCE ACA Reporting and Compliance Solution for Advisors
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/payroll-compensation-pension-and-benefits/healthcare-plans
POP URL: https://tax.thomsonreuters.com/us/en/onesource/aca-compliance-partner-program
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Start date: 2022-11-15 01:49
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advisory-services

Product Title: Advisory Services
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/business-development/practice-management-and-growth
POP URL: https://legal.thomsonreuters.com/en/products/advisory-services
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auditwatch

Product Title: AuditWatch
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/professional-development-and-education/professional-development
POP URL: https://tax.thomsonreuters.com/en/accounting-solutions/firm-training-cpe/auditwatch
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auditwatch-taxwatch-university

Product Title: TaxWatch University
Product Description: Establish a consistent tax prep method for your firm with this progressive training program. Give your teams practical, hands-on tax instruction, from basic to advanced experience levels.
Discipline/Category/Subcategory: discipline:tax-accounting/professional-development-and-education/professional-development
POP URL: https://tax.thomsonreuters.com/en/accounting-solutions/firm-training-cpe/auditwatch/taxwatch-university
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AuditWatch University

Product Title: AuditWatch University
Product Description: Grow your auditing team's expertise with courses that match each individual's level of experience. Choose from 7 levels of training and development, from entry level to senior management.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/internal-audit-and-controls
discipline:tax-accounting/professional-development-and-education/professional-development
POP URL: https://tax.thomsonreuters.com/en/accounting-solutions/firm-training-cpe/auditwatch/auditwatch-university
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Business Law Center

Product Title: Business Law Center
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/corporate-and-business-organization/business-practice-and-procedure
discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://legal.thomsonreuters.com/en/products/business-law-center
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Checkpoint Catalyst

Product Title: Checkpoint Catalyst
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/guidance-and-standards
POP URL: https://tax.thomsonreuters.com/en/checkpoint/catalyst
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Checkpoint Catalyst: US GAAP

Product Title: Checkpoint Catalyst: US GAAP
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/guidance-and-standards
POP URL: https://tax.thomsonreuters.com/us/en/checkpoint/catalyst-us-gaap
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Company Investigator

Product Title: Company Investigator
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/due-diligence
POP URL: https://legal.thomsonreuters.com/en/products/company-investigator
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Confirmation

Product Title: Thomson Reuters Confirmation
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/quality-control
POP URL: https://tax.thomsonreuters.com/en/confirmation
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Court Express

Product Title: Court Express
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/drafting-software-service-and-guidance/contract-services
discipline:risk-fraud-and-investigations/risk-management-and-investigations/document-retrieval-and-due-diligence-services
POP URL: https://legal.thomsonreuters.com/en/products/court-express
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Credits and incentives solutions

Product Title: Credits and Incentives Pinpointer
Product Description: Help your clients take advantage of tax credits and incentives. Search statutory and discretionary incentives by jurisdiction, credit, or industry.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/credit-and-incentives
POP URL: https://tax.thomsonreuters.com/en/checkpoint/pinpointer
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ONESOURCE DAC6 & MDR reporter

Product Title: ONESOURCE DAC6 & MDR reporter
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
POP URL: https://tax.thomsonreuters.com/en/onesource/dac6-reporter
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ONESOURCE Fiduciary Accounting

Product Title: ONESOURCE Fiduciary Accounting
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
discipline:tax-accounting/financial-planning-and-analysis/financial-reporting
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ONESOURCE Estimated Payments

Product Title: ONESOURCE Estimated Payments
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
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Enterprise Learning Platform

Product Title: Enterprise Learning Platform
Product Description: Enterprise learning and compliance for tax and accounting professionals. Stay up to date with a single platform for content delivery, learning management, and compliance tracking.
Discipline/Category/Subcategory: discipline:tax-accounting/professional-development-and-education/product-training-and-education
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ONESOURCE Dataflow

Product Title: ONESOURCE Dataflow
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/data-management-and-mining
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Drafting Assistant

Product Title: Drafting Assistant
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/drafting-software-service-and-guidance/drafting-software
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Deadline Assistant

Product Title: Deadline Assistant
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/business-development/legal-calendaring-solution
POP URL: https://legal.thomsonreuters.com/en/products/deadline-assistant
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ONESOURCE Data Query module

Product Title: ONESOURCE Data Query module
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
discipline:tax-accounting/data-and-document-management/data-management-and-mining
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TRSS

Product Title: TRSS
Product Description: Receive actionable insights that address real world threats through effective global risk management. Leverage data analysis methods to find solutions for corporate, defense, law enforcement, and intelligence customers.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/risk-management-and-investigations/investigation-technology
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ONESOURCE Uncertain Tax Positions module

