coveo-tags

ONESOURCE Government Connectivity

Product Title: ONESOURCE Government Connectivity
Product Description: Create a seamless trade and customs experience with our Automated Export System (AES) filing software. Unify processes, meet country-specific guidelines, and gain visibility into trade data.
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 09:53
End date: 2022-10-27 09:53

Monitor Suite

Product Title: Monitor Suite
Product Description: Business development software providing legal information, company data, and docket coverage. Discover new opportunities, understand your firm's competitive advantages, and develop business strategies.
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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Start date: 2022-10-28 23:32
End date: 2022-10-28 23:32

Checkpoint Tools

Product Title: Checkpoint Tools
Product Description: Ensure quality and efficiency with this set of industry-specific tools for accounting, audit, and tax professionals. Use these as standalone products or as part of the CS Professional Suite.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-tools
POP URL: https://tax.thomsonreuters.com/en/checkpoint/checkpoint-tools
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Start date: 2022-10-28 21:44
End date: 2022-10-28 21:44

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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Start date: 2022-10-28 22:08
End date: 2022-10-28 22:08

C-Track

Product Title: C-Track
Product Description: A web-based court management system for clerks, court administrators, and judges. Capture, track, process, and report on case information with this comprehensive software.
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

CLEAR

Product Title: CLEAR
Product Description: An easy-to-use solution to help prevent fraud, detect risk, and investigate crime. Locate hard-to-find data on people and businesses, identify fraudulent activity, and close gaps in investigations.
Discipline/Category/Subcategory: discipline:investigation-fraud-risk/investigation-technology/public-records-investigation-technology
POP URL: https://legal.thomsonreuters.com/en/products/clear-investigation-software
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Start date: 2022-10-28 11:16
End date: 2022-10-28 11:16

FindLaw

Product Title: FindLaw
Product Description: 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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Start date: 2022-10-28 22:22
End date: 2022-10-28 22:22

Fraud Detect

Product Title: Fraud Detect
Product Description: Identify patterns of potentially fraudulent behavior with actionable analytics to help perform deep-dive fraud investigations.
Discipline/Category/Subcategory: discipline:investigation-fraud-risk/investigation-technology/fraud-investigation-technology
POP URL: https://legal.thomsonreuters.com/en/products/fraud-detect
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Start date: 2022-10-28 11:54
End date: 2022-10-28 11:54

HighQ

Product Title: HighQ
Product Description: A business management tool for legal professionals that automates workflow. Simplify project management, increase profits, and improve client satisfaction.
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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Start date: 2022-10-28 22:27
End date: 2022-10-28 22:27

ID Risk Analytics

Product Title: ID Risk Analytics
Product Description: Analyze data to prevent, detect, and mitigate fraud. Focus resources on the highest risks to help protect program integrity.
Discipline/Category/Subcategory: discipline:investigation-fraud-risk/investigation-technology/fraud-investigation-technology
POP URL: https://legal.thomsonreuters.com/en/products/id-risk-analytics
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Start date: 2022-10-28 12:00
End date: 2022-10-28 12:00

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 compliance.
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/us/en/products/onesource-income-tax
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Start date: 2022-10-28 22:32
End date: 2022-10-28 22:32

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: Software for accounting professionals and CPA firms. Collaborate in real time to reduce inefficiencies and provide timely advice.
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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Start date: 2022-10-27 14:02
End date: 2022-10-27 14:02

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: 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.
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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Start date: 2022-10-27 14:14
End date: 2022-10-27 14:14

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 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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Start date: 2022-10-27 14:22
End date: 2022-10-27 14:22

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: A powerful tax and accounting research tool. Get more accurate and efficient results with the power of artificial intelligence (AI), cognitive computing, and machine learning.
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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Start date: 2022-10-27 14:27
End date: 2022-10-27 14:27

Checkpoint Engage

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

Product Title: Checkpoint Engage
Product Description: Cloud-based audit management software that uses a guided engagement process. Increase your efficiency with audits, reviews, compilations, and preparation.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/en/checkpoint/engage
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Start date: 2022-10-27 14:29
End date: 2022-10-27 14:29

Checkpoint Engage PCR

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

Product Title: Checkpoint Engage PCR
Product Description: 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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Start date: 2022-10-27 14:33
End date: 2022-10-27 14:33

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: Compliance research workflow for multi-tier business entities. Identify reporting and other filing requirements and create direct state filing obligation reports 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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Start date: 2022-10-27 14:35
End date: 2022-10-27 14:35

ONESOURCE Global Duty Optimization

Product Title: ONESOURCE Global Duty Optimization
Product Description: Leverage a worldwide network of duty suspension programs. Save money and generate ROI, streamline import/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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Start date: 2022-10-27 10:33
End date: 2022-10-27 10:33

ONESOURCE Global Trade Visibility

Product Title: ONESOURCE Global Trade Visibility
Product Description: Track imports and exports with a unified view across trade lanes. Cloud-based analytics deliver reports and dashboards in weeks, not months. Mitigate risk, reduce cost, and increase 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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Start date: 2022-10-27 10:40
End date: 2022-10-27 10:40

