# Ready to Advise Review: Pricing, Features, Alternatives Ready to Advise: Thomson Reuters advisory tool that ranks planning strategies from an uploaded return. Pricing from On request, SOC 2 unconfirmed, and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-planning/ready-to-advise/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Planning & Advisory](https://node8.ai/accounting-tools/tax-planning/) # Ready to Advise One to Watch · Thomson Reuters Thomson Reuters advisory tool that ranks planning strategies from an uploaded return [Visit Ready To Advise](https://tax.thomsonreuters.com/en/products/ready-to-advise) [All 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Best for Firms already buying Checkpoint or CS Professional Suite that want a Thomson Reuters answer on advisory Starting price On request SOC 2 Unconfirmed Multi-factor auth Unconfirmed Ownership part of Thomson Reuters Integrates with Checkpoint The read ## What Ready To Advise does Thomson Reuters describes Ready to Advise as an AI tax planning product that takes uploaded returns and client information, identifies planning strategies tailored to that client, and ranks them by relevance and impact so nobody has to work through a checklist by hand. It then asks follow-up questions to narrow the set, walks staff through implementation using content from Checkpoint, and produces a client-facing document showing the savings and the projected outcome. The vendor's term for the model behind it is Fiduciary-Grade AI. The Checkpoint grounding is the genuinely interesting part, because the weakest link in most strategy-recommendation tools is where the strategy text came from and whether it is current. The page names three buyers: practitioners moving beyond compliance, mid-sized firms building an advisory system, and larger firms that want to hand advisory work to junior staff while keeping quality controlled. That last one is the clearest fit, since a ranked and sourced strategy list is worth more to a firm with staff to delegate to than to a sole practitioner who already knows their book. Firms with no existing Thomson Reuters relationship have less reason to start here, because the product sits outside the CS Professional Suite listing and is sold on its own. What the vendor publishes is thin to the point of being a problem for a buyer. There is no price and no indication of the pricing model. There is no stated launch date or availability window. Nothing on the page says whether returns arrive by OCR of a 1040 PDF or by direct import from UltraTax CS, which is the difference between a five-minute plan and re-keying a return for every engagement. Nothing says what is actually calculated: alternative minimum tax, net investment income tax, qualified business income phase-outs, the excess business loss limitation and state coverage all go unmentioned, so it is not possible to tell from the outside whether this produces a projection or a scored list of ideas. There is no security documentation linked from the page either. Every one of those answers is behind a demo request and a phone number. Set against Corvee or TaxPlanIQ, both of which publish strategy counts, prices and plan structure, Ready to Advise asks for more trust and offers less to check. Set against Intuit Tax Advisor, the comparison is sharper still: Intuit's own disclaimers confirm that building Tax Advisor plans requires a Lacerte Fast Path or ProConnect Tax User Access license, meaning Lacerte and ProConnect firms already own a planning tool on a licence they pay for. A new paid product has to be visibly better than that, and the marketing page does not yet make the case. Thomson Reuters' own Planner CS at least states that it covers 45 states. The tier stays at one-to-watch, which is where the evidence leaves it rather than a judgment on the product. The vendor is not a startup and Checkpoint is a real asset, so the ceiling here is high. But a firm cannot currently establish price, computation depth, import path or security posture without a sales call, and a directory reader deciding where to spend a busy-season budget needs at least one of those. Worth a demo, not yet worth a recommendation. Capabilities ## What you get Uploads tax returns and client information to surface tailored planning strategies Ranks identified opportunities by relevance and impact Interactive follow-up questions that refine the strategy set Step-by-step implementation guidance drawn from Checkpoint tax content Client-ready documents showing savings and projected outcomes Pricing, security, integrations ## What it costs and what it connects to Thomson Reuters does not publish a price for Ready To Advise; it is quoted per firm, usually on firm size or entity count. We could not confirm a SOC 2 report for Ready To Advise from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent. Ready To Advise does not integrate directly with a general ledger. Beyond that: Checkpoint. [Vendor pricing page](https://tax.thomsonreuters.com/en/products/ready-to-advise) Our rating ## Why we rate Ready To Advise a One to Watch Ready To Advise is rated One to Watch, alongside 5 other of the 13 tax planning & advisory tools in this directory. Early or unproven at firm scale. Often genuinely interesting technology without the track record, support depth, or install base to bet a busy season on yet. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Same vendor ## More from Thomson Reuters ### [1040SCAN](https://node8.ai/accounting-tools/tax-workflow/1040scan/) Scan-and-populate OCR that turns 1040 source documents into workpapers and tax software input Dated ### [Accounting CS](https://node8.ai/accounting-tools/general-ledger/accounting-cs/) Firm-side write-up, trial balance and payroll ledger for accountants running many client books Dated ### [Accounting CS Payroll](https://node8.ai/accounting-tools/payroll/accounting-cs-payroll/) Multi-client batch payroll engine sold to firms that run payroll as a service line Dated ### [Thomson Reuters Checkpoint](https://node8.ai/accounting-tools/tax-research/checkpoint-ria/) Thomson Reuters tax research library built on RIA and PPC content, quoted per firm Strong Option Alternatives ## Ready To Advise alternatives ### [Planner CS](https://node8.ai/accounting-tools/tax-planning/planner-cs/) Multi-year federal and state projection software sold inside the CS Professional Suite Dated ### [Corvee](https://node8.ai/accounting-tools/tax-planning/corvee/) Multi-entity tax planning with a large strategy library and branded client plans Strong Option ### [TaxPlanIQ](https://node8.ai/accounting-tools/tax-planning/taxplaniq/) Strategy library, ROI-based fee proposal and branded plan built from an uploaded 1040 Strong Option ### [Luminary](https://node8.ai/accounting-tools/tax-planning/luminary/) Reads trust and estate documents and turns them into flowcharts and estate tax models One to Watch ### [RCReports](https://node8.ai/accounting-tools/tax-planning/rc-reports/) Reasonable compensation reports for S corp owner-employees, with the methodology documented Top Pick ### [Tax Maverick](https://node8.ai/accounting-tools/tax-planning/tax-maverick/) Advisory training program with strategy-matching software attached, sold by application One to Watch [Compare all 13 tax planning & advisory tools](https://node8.ai/accounting-tools/tax-planning/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [Ready to Advise product page](https://tax.thomsonreuters.com/en/products/ready-to-advise) Retrieved 2026-09-08 ### [CS Professional Suite product listing](https://tax.thomsonreuters.com/us/en/cs-professional-suite) Retrieved 2026-09-08 ### [Intuit Lacerte product page, Intuit Tax Advisor licensing note](https://accountants.intuit.com/lacerte/) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Research (13)](https://node8.ai/accounting-tools/tax-research/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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