Product Title: ONESOURCE Uncertain Tax Positions module
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/guidance-and-standards
discipline:tax-accounting/tax-research-and-guidance/uncertain-tax-positions
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Virtual Office CS

Product Title: Virtual Office CS
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/practice-management
discipline:tax-accounting/practice-management-and-growth/workflow-management
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ONESOURCE Workflow Manager

Product Title: ONESOURCE Workflow Manager
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/workflow-management
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Workpapers

Product Title: ONESOURCE Workpapers
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/engagement-compilation-and-review
POP URL: https://tax.thomsonreuters.com/en/onesource/tax-provision/workpapers
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Workpapers CS

Product Title: Workpapers CS
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/accounting-and-financial-management
discipline:tax-accounting/audit-and-accounting/engagement-compilation-and-review
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
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ONESOURCE zCalc Estate Planner

Product Title: ONESOURCE zCalc Estate Planner
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
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ONESOURCE Statutory Reporting software

Product Title: ONESOURCE Statutory Reporting
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/disclosure
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Stellar Performance

Product Title: Stellar Performance
Product Description: Maximize your firm's legal talent management with research-driven insight. Attract, develop, and retain lawyers that deliver a great client experience.
Discipline/Category/Subcategory: discipline:legal/law-firm-marketing/attracting-and-retaining-clients
POP URL: https://legal.thomsonreuters.com/en/products/stellar-performance
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Strategic Insights

Product Title: Strategic Insights
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/business-development/practice-management-and-growth
POP URL: https://legal.thomsonreuters.com/en/products/strategic-insights
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ONESOURCE Tax Information Reporting

Product Title: ONESOURCE Tax Information Reporting
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/federal-tax
POP URL: https://tax.thomsonreuters.com/en/onesource/tax-information-reporting/federal-state-tax
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ONESOURCE Data Hub

Product Title: ONESOURCE Data Hub
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
POP URL: https://tax.thomsonreuters.com/en/products/onesource-data-hub
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ONESOURCE TIN Compliance

Product Title: ONESOURCE TIN Compliance
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/onesource/tax-information-reporting/tin-compliance-estatement
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ONESOURCE Certificate Manager

Product Title: ONESOURCE Certificate Manager
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/certificate-management
POP URL: https://tax.thomsonreuters.com/en/onesource/indirect-tax/certificate-manager-software
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checkpoint-orbitax-change-reports

Product Title: Orbitax Change Reports
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/tax-laws-and-regulations
POP URL: https://tax.thomsonreuters.com/en/checkpoint/orbitax-change-reports
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checkpoint-orbitax-executable-actions-tool

Product Title: Orbitax Executable Actions Tool (E.A.T.)
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-tools
POP URL: https://tax.thomsonreuters.com/en/checkpoint/orbitax-international-tax-platform/executable-actions-tool
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checkpoint-orbitax-international-tax-platform

Product Title: Orbitax International Tax Platform
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/international-tax
POP URL: https://tax.thomsonreuters.com/en/checkpoint/orbitax-international-tax-platform
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cs-professional-suite-planner-cs

Product Title: Planner CS
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-planning
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs
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cs-professional-suite-practice-cs

Product Title: Practice CS
Product Description: Onboard new staff easily, invoice clients faster, and analyze the profitability of your services with world-class accounting practice management software.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/billing-management
discipline:tax-accounting/practice-management-and-growth/practice-management
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs
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cs-professional-suite-practice-cs-client-management

Product Title: Practice CS Client Management
Product Description: Embrace the full power of our client management software for accountants. Organize and store all client interactions in a single, customizable location – allowing you to monitor, access, and record every detail.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/client-management
discipline:tax-accounting/audit-and-accounting/audit-workflow
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cs-professional-suite-practice-cs-project-management

Product Title: Practice CS Project Management
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-tools
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs/accounting-project-management
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cs-professional-suite-practice-cs-staff-management

Product Title: Practice CS Staff Management
Product Description: Optimize your accounting practice's staff management and boost efficiency across your firm. Manage benefits, budgeting, targets, and scheduling with ease.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-tools
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cs-professional-suite-practice-forward

Product Title: Practice Forward
Product Description: Feel confident with first-class support with customized business coaching for accountants. Grow your accounting firm with proven methodology, guidance, and solutions that you need to engage clients.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/cost-management
discipline:tax-accounting/practice-management-and-growth/practice-management
POP URL: https://tax.thomsonreuters.com/en/products/practice-forward
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International Tax Navigator

Product Title: International Tax Navigator
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/international-tax
POP URL: https://tax.thomsonreuters.com/us/en/onesource/nonresident-alien-taxation/international-tax-navigator
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Judicial Chambers

Product Title: Judicial Chambers
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/drafting-software-service-and-guidance/drafting-software
discipline:legal/business-development/workflow-automation-software
discipline:legal/legal-research-and-guidance/legal-research-technology
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K-1 Analyzer

Product Title: K-1 Analyzer
Product Description: Check out this cutting-edge software that allows you to quickly extract and aggregate complex non-standard K-1 information. Eliminate manual effort, so you can focus on reviewing and analyzing insights.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/partnership-taxation
POP URL: https://tax.thomsonreuters.com/us/en/k-1-analyzer
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Ledgible Crypto Tax Pro

Product Title: Ledgible Crypto Tax Pro
Product Description: Streamline workflow and compliance with this cryptocurrency tax reporting software, as well as calculate taxes, trace transactions, and automate reporting.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/specialized-industry-taxation
discipline:tax-accounting/tax-planning-and-preparation/tax-automation
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Legal Tracker

Product Title: Legal Tracker
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/financial-management/outside-counsel-spend
discipline:legal/business-development/billing-management-software
discipline:legal/trial-readiness-process-and-case-guidance/matter-management
POP URL: https://legal.thomsonreuters.com/en/products/legal-tracker
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LiveNote Stream

Product Title: LiveNote Stream
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/trial-readiness-process-and-case-guidance/case-management-software
POP URL: https://legal.thomsonreuters.com/en/products/livenote-stream
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Netclient CS

Product Title: Netclient CS
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-storage-and-organization
discipline:tax-accounting/practice-management-and-growth/client-management
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/netclient-cs
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Checkpoint SECPlus Advanced

Product Title: SECPlus Advanced
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/financial-planning-and-analysis/financial-reporting
POP URL: https://tax.thomsonreuters.com/us/en/checkpoint/secplus-advanced
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Software as a Service for CS Professional Suite (SaaS)

Product Title: Software as a Service (SaaS) for CS Professional Suite
Product Description: Get the full power of our professional accounting software in the cloud. Access your tools anytime and anywhere with capabilities like budgeting annual expenses, reducing IT costs, and scaling your staffing levels.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/accounting-and-financial-management
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/saas
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Link Text: Learn more about Software as a Service (SaaS) for CS Professional Suite
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Start date: 2022-11-23 18:41
End date: 2022-11-23 18:41
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Regulatory Intelligence

Product Title: Regulatory Intelligence
Product Description: Confidently anticipate and navigate global regulatory compliance with a single solution. Manage global developments, automate regulatory updates, and decrease operational overhead.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/risk-and-compliance-management/regulatory-compliance-management
POP URL: https://legal.thomsonreuters.com/en/products/regulatory-intelligence
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Start date: 2022-11-23 18:44
End date: 2022-11-23 18:44
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1040SCAN

Product Title: 1040SCAN
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/products/sureprep-1040scan
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Link Text: Learn more about 1040SCAN
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Start date: 2023-05-04 17:54
End date: 2023-05-04 17:54
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SafeSend Returns

Standardize workflow across the firm or multiple offices. Reduce time, eliminate manual errors, and know where every client is in the review and e-sign process with real-time tracking.

Product Title: SafeSend Returns
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/accounting-solutions/safesend-returns
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Start date: 2023-05-04 17:46
End date: 2023-05-04 17:46
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Case Tracking

Reduce risk and prevent fraud with this integrated case tracking tool. Take leads from investigation to resolution. Manage referral assessments, case development, and prosecution outcome tracking.

Product Title: Case Tracking
Product Description: 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.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/fraud-prevention-detection-and-investigations/fraud-prevention-technology
POP URL: https://legal.thomsonreuters.com/en/products/case-tracking
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Start date: 2022-10-28 00:54
End date: 2022-10-28 00:54
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Document Intelligence

Find answers within minutes with AI trained by Practical Law attorney-editors. Discover critical insights with content-enabled technology that helps to streamline contracts and documentation, identify trends, and reduce risks.