ONESOURCE Import Management

Product Title: ONESOURCE Import Management
Product Description: The leading global import compliance and management software. Manage documents with end-to-end visibility in a centralized, secure database. Accelerate the flow of information across a global supply chain.
Discipline/Category/Subcategory: discipline:international-trade-supply-chain/import-and-export-guidance/global-export-compliance-and-management
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/import-compliance
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Start date: 2022-10-27 11:10
End date: 2022-10-27 11:10

ONESOURCE Trust Tax

Product Title: ONESOURCE Trust Tax
Product Description: An end-to-end trust tax solution to help with estate planning management and compliance, all in one place. Streamline the details so you can focus on your clients.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning
POP URL: https://tax.thomsonreuters.com/us/en/onesource/fiduciary-tax-software
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Start date: 2023-02-17 15:16
End date: 2023-02-17 15:16

ONESOURCE Trust Tax Insight

Product Title: ONESOURCE Trust Tax Insight
Product Description: Get the latest tax information and check the status of tax returns. 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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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/education
POP URL: https://tax.thomsonreuters.com/en/onesource/services/onesource-university
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Start date: 2022-11-01 13:53
End date: 2022-11-01 13:53

Onvio Firm Management

Product Title: Onvio Firm Management
Product Description: Accounting firm software that manages documents, projects, and time and billing. Synchronize with colleagues and clients on a single platform from any device and securely collect and share files.
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/us/en/products/onvio-firm-management
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Start date: 2022-10-31 14:16
End date: 2022-10-31 14:16

People Map

Product Title: PeopleMap
Product Description: The premier public-records search tool. Access billions of public records to find people, assets, and hidden connections.
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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Start date: 2023-02-17 15:16
End date: 2023-02-17 15:16

Practical Law

Product Title: Practical Law
Product Description: Fast track case onboarding and practice with confidence. Tap into a team of experts who create and maintain timely, reliable, and accurate resources so you can jumpstart your work.
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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ONESOURCE

Product Title: ONESOURCE
Product Description: Automated and accurate corporate tax software and services. Smooth workflows from tax determination to tax and trade compliance.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/en/onesource
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Start date: 2022-10-31 09:54
End date: 2022-10-31 09:54

ONESOURCE Foreign-Trade Zone Management

Product Title: ONESOURCE Foreign-Trade Zone Management
Product Description: Foreign-trade zone (FTZ) software allows you to manage documentation for zones from a single platform. Optimize operations, connect with external partners, create reports, and keep inventory accurate.
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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Start date: 2022-10-31 11:55
End date: 2022-10-31 11:55

ONESOURCE Global Classification

Product Title: ONESOURCE Global Classification
Product Description: Optimize the speed and accuracy of your import/export classification system. Leverage artificial intelligence (AI) and machine learning to improve consistency and collaboration across your team.
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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Start date: 2022-10-31 11:04
End date: 2022-10-31 11:04

ProView

Product Title: ProView
Product Description: A professional e-reader built with the attorney workflow in mind. Consult trusted reference e-books on your smartphone or laptop for efficient legal research.
Discipline/Category/Subcategory: discipline:legal/legal-research-and-guidance/anywhere-access-to-reference-books
discipline:legal/legal-research-and-guidance/legal-research-technology
POP URL: https://legal.thomsonreuters.com/en/products/proview
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Start date: 2022-10-31 11:25
End date: 2022-10-31 11:25

RealLegal

Product Title: RealLegal
Product Description: Efficient, secure technology management tools for court reporters. Ensure page and line integrity, customization, and security with e-transcript technology.
Discipline/Category/Subcategory: discipline:legal/business-development/court-management-software
POP URL: https://legal.thomsonreuters.com/en/products/reallegal
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Start date: 2022-10-31 11:28
End date: 2022-10-31 11:28

Case Center

Product Title: Case Center
Product Description: Case management software for courts, hearing agencies, and attorneys. Streamline hearings and trials, expedite case resolution, and improve case preparation.
Discipline/Category/Subcategory: discipline:legal
discipline:legal/trial-readiness-process-and-case-guidance
discipline:legal/trial-readiness-process-and-case-guidance/case-management-software
discipline:legal/data-and-document-management
discipline:legal/data-and-document-management/document-management
discipline:legal/evidence
discipline:legal/evidence/electronic-evidence
POP URL: https://legal.thomsonreuters.com/en/products/case-center
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Start date: 2022-10-31 22:00
End date: 2022-10-31 22:00

West km

Product Title: West km
Product Description: Integrate knowledge management software with your organization's work product to get trusted results. Incorporate KeyCite citations to maximize productivity and efficiency.
Discipline/Category/Subcategory: discipline:legal
discipline:legal/legal-research-and-guidance
discipline:legal/legal-research-and-guidance/legal-research-technology
discipline:legal/data-and-document-management
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
End date: 2022-10-31 22:03

Westlaw Classic

Product Title: Westlaw Classic
Product Description: Access the most comprehensive and current collection of legal information. Cite good law with accurate, updated caselaw vetted by a team of expert attorney-editors.
Discipline/Category/Subcategory: discipline:legal
discipline:legal/legal-research-and-guidance
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
End date: 2022-10-31 22:06

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 11:38
End date: 2022-10-31 11:38

Westlaw Precision

Product Title: Westlaw Precision
Product Description: Increase efficiency and confidence using technology that allows you to research over twice as fast. With tools that deliver generative AI, find relevant answers to legal research questions with links to trusted Westlaw authority quicker than ever before.
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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Start date: 2022-10-31 11:40
End date: 2022-10-31 11:40

