Thomson Reuters and HotDocs to Create Workflow Applications for Tax, Accounting, and Audit Professionals

The Tax & Accounting business of Thomson Reuters and HotDocs Corporation have teamed up to develop applications for Thomson Reuters’ Checkpoint online information platform.

HotDocs pioneers the technology behind Interactive Decision Tools, which is now available through Checkpoint and helps tax, accounting and audit professionals resolve workflow issues. The application guides professionals through the decision making process for issues by using a question-and-answer interview format.

While Interactive Decision Tools is the first collaborative application, Thomson Reuters and HotDocs will create additional tax, accounting and auditing applications.

“Interactive Decision Tools is the first to market in our industry and the first application developed through our relationship with HotDocs,” said Steve Zelman, senior vice president, Checkpoint platform, Thomