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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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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2022-10-28 23:32
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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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2022-10-28 21:44
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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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2022-10-28 22:08
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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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2022-10-28 22:10
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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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2022-10-28 11:16
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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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2022-10-28 22:22
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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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2022-10-28 11:54
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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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2022-10-28 22:27
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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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2022-10-28 12:00
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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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2022-10-28 22:32
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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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2022-10-27 14:02
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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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2022-10-27 14:14
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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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2022-10-27 14:22
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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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2022-10-27 14:27
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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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2022-10-27 14:29
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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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2022-10-27 14:33
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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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2022-10-27 14:35
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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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2022-10-27 10:33
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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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2022-10-27 10:40
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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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2022-10-27 11:10
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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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2023-02-17 15:16
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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
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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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2022-10-31 14:16
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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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2023-02-17 15:16
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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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2022-10-31 11:55
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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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2022-10-31 11:04
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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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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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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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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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2022-10-31 22:03
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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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2022-10-31 22:06
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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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2022-10-31 11:40
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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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2022-10-31 22:11
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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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2022-10-31 21:22
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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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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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2022-10-31 21:28
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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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2022-10-31 21:13
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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
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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
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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
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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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2022-11-14 21:52
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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
End date
2022-11-14 22:57

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
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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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2022-11-14 23:27
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2022-11-14 23:27

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
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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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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
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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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2022-11-14 14:57
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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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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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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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
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https://tax.thomsonreuters.com/us/en/onesource/fiduciary-tax-software/client-access
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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
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https://tax.thomsonreuters.com/en/onesource/workflow-manager
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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
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https://tax.thomsonreuters.com/en/onesource/tax-provision/workpapers
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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
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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
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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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https://tax.thomsonreuters.com/us/en/cs-professional-suite/source-document-processing
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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
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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
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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
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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
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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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https://tax.thomsonreuters.com/en/onesource/tax-information-reporting/federal-state-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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https://tax.thomsonreuters.com/en/onesource/tax-information-reporting/tax-withholding
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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.
Discipline/Category/Subcategory
discipline:tax-accounting/data-and-document-management/certificate-management
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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
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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. 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
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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
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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
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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
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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
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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
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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
discipline:tax-accounting/practice-management-and-growth/practice-management
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https://tax.thomsonreuters.com/us/en/cs-professional-suite/practice-forward
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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
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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
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https://legal.thomsonreuters.com/en/products/judicial-chambers
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2022-11-23 14:53

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
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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
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https://tax.thomsonreuters.com/en/accounting-solutions/ledgible-crypto-tax-pro
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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
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https://legal.thomsonreuters.com/en/products/livenote-stream
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2022-11-23 15:07

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
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https://tax.thomsonreuters.com/us/en/cs-professional-suite/netclient-cs
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2022-11-23 15:09
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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
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https://legal.thomsonreuters.com/en/products/sharplegal
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2022-11-23 18:36
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2022-11-23 18:36

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
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https://tax.thomsonreuters.com/en/onesource/property-tax/workflow-center
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2022-11-23 06:42
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2022-11-23 06:42

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
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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
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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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2022-11-23 07:04

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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2022-11-23 18:49

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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2022-11-23 07:11
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2022-11-23 07:11

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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2022-11-23 18:44
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2022-11-23 18:44

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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2023-05-04 17:54

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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2023-05-04 17:46
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2023-05-04 17:46

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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2023-05-16 14:34
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2023-05-16 14:34

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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2022-10-27 14:24
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2022-10-27 14:24

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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2023-06-02 14:38
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2023-06-02 14:38

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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Start date
2023-07-18 11:03
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2023-07-18 11:03

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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2023-07-18 13:29
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2023-07-18 13:29

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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Start date
2023-07-18 13:00
End date
2023-07-18 13:00

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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Start date
2023-07-18 13:09
End date
2023-07-18 13:09

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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Start date
2022-11-15 08:45
End date
2022-11-15 08:45