Westlaw Form Builder

Product Title: Westlaw Form Builder
Product Description: Streamline legal document assembly. Simplify the form-building process and finish your legal forms faster. Access and customize legal forms anytime, anywhere.
Discipline/Category/Subcategory: discipline:legal
discipline:legal/legal-forms
discipline:legal/legal-forms/legal-form-building-software
POP URL: https://legal.thomsonreuters.com/en/products/form-builder
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Start date: 2022-10-31 22:11
End date: 2022-10-31 22:11

ONESOURCE Fast Sales Tax

Product Title: ONESOURCE Fast Sales Tax
Product Description: Find on-demand sales and use tax rates and filing due dates. 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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Start date: 2022-10-31 21:22
End date: 2022-10-31 21:22

ONESOURCE Global Access

Product Title: ONESOURCE Global Access
Product Description: Collect accurate provisioning data from teams around the world. Provide customizable, easy-to-follow instructions for users with no tax expertise. Local currency data is automatically translated.
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/data-management/global-access
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Start date: 2022-10-31 21:31
End date: 2022-10-31 21:31

ONESOURCE BEPS Action Manager

Product Title: ONESOURCE BEPS Action Manager
Product Description: Produce customized research and requirements for base erosion and profit shifting (BEPS) Action 13 regulations. Create compliant country-by-country (CbC) reports.
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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Start date: 2022-10-31 10:05
End date: 2022-10-31 10:05

ONESOURCE Free Trade Agreement Management

Product Title: ONESOURCE Free-Trade Agreement Management
Product Description: Identify opportunities to qualify goods under FTA-specific rules of origin and reduce supply chain costs. Streamline trade compliance workflow, reduce manual work, and keep pace with 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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Start date: 2022-10-31 21:28
End date: 2022-10-31 21:28

ONESOURCE Export Management

Product Title: ONESOURCE Export Management
Product Description: Simplify your supply chain with the leading global export compliance and management software. Reduce risk and improve compliance by managing dependencies and delays.
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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Start date: 2022-10-31 21:13
End date: 2022-10-31 21:13

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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Start date: 2022-10-31 21:19
End date: 2022-10-31 21:19

ONESOURCE Denied Party Screening

Product Title: ONESOURCE Denied Party Screening
Product Description: Denied party screening software that validates customers and suppliers. Leverage the power of global researchers with a screening process that integrates with ERP/CRM/SRM systems.
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/global-trade-safety-standards-screening
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/denied-party-screening
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Start date: 2022-10-31 20:39
End date: 2022-10-31 20:39

UltraTax CS

Product Title: UltraTax CS
Product Description: Software for tax preparers and accountants. Provides 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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Start date: 2022-10-31 11:44
End date: 2022-10-31 11:44

ONESOURCE Indirect Tax Compliance software

Product Title: ONESOURCE Indirect Tax Compliance software
Product Description: Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/en/onesource/indirect-tax/compliance
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Start date: 2022-11-14 10:26
End date: 2022-11-14 10:26

GoSystem Tax RS

Product Title: GoSystem Tax RS
Product Description: The most sophisticated professional tax compliance system on the market. Work on a secure, scalable platform from anywhere with internet access, manage workflow, access files, and share work.
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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Start date: 2022-11-14 21:52
End date: 2022-11-14 21:52

ONESOURCE International Tax Calculator

Product Title: ONESOURCE International Tax Calculator
Product Description: Navigate the complexities of the Tax Cuts and Jobs Act's (TCJA) international provisions. Ensure accurate calculations, import and export data at the click of a button, and analyze what-if scenarios.
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 10:31
End date: 2022-11-14 10:31

ONESOURCE State Apportionment

Product Title: ONESOURCE State Apportionment
Product Description: Calculate and track taxable income for multistate corporations. 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
POP URL: https://tax.thomsonreuters.com/us/en/onesource/state-apportionment
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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: Global supply chain compliance on a central, automated platform. Identify, track, and mitigate vulnerabilities and communicate with business partners from around the world without managing a paper trail.
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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Start date: 2022-11-14 23:04
End date: 2022-11-14 23:04

ONESOURCE Tax Provision

Product Title: ONESOURCE Tax Provision
Product Description: Automate your corporate financial close and streamline the tax provision process. Analyze data with filtering and drill-down capabilities, close faster, file 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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Start date: 2022-11-14 23:25
End date: 2022-11-14 23:25

ONESOURCE Trade Analysis

Product Title: ONESOURCE Trade Analysis
Product Description: International trade analysis software. Identify potential risks and develop long-range plans for managing multiple trade lanes, compare duty rates, and estimate potential deferral program savings.
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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Start date: 2022-11-14 23:27
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ONESOURCE Transfer Pricing Documenter

Product Title: ONESOURCE Transfer Pricing Documenter
Product Description: Access comparable databases and automate the transfer pricing compliance process. Adjust templates to suit country-specific requirements and get up-to-date regulatory info from around the world.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/transfer-pricing
POP URL: https://tax.thomsonreuters.com/en/onesource/transfer-pricing/documenter
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Start date: 2022-11-14 23:29
End date: 2022-11-14 23:29

