Run tax work with more confidence, speed, and control
Run tax work with more confidence, speed, and control
Standardize your workflow, reduce manual steps, and improve client experience with trusted content and purpose-built tools.
Standardize your workflow, reduce manual steps, and improve client experience with trusted content and purpose-built tools.
Key Capabilities
Automate document processing and client communications, support planning with strategies and estimates, and keep work moving with cloud access, portals, and secure messaging.
Key Capabilities
Automate document processing and client communications, support planning with strategies and estimates, and keep work moving with cloud access, portals, and secure messaging.
Products in This Solution
Connect preparation, document delivery, 1040 automation, and AI-assisted research to move returns from intake to filing with fewer handoffs.
Products in This Solution
Connect preparation, document delivery, 1040 automation, and AI-assisted research to move returns from intake to filing with fewer handoffs.
What users say on G2
What users say on G2
"It is a very comprehensive tax software that integrates with fixed asset manager and onvio"
Mike C.
Tax Manager and Network Administrator
11-50 employees
"With my last 5 years experience I found this one of the best software to prepare tax returns."
Rahat P.
Director
11-50 employees
"Safe Send has easily become Best Practice for return delivery and signing... the Safe Send Customer Service and Product Support teams are incredibly responsive... and the user experience for our clients. Could not recommend more highly."
Chris H.
Partner, CPA
"The program itself saved our staff countless hours... being able to send clients' returns via SafeSend was fast and efficient... it also saved the firm payroll costs because less time was spent getting returns out the door to clients."
Carla S.
Employee
2-10 employees
"I love that Ultra Tax integrates with the other Thompson Reuters applications... The integrations saved a lot of data entry time. I also love that information can rollover from year to year once it is used for more than one year."
Sandi T.
Human Resources Manager
11-50 employees
"The most helpful part of CoCounsel is that it doesn’t rely on third-party sources, and it makes accessing and navigating the sources very easy."
Aidan B.
State and Local Tax Consultant
