AI-Powered Advisory: Turn Tax Returns into Opportunities with Ready to Advise
Event Date: May 6 | June 3 | July 1
Event Time: 11:00 AM ET
Hosted by Thomson Reuters
Tired of missing advisory opportunities? Join us for a demo where we'll show you Thomson Reuters Ready to Advise—the AI-powered platform that transforms advisory service delivery.
We'll demonstrate how to upload a tax return and instantly identify tax-saving strategies with client-ready proposals, step-by-step implementation guides, and pricing.
In this demo, you'll see:
Strategy & Planning:
• AI and OCR extract key data from any return (1040, 1120-S, schedules)
• Generate professional advisory plans with estimated savings and fees
• Set goals and refine recommendations with intelligent prompts
Implementation & Execution:
• Follow AI-guided step-by-step implementation
• Get real-time answers, auto-generated deliverables, and wage research backed by Checkpoint content
• Empower any team member to deliver expert-level work
Watch us demonstrate the complete end-to-end workflow. No more manual analysis, knowledge gaps, or awkward fee conversations. See how Ready to Advise helps you stop leaving money on the table and scale your advisory practice.
Busy on this time? Register anyway! We will send you a copy of the webinar recording to watch at your leisure after the event has aired.
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