ONESOURCE Tax Calendar

Product Title: ONESOURCE Calendar
Product Description: Stay on top of deadlines with centralized compliance and tax calendar software. Create a customizable and automatically updated calendar for accessibility from anywhere.
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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Start date: 2022-11-14 11:38
End date: 2022-11-14 11:38

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: 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.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
POP URL: https://tax.thomsonreuters.com/us/en/onesource/trust-estate/fiduciary-calendar
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Start date: 2022-11-14 13:17
End date: 2022-11-14 13:17

FileCabinet CS

Product Title: FileCabinet CS
Product Description: Manage documents in one convenient system. Store your firm's accounting files electronically in organized folders for easy access at any time.
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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Start date: 2022-11-14 14:26
End date: 2022-11-14 14:26

ONESOURCE FileRoom module

Product Title: ONESOURCE FileRoom module
Product Description: Access files from anywhere with powerful document management software. Organize files with customizable folders, indexes, and reports and keep documents secure by limiting permissions.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-management
POP URL: https://tax.thomsonreuters.com/en/onesource/workflow-manager/fileroom
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Start date: 2022-11-14 13:33
End date: 2022-11-14 13:33

CS Professional Suite Firmflow

Product Title: FirmFlow
Product Description: Standardize workflow with cloud-based software for tax, audit, consulting, and financial services. Manage staff more efficiently and make better business decisions and see how your firm really functions.
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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Start date: 2022-11-14 14:44
End date: 2022-11-14 14:44

CS Professional Suite Fixed Assets CS

Product Title: Fixed Assets CS
Product Description: Calculate depreciation quickly and manage fixed assets efficiently; add, change, dispose, or transfer assets using customizable tracking and sorting; save time on manual entry; and improve data accuracy.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/depreciation-compliance
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/fixed-assets-cs
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Start date: 2022-11-14 14:46
End date: 2022-11-14 14:46

ONESOURCE General Ledger Manager

Product Title: ONESOURCE General Ledger Manager
Product Description: Standardize trial balance data for your entire tax department. Generate automated calculations with intuitive interfaces and guided processes and sync uniform data across platforms.
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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Start date: 2022-11-14 13:50
End date: 2022-11-14 13:50

ONESOURCE 1041 Income Tax

Product Title: ONESOURCE 1041 Income Tax
Product Description: Cloud-based 1041 tax software that automates the reporting process for estates and trusts. See real-time calculations as you prepare and review federal and state tax returns.
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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Start date: 2022-11-14 13:38
End date: 2022-11-14 13:38

ONESOURCE 706 Estate Tax

Product Title: ONESOURCE 706 Estate Tax
Product Description: Deliver accurate and thorough federal and state 706 estate and inheritance tax returns. This single-entry system reduces manual input and provides calculations in real time.
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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Start date: 2022-11-14 13:54
End date: 2022-11-14 13:54

ONESOURCE Global Trade Content

Product Title: ONESOURCE Global Trade Content
Product Description: A repository of up-to-date regulatory information for importers and exporters around the globe. Access foreign-trade regulations and trade data 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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Start date: 2022-11-14 13:55
End date: 2022-11-14 13:55

ONESOURCE 709 Gift Tax

Product Title: ONESOURCE 709 Gift Tax
Product Description: Generate federal returns for trusts and estates with 709 gift tax software and 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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Start date: 2022-11-14 13:57
End date: 2022-11-14 13:57

CS Professional Suite GoFileRoom

Product Title: GoFileRoom
Product Description: Create a paperless tax and accounting office with cloud-based document storage. 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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End date: 2022-11-14 14:57

ONESOURCE ACA Compliance Reporting - Form 1095-B

Product Title: ONESOURCE ACA Compliance Reporting - Form 1095-B
Product Description: Ensure Affordable Care Act compliance with this complete set of 1095-B reporting tools. Streamline preparation, form distribution, TIN solicitations, and penalty abatement.
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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Start date: 2022-11-14 14:02
End date: 2022-11-14 14:02

ONESOURCE ACA Compliance Reporting - Form 1095-C

Product Title: ONESOURCE ACA Compliance Reporting - Form 1095-C
Product Description: Maintain Affordable Care Act compliance with reporting tools for employers. Streamline 1095-C preparation, distribution, and IRS submission. Make updates and print duplicates for employees.
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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Start date: 2022-11-14 14:09
End date: 2022-11-14 14:09

ONESOURCE ACA Reporting and Compliance Solution for Advisors

Product Title: ONESOURCE ACA Reporting and Compliance Solution for Advisors
Product Description: Help clients stay current on Affordable Care Act compliance. Streamline preparation, form distribution, and penalty abatement. Maintain client TIN information and track B-Notices from a secure central 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: 2022-11-14 14:19
End date: 2022-11-14 14:19

cs-professional-suite-advanceflow

Product Title: AdvanceFlow
Product Description: Cloud-based audit engagement management software. Manage complex, data-intensive jobs anytime and anywhere with convenience. Access workflow, documents, and teammates at the click of a button.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/advanceflow
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Start date: 2022-11-14 14:24
End date: 2022-11-14 14:24

advisory-services

Product Title: Advisory Services
Product Description: Trusted advice supported by unique insight. Develop a strategic plan, make decisions with confidence, and improve performance. Our experienced team will tailor an approach to your unique needs.
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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Start date: 2022-11-14 14:26
End date: 2022-11-14 14:26

auditwatch

Product Title: AuditWatch
Product Description: Specialized audit training and consulting for accounting professionals. Enroll in seminars in major cities around the country or receive training tailored to meet your specific needs.
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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Start date: 2022-11-14 14:31
End date: 2022-11-14 14:31

