UltraTax CS
Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.
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Bloomberg Income Tax Planner
Accurately project estimated tax payments, capital gains, and taxes for resident and nonresident states. Plan for tax implications all year resulting from marriage, Roth conversions, stock sales, and other events using Income Tax Planner. We have a proven track record of being first-to-market – you can rest assured that the latest tax law has been incorporated. Accurately and efficiently show clients what their tax situation looks like with in-depth analysis and comparison of side-by-side scenarios. Create accurate, professional, and effective plans that help your clients reduce tax liabilities and make wise decisions. Easily model and navigate complex tax scenarios. Use Bloomberg Tax & Accounting’s renowned tax expertise, up-to-date calculations, in-depth analytics, projections, and more to plan the best course of action for your clients’ tax, investment, and retirement planning.
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Vertex
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications.
Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
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Corvee Tax Planning
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
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