Product Title: Document Intelligence
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/drafting-software-service-and-guidance/contract-services
discipline:legal/legal-research-and-guidance/due-diligence
discipline:legal/legal-data-and-document-management/document-storage-and-retrieval
POP URL: https://legal.thomsonreuters.com/en/products/document-intelligence
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Link Text: Learn more about Document Intelligence
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Start date: 2023-06-03 01:08
End date: 2023-06-03 01:08
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CLEAR Risk Inform

Product Title: CLEAR Risk Inform
Product Description: 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.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/risk-management-and-investigations/investigation-technology
POP URL: https://legal.thomsonreuters.com/en/products/clear-risk-inform
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Link Text: Learn more about CLEAR Risk Inform
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Start date: 2023-07-18 22:33
End date: 2023-07-18 22:33
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CLEAR ID Confirm

Product Title: CLEAR ID Confirm
Product Description: Verify and confirm identifies accurately 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.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/fraud-prevention-detection-and-investigations/fraud-prevention-technology
POP URL: https://legal.thomsonreuters.com/en/products/clear-id-confirm
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Link Text: Learn more about CLEAR ID Confirm
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Start date: 2023-07-18 23:59
End date: 2023-07-18 23:59
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CLEAR Adverse Media

Product Title: CLEAR Adverse Media
Product Description: 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.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/risk-management-and-investigations/investigation-technology
POP URL: https://legal.thomsonreuters.com/en/products/clear-adverse-media
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Link Text: Learn more about CLEAR Adverse Media
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Start date: 2023-07-18 23:30
End date: 2023-07-18 23:30
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CLEAR Skip Tracing

Product Title: CLEAR Skip Tracing
Product Description: Recover assets and individuals efficiently with accurate information with these comprehensive skip tracing tools. Confidently access real-time information at your fingertips with multiple sources, including public data outlets and proprietary sources.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/risk-management-and-investigations/skip-tracing-technology
POP URL: https://legal.thomsonreuters.com/en/products/clear-skip-tracing
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Link Text: Learn more about CLEAR Skip Tracing
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Start date: 2023-07-18 23:39
End date: 2023-07-18 23:39
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Practical Compliance

Product Title: Practical Compliance
Product Description: 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.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/risk-and-compliance-management/regulatory-compliance-management
POP URL: https://legal.thomsonreuters.com/en/products/practical-compliance
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Start date: 2022-11-15 20:15
End date: 2022-11-15 20:15
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Legal Tracker Advanced

Product Title: Legal Tracker Advanced
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/trial-readiness-process-and-case-guidance/matter-management
discipline:legal/business-development/billing-management-software
discipline:legal/financial-management/outside-counsel-spend
POP URL: https://legal.thomsonreuters.com/en/products/legal-tracker-advanced
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SurePrep Outsource

Product Title: SurePrep Outsource
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/products/sureprep-outsource
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Link Text: Learn more about SurePrep Outsource
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Start date: 2023-09-30 00:34
End date: 2023-09-30 00:34
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SurePrep SPbinder

Product Title: SurePrep SPbinder
Product Description: Easily manage digital workpapers and, in conjunction with 1040SCAN, automatically organize them into a standardized index that follows the flow of the tax return.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/products/sureprep-spbinder
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Link Text: Learn more about SurePrep SPbinder
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Start date: 2023-09-30 00:29
End date: 2023-09-30 00:29
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PeopleMap

Product Title: PeopleMap
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/due-diligence
POP URL: https://legal.thomsonreuters.com/en/products/people-map
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ONESOURCE e-invoicing

Product Title: ONESOURCE Pagero
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
POP URL: https://tax.thomsonreuters.com/en/products/onesource-pagero
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CoCounsel Drafting

CoCounsel Drafting combines trusted content with generative AI capabilities, revolutionizing the end-to-end drafting process for legal professionals.

Product Title: CoCounsel Drafting
Product Description: 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.
Discipline/Category/Subcategory: discipline:legal/drafting-software-service-and-guidance/drafting-software
POP URL: https://legal.thomsonreuters.com/en/products/cocounsel-drafting
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Guided Assurance

Cloud-based audit management software that uses a guided engagement process. Increase your efficiency with audits, reviews, compilations, and preparation.

Product Title: Guided Assurance
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/en/products/guided-assurance
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Start date: 2022-10-27 14:29
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Engagement Manager

Product Title: Engagement Manager
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/en/products/engagement-manager
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Link Text: Learn more about Engagement Manager
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Start date: 2022-11-14 14:24
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Guided Assurance PCR

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

Product Title: Guided Assurance PCR
Product Description: Use this preparation, compilation, and review (PCR) engagement software. Improve your efficiency with our award-winning, cloud-based technology.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-tools
POP URL: https://tax.thomsonreuters.com/en/checkpoint/engage-pcr
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Link Text: Learn more about Guided Assurance PCR
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Start date: 2022-10-27 14:33
End date: 2022-10-27 14:33
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TaxCaddy

Product Title: TaxCaddy
Product Description: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/products/taxcaddy
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Link Text: Learn more about TaxCaddy
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Start date: 2023-09-29 14:48
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