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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Start date: 2022-11-14 14:32
End date: 2022-11-14 14:32

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 seven 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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Start date: 2022-11-11 16:12
End date: 2022-11-11 16:12

Business Law Center

Product Title: Business Law Center
Product Description: Simplify business and transactional law research and identify information faster with enhanced search technology. Stay on track with the latest precedents and 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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Start date: 2022-11-11 16:16
End date: 2022-11-11 16:16

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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Start date: 2022-11-11 16:18
End date: 2022-11-11 16:18

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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Start date: 2022-11-11 16:21
End date: 2022-11-11 16:21

Company Investigator

Product Title: Company Investigator
Product Description: Access over 305 million private and public business profiles. 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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Start date: 2022-11-11 16:25
End date: 2022-11-11 16:25

Confirmation

Product Title: Confirmation
Product Description: Easy, fast, and secure confirmation with a global validated network. Send 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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Start date: 2022-11-11 16:28
End date: 2022-11-11 16:28

Court Express

Product Title: Court Express
Product Description: Perform investigations and conduct thorough due diligence by quickly and anonymously retrieving documents not available online.
Discipline/Category/Subcategory: discipline:legal/drafting-software-service-and-guidance/contract-services
discipline:investigation-fraud-risk/investigation-technology/public-records-retrieval-service
POP URL: https://legal.thomsonreuters.com/en/products/court-express
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Start date: 2022-11-11 05:00
End date: 2022-11-11 05:00

Credits and incentives solutions

Product Title: Credits and Incentives Solutions
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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Start date: 2022-11-11 16:34
End date: 2022-11-11 16:34

ONESOURCE Customs Broker License Exam

Product Title: ONESOURCE Customs Broker License Exam
Product Description: Prepare for the Customs Broker License Exam. Get online access to extensive lessons, review 10 past exams with explanations for each question, and get expert guidance via email from a dedicated mentor.
Discipline/Category/Subcategory: discipline:tax-accounting/professional-development-and-education/product-training-and-education
POP URL: https://tax.thomsonreuters.com/en/onesource/global-trade-management/customs-broker-exam
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Start date: 2022-11-11 05:08
End date: 2022-11-11 05:08

ONESOURCE DAC6 & MDR reporter

Product Title: ONESOURCE DAC6 & MDR reporter
Product Description: An enterprise-wide solution to identify cross-border arrangements. Flag transactions for DAC6 tax disclosure and MDR reporting, track deadlines, and gather data from stakeholders to complete forms.
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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Start date: 2022-11-11 05:10
End date: 2022-11-11 05:10

ONESOURCE Fiduciary Accounting

Product Title: ONESOURCE Fiduciary Accounting
Product Description: Comprehensive fiduciary accounting software for trusts and estates. Save time, prevent errors, and streamline data entry by integrating with other software.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
discipline:tax-accounting/financial-planning-and-analysis/financial-reporting
POP URL: https://tax.thomsonreuters.com/us/en/onesource/trust-estate/fiduciary-accounting
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Start date: 2022-11-15 09:05
End date: 2022-11-15 09:05

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
discipline:tax-accounting/tax-planning-and-preparation/income-tax-compliance
POP URL: https://tax.thomsonreuters.com/us/en/onesource/estimated-payments
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Start date: 2022-11-15 09:03
End date: 2022-11-15 09:03

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
POP URL: https://tax.thomsonreuters.com/us/en/learning-platform
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Start date: 2022-11-15 20:31
End date: 2022-11-15 20:31

ONESOURCE Dataflow

Product Title: ONESOURCE Dataflow
Product Description: Streamline your corporate tax preparation workflow and reduce time spent collecting data. Add structured storage and improve data accuracy without sacrificing interface familiarity.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/data-management-and-mining
POP URL: https://tax.thomsonreuters.com/en/onesource/workflow-manager/dataflow
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Start date: 2022-11-15 08:55
End date: 2022-11-15 08:55

Data security

Product Title: Data Security
Product Description: Get around-the-clock data protection and minimize threats like computer theft or failure with cloud-based storage. Keep your data secure with industry-leading best practices for safety and privacy.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/data-management-and-mining
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/security
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Start date: 2022-11-15 20:23
End date: 2022-11-15 20:23

Drafting Assistant

Product Title: Drafting Assistant
Product Description: Prepare documents for court in moments and reduce copy errors. 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
POP URL: https://legal.thomsonreuters.com/en/products/drafting-assistant
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Start date: 2022-11-15 20:28
End date: 2022-11-15 20:28

Deadline Assistant

Product Title: Deadline Assistant
Product Description: Reduce legal calendaring errors and customize calendars to stay current with court changes. Calculate federal, state, and local deadlines and manage timelines across your entire firm, department, or team.
Discipline/Category/Subcategory: discipline:legal/business-development/legal-calendaring-solution
POP URL: https://legal.thomsonreuters.com/en/products/deadline-assistant
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Start date: 2022-11-15 20:27
End date: 2022-11-15 20:27

