Ready to Advise

What it does

Ready to Advise is Thomson Reuters' tax planning and advisory software for accounting firms. It takes in client and tax return data and uses it to surface planning opportunities, prioritizing strategies by their potential impact. For firms using UltraTax CS, supported tax return data can flow in automatically, reducing manual uploads.

Firms use the product to move from an identified opportunity to an advisory plan through guided workflows, playbooks, and Checkpoint-powered guidance. It can also generate client-facing advisory plans, summaries, and reports that explain recommended strategies, projected value, and next steps, which firms can use in client conversations and pricing discussions. Advisory Blueprint tutorials and in-product resources add guidance for building advisory processes.

Ready to Advise suits accounting firms building an advisory practice from their existing tax work or standardizing delivery across a larger team. Access starts with a demo and a discussion of the firm’s needs. UltraTax CS is a documented route for bringing in return data; firms using other systems should confirm compatible imports and implementation requirements. Professionals remain responsible for reviewing proposed strategies, validating assumptions and deciding which recommendations fit the client’s circumstances before sharing a report.

What it can do

• Identify tax planning opportunities across a client base from client and tax return data
• Prioritize planning strategies by impact
• Guided advisory workflows and playbooks with Checkpoint-powered guidance
• Generate client-facing advisory plans, summaries, reports, and outreach
• Advisory Blueprint tutorials and in-product training resources

Works with

• UltraTax CS (supported tax return data flows in automatically)

Example workflows

Surface planning opportunities from UltraTax CS data

Illustrative example. Input: client tax return data from UltraTax CS. Steps: data flows into Ready to Advise; the product identifies clients with tax savings potential; the team prioritizes strategies by impact. Output: a prioritized list of planning opportunities.

Build a client-facing advisory plan

Illustrative example. Input: an identified planning opportunity. Steps: use guided workflows and playbooks to review strategies and implementation considerations; generate a plan, summary, or report. Output: a client-facing deliverable explaining strategies, projected value, and next steps.

Before you choose

• Check proposed strategies and projected value against the client’s circumstances before delivering advice.
• Confirm compatible import routes if the firm does not use UltraTax CS.
• Discuss plan pricing, implementation and access terms during the demo.

Listed under

• Finance
• Bookkeeping and close
• Planning and tax
• Accounting
• Advisory
• AI
• Cpa firms
• Tax
• Tax planning

Get started

A representative discusses plans and schedules a demo.

1. Request a free demo through the product's request form to discuss available plans.
2. Connect UltraTax CS tax return data if the firm uses it, to ease the start of planning work.
3. Review Advisory Blueprint tutorials and in-product resources to set up advisory processes.

Request a demo and confirm the plan, access and implementation costs.

Ready to Advise doesn’t publish prices. You get a quote by contacting sales. See their pricing page ↗

Sources for this overview

Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.

• Tax planning software for accountants | Ready to Advise | Thomson Reuters ↗tax.thomsonreuters.com
• Ready to Advise | Request free demo | Thomson Reuters ↗tax.thomsonreuters.com

Company website

tax.thomsonreuters.com: product, pricing and policy pages

YC directory mirror

Batch and company name

Web search

Confirms the official site

Social accounts

Accounts the company links, and its posts on X

Human review

Checked by a person

knowledge_base

Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.