Ready to Advise
Ready to Advise analyzes tax returns to identify tax planning opportunities.
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What it does
- Financial analysis
Features 3
- Find relevant tax strategiesAnalyzes client returns and prioritizes planning strategies by impact and suitability
- AI-Guided Advisory DeliveryGuides staff through tax strategy implementation with explanations, calculations, and trusted content
- Q&A ChatAnswers tax planning questions during client engagements using authoritative Checkpoint content
Sources
- Pricing
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Official documentation · 14 Oct 2026
"Connect with our sales team"
- Description
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Official documentation · 14 Oct 2026
"AI-powered tax planning advisory solution"
- What it does
-
Official documentation · 14 Oct 2026
"Analyze tax returns to identify personalized advisory opportunities"
- Sold within
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Official documentation · 14 Oct 2026
"Ready to Advise will be available inside of the CoCounsel platform."
- Name
-
Official documentation · 14 Oct 2026
"with Ready to Advise"
- URL
-
Official documentation · 14 Oct 2026
"with Ready to Advise"
- Deployment
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Official documentation · 14 Oct 2026
"Go to https://accounting.cocounsel.thomsonreuters.com/ in your browser."
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