ONESOURCE Data Query module

Product Title: ONESOURCE Data Query module
Product Description: Pull the current and historical reporting data you need, instantly. Find tax return data to support reporting and filing and get a more 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
POP URL: https://tax.thomsonreuters.com/en/onesource/data-management/data-query
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Start date: 2022-11-15 08:49
End date: 2022-11-15 08:49

TRSS

Product Title: TRSS
Product Description: Mitigate risk with data analysis and consulting services customized to support critical decision making for corporate, defense, law enforcement, and intelligence customers.
Discipline/Category/Subcategory: discipline:investigation-fraud-risk/investigation-technology/public-records-investigation-technology
POP URL: https://www.trssllc.com/
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Start date: 2022-11-21 09:33
End date: 2022-11-21 09:33

ONESOURCE Trust Tax OFX Delivery

Product Title: ONESOURCE Trust Tax OFX Delivery
Product Description: Give clients the ability to import 1099 tax information directly into Intuit TurboTax® or H&R Block®. Data automatically populates, making tax preparation easier and more accurate than ever.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
POP URL: https://tax.thomsonreuters.com/us/en/onesource/fiduciary-tax-software/ofx-delivery
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Start date: 2022-11-21 09:36
End date: 2022-11-21 09:36

ONESOURCE Uncertain Tax Positions module

Product Title: ONESOURCE Uncertain Tax Positions module
Product Description: Keep an organized inventory of your positions, calculate tax and interest for each, and report on them with a full audit trail. Get the information you need to make decisions about what to disclose.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/guidance-and-standards
discipline:tax-accounting/tax-research-and-guidance/uncertain-tax-positions
POP URL: https://tax.thomsonreuters.com/us/en/onesource/uncertain-tax-positions
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Start date: 2022-11-21 09:40
End date: 2022-11-21 09:40

Virtual Office CS

Product Title: Virtual Office CS
Product Description: A remote accounting solution that allows you to work from anywhere. 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
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/virtual-office-cs
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Start date: 2022-11-21 21:12
End date: 2022-11-21 21:12

ONESOURCE Web Delivery

Product Title: ONESOURCE Web Delivery
Product Description: Give clients access to tax forms online without having to contact your staff. They can help themselves to 1099s, K-1s, grantor and agency letters, tax information statements, and more.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-management
POP URL: https://tax.thomsonreuters.com/us/en/onesource/fiduciary-tax-software/client-access
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Start date: 2022-11-21 09:44
End date: 2022-11-21 09:44

ONESOURCE Workflow Manager

Product Title: ONESOURCE Workflow Manager
Product Description: Produce tax data that’s consistent, compliant, and ready for submission. Track and analyze projects at every stage, automate manual tasks, and easily find information to make strategic decisions.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/workflow-management
POP URL: https://tax.thomsonreuters.com/en/onesource/workflow-manager
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Start date: 2022-11-21 09:45
End date: 2022-11-21 09:45

Workpapers

Product Title: ONESOURCE Workpapers
Product Description: Attain advanced technology to pull or push data from other applications. Build calculations, summary schedules, and data comparisons 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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Start date: 2022-11-21 10:30
End date: 2022-11-21 10:30

Workpapers CS

Product Title: Workpapers CS
Product Description: Centralize documents and use the same data across your entire direct tax process. Push and pull information from different applications and create controls and audit trails around existing spreadsheets.
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: Calculate, analyze, and present intelligent tax and estate-planning strategies to your clients. Create reports, graphs, and presentations that clearly communicate the effects of different scenarios.
Discipline/Category/Subcategory: discipline:tax-accounting/estate-planning/estate-planning-and-taxation
POP URL: https://tax.thomsonreuters.com/us/en/onesource/trust-estate/zcalc-estate-planner
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Source Document Processing

Product Title: Source Document Processing
Product Description: Digitize your tax document management process; scan, label, and organize documents into related groups with optical character recognition (OCR) technology; and seamlessly send data to UltraTax CS.
Discipline/Category/Subcategory: discipline:tax-accounting/data-and-document-management/document-management
discipline:tax-accounting/practice-management-and-growth/workflow-management
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Checkpoint State Benefits Law Library

Product Title: State Benefits Primary Law Library
Product Description: A comprehensive collection of employee benefits statutes, regulations, and caselaw. Search across 51 U.S. jurisdictions by keyword, phrase, or specific citation.
Discipline/Category/Subcategory: discipline:legal/labor-employment-and-human-resources/employee-benefits
discipline:tax-accounting/payroll-compensation-pension-and-benefits/employee-benefit-plans
POP URL: https://tax.thomsonreuters.com/us/en/checkpoint/state-benefits-law-library
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ONESOURCE Statutory Reporting software

Product Title: ONESOURCE Statutory Reporting software
Product Description: Simplify the preparation of global financial statements with 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
POP URL: https://tax.thomsonreuters.com/en/onesource/statutory-reporting
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Stellar Performance

Product Title: Stellar Performance
Product Description: Maximize your firm's 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: Financial performance metrics and global market research in one legal intelligence tool. Explore market trends, benchmark and analyze market position, develop strategy, and define investment priorities.
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.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/federal-tax
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ONESOURCE Tax Withholding Management

