Thomson Reuters Ready to Advise

6.1easy start · #25of 28
in Tax Planning Software

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Thomson Reuters Ready to Advise is ranked #25 of 28 in tax planning software on The Geeks Club.

Compared on tax planning software

Scenario modeling: Yes
Data import: Yes

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The record

Product purpose: Ready to Advise is an AI-powered tax planning advisory solution for tax and accounting firms.
Client analysis: It analyzes uploaded tax returns and supporting documents to identify personalized tax planning opportunities and prioritize strategies by potential impact, complexity, and alignment with client goals.
Implementation guidance: Its AI-guided workflows provide step-by-step implementation guidance, explanations, calculation tools, and Checkpoint content.
Tax Q&A: Its Q&A Chat answers tax planning questions using Checkpoint content.
Client reporting: Customizable client-ready reports show proposed opportunities, projected financial impact, implemented strategies, and actual results.
Knowledge sources: The product’s AI-guided workspace connects firm content, Checkpoint, IRS code, and internal documents.
Tax software integration: A Thomson Reuters blog says Ready to Advise integrates with existing tax software, but does not name specific products.
Security resources: Thomson Reuters says its Trust Center provides product security resources such as SOC reports, certificates, attestations, and security questionnaires, with access to artifacts requiring an account.
Security framework: Thomson Reuters describes its SECURE Framework as six pillars covering workplace, platforms, products, brand, response, and governance, risk, and compliance.
Demo and pricing: The product page offers a free demo and directs interested firms to contact a representative; it does not state a subscription price.
Intended users: The maker describes the product for advisory practitioners and mid-sized and enterprise firms, including firms seeking to delegate advisory work to junior staff.
Maker support: The Ready to Advise contact page lists 800-968-8900 for phone inquiries.

Where it ranks on The Geeks Club

Best Tax Planning Software in 2026#25 of 28

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Sources

tax.thomsonreuters.com/en/products/ready-to-advise· checked 4 Oct 2026
tax.thomsonreuters.com/en/products/ready-to-advise/features· checked 4 Oct 2026
thomsonreuters.com/en/press-releases/2025/july/thomson-reu· checked 4 Oct 2026
tax.thomsonreuters.com/blog/future-proof-your-accounting-firm-· checked 4 Oct 2026
thomsonreuters.com/en/trust-center· checked 4 Oct 2026
tax.thomsonreuters.com/en/products/ready-to-advise/contact· checked 4 Oct 2026