Product Title: ONESOURCE Tax Withholding Management
Product Description: Track employee withholding for 941, 945, and 1042 forms. Avoid penalties for overpaying, underpaying, or missing a payment.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-preparation
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ONESOURCE Data Hub

Product Title: Thomson Reuters Data Hub
Product Description: Decrease corporate tax compliance headaches with access to real-time data via one centralized repository. Enter data just once and leverage it across any API without the need for intervention.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-compliance
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ONESOURCE TIN Compliance

Product Title: ONESOURCE TIN Compliance
Product Description: Save time and stay compliant no matter how many payees you manage with automated B-Notice handling and processing. Generate return deadlines, first and second B-Notices, and substitute W-9 forms.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-automation
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ONESOURCE Certificate Manager

Product Title: ONESOURCE Certificate Manager
Product Description: Optimize the tax exemption certificate management process. Save time by letting customers upload certificates via a secure, online portal and see fewer exemption status disputes, audits, or penalties.
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checkpoint-orbitax-change-reports

Product Title: Orbitax Change Reports
Product Description: Track and notify stakeholders of changes to international tax laws and receive curated reports outlining changes and impacts. Easily share important updates with key contacts and stakeholders.
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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Product Title: Orbitax Executable Actions Tool (E.A.T.)
Product Description: Future proof your international tax research and compliance. Automate workflows, make adjustments to align with tax code changes, 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: A research, workflow, and collaboration platform for international tax professionals. Access an extensive database of tax laws, automate workflows, track projects, and stay connected with teams.
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: Comprehensive, long-term tax planning software for accountants. 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: Shift from reactive to proactive with world-class accounting practice management software. Track time and bill clients, analyze profitability, and boost revenue without increasing workloads.
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: Powerful client management software for accountants. Record, organize, and store client interactions in a single location; strengthen relationships; and cultivate new business.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/client-management
discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-cs/client-management-for-accountants
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cs-professional-suite-practice-cs-project-management

Product Title: Practice CS Project Management
Product Description: Accounting project management software that helps you operate at peak productivity. Track projects in real time and stay in control of your workflow with a customizable dashboard.
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 managment 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: Customized coaching to enhance your firm’s advisory services. Shift your business model and strengthen client relationships with access to 160+ tools, templates, and calculators.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/cost-management
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International Tax Navigator

Product Title: International Tax Navigator
Product Description: Analyze immigration, tax, and treaty rules to withhold and file taxes correctly. 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: Manage judicial workflow with this off-the-record tool for judges and chambers staff. Access documents to consider issues, draft orders, craft decisions, and determine sentencing.
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
POP URL: https://legal.thomsonreuters.com/en/products/judicial-chambers
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K-1 Analyzer

Product Title: K-1 Analyzer
Product Description: Extract, review, and aggregate complex K-1 information. Stop manually keying in data and cut the risk of entry errors; instead, spend your time reviewing, analyzing, and gaining insights from your data.
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: Save time and build confidence in managing cryptocurrency activity reporting with tools ranging from basic crypto tax calculations to transaction tracing and automated reporting.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/specialized-industry-taxation
discipline:tax-accounting/tax-planning-and-preparation/tax-automation
POP URL: https://tax.thomsonreuters.com/en/accounting-solutions/ledgible-crypto-tax-pro
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Legal API

Product Title: Legal API
Product Description: Transform data into intelligent action and integrate content from our legal platforms into your systems and workflows. Make informed decisions, drive efficiencies, and pinpoint business opportunities.
Discipline/Category/Subcategory: discipline:legal/data-and-document-management/data-management
POP URL: https://legal.thomsonreuters.com/en/products/legal-api
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Legal Tracker

Product Title: Legal Tracker
Product Description: Take the work out of your workflow and streamline operations management in your corporate legal department. Use this artificial intelligence-powered solution for e-billing, spend management, and benchmarking analytics.
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 your litigation team. Enable remote teammates to observe a witness’s demeanor, collaborate, and give input 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: Store documents and data in one convenient location that clients can access from any connected device. Allow your clients to easily send and receive 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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ONESOURCE Operational Transfer Pricing

Product Title: ONESOURCE Operational Transfer Pricing
Product Description: Analyze intercompany transactions and deliver global tax reporting results. Seamlessly collect and validate data, manage intercompany prices, track your supply chain, and reduce tax rate volatility.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/transfer-pricing
POP URL: https://tax.thomsonreuters.com/en/onesource/transfer-pricing/operational
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Sharplegal

Product Title: Sharplegal
Product Description: Define your firm's strategic direction based on independent legal market data. Base your decisions on market insights from more than 25 million data points, anticipate client demands, and drive change.
Discipline/Category/Subcategory: discipline:legal/law-firm-marketing/attracting-and-retaining-clients
POP URL: https://legal.thomsonreuters.com/en/products/sharplegal
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ONESOURCE Property Tax Workflow Center

Product Title: ONESOURCE Property Tax Workflow Center
Product Description: End-to-end workflow for property tax management. Filter search tasks by type, status, assignee, or due date; view pending tasks and future work; and manage workloads with increased efficiency.
Discipline/Category/Subcategory: discipline:tax-accounting/practice-management-and-growth/workflow-management
POP URL: https://tax.thomsonreuters.com/en/onesource/property-tax/workflow-center
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ONESOURCE Real Estate Property Tax

Product Title: ONESOURCE Real Estate Property Tax
Product Description: Manage and collect real estate property taxes. Keep up with the latest regulations and deadlines in the U.S. and Canada, calculate expense and liability balances, and get notified of unexpected increases.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-planning-and-preparation/tax-tools
POP URL: https://tax.thomsonreuters.com/en/onesource/property-tax/real-estate
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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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ONESOURCE Secure Web APIs

Product Title: ONESOURCE Secure Web APIs
Product Description: Give clients the ability to access and update 1099 and related forms from a secure online portal and reduce printing and postage costs. Choose from three levels of support to meet your needs.
Discipline/Category/Subcategory: discipline:tax-accounting/tax-research-and-guidance/federal-tax
POP URL: https://tax.thomsonreuters.com/en/onesource/tax-information-reporting/secure-web-services
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SMART Practice Aids Audit Suite

Product Title: SMART Practice Aids Audit Suite
Product Description: Boost audit efficiency with all our SMART Practice Aids in one comprehensive suite. Simplify risk assessment with customizable design and pre-filled planning forms.
Discipline/Category/Subcategory: discipline:tax-accounting/audit-and-accounting/audit-workflow
POP URL: https://tax.thomsonreuters.com/us/en/checkpoint/smart-audit
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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: Lease cloud-based versions of our entire CS Professional Suite, plus Microsoft® Office and Exchange. Pay only for the software you use, budget annual expenses, and scale according to your firm's needs.
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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Regulatory Intelligence

Product Title: Regulatory Intelligence
Product Description: One-stop regulatory intelligence for handling global risk and compliance. Available as a desktop platform or integrated with your workflow software.
Discipline/Category/Subcategory: discipline:investigation-fraud-risk/fraud-prevention-and-compliance-management/regulatory-compliance-management
POP URL: https://legal.thomsonreuters.com/en/products/regulatory-intelligence
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1040SCAN

Product Title: 1040SCAN
Product Description: Eliminate data entry with our industry-leading scan-and-populate solution, which automates four to seven times as many documents as the alternatives and exports data directly to your tax 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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Start 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: 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.
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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Thomson Reuters Customer Verification

Quickly pinpoint high-risk individuals for further identity verification before they are given the chance to enter the program with software that consumes claimant information via an API.

Product Title: Thomson Reuters Customer Verification
Product Description: Quickly pinpoint high-risk individuals for further identity verification before they are given the chance to enter the program with software that consumes claimant information via an API.
Discipline/Category/Subcategory: discipline:risk-fraud-and-investigations/fraud-prevention-detection-and-investigation/fraud-prevention-technology
POP URL: https://legal.thomsonreuters.com/en/products/customer-verification
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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: 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.
Discipline/Category/Subcategory: discipline:investigation-fraud-risk/investigation-technology/fraud-investigation-technology
POP URL: https://legal.thomsonreuters.com/en/products/case-tracking
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Start date: 2022-10-27 14:24
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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 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.
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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CLEAR Risk Inform

Product Title: CLEAR Risk Inform
Product Description: Gain detailed, configurable risk scoring to identify and assess risk indicators confidently. By combining public and proprietary records with customizable definitions, this risk assessment tool can be adjusted to work within the guidelines of specific organizations.
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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CLEAR ID Confirm

Product Title: CLEAR ID Confirm
Product Description: Confirm identities accurately and efficiently while allowing customization of the entire process with this electronic identity verification solution. Leverage comprehensive public and proprietary data to proactively 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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CLEAR Adverse Media

Product Title: CLEAR Adverse Media
Product Description: Investigate web and news media pertaining to a specific subject or organization with this one-stop platform. It also provides a relevancy rating so your organization can be aware of potential risk as it develops.
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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CLEAR Skip Tracing

Product Title: CLEAR Skip Tracing
Product Description: Combine real-time data with advanced tools to save time and increase your success rate with this comprehensive skip-tracing solution that helps collections professionals increase their efficiency and accuracy.
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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Practical Compliance

Product Title: Practical Compliance
Product Description: Clear, easy-to-understand resources help compliance professionals confidently stay up-to-date on regulatory requirements, understand jurisdictional differences, create policies and procedures faster, and proactively manage risk across the organization.
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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Westlaw Classic

Westlaw Edge

Westlaw Precision

Westlaw Form Builder

ONESOURCE Fast Sales Tax

ONESOURCE Global Access

ONESOURCE BEPS Action Manager

ONESOURCE Free Trade Agreement Management

ONESOURCE Export Management

ONESOURCE Determination

ONESOURCE Denied Party Screening

UltraTax CS

ONESOURCE Indirect Tax Compliance software

GoSystem Tax RS

ONESOURCE International Tax Calculator

ONESOURCE State Apportionment

ONESOURCE Supply Chain Compliance

ONESOURCE Tax Provision

ONESOURCE Trade Analysis

ONESOURCE Transfer Pricing Documenter

ONESOURCE Tax Calendar

ONESOURCE Fiduciary Calendar

FileCabinet CS

ONESOURCE FileRoom module

CS Professional Suite Firmflow

CS Professional Suite Fixed Assets CS

ONESOURCE General Ledger Manager

ONESOURCE 1041 Income Tax

ONESOURCE 706 Estate Tax

ONESOURCE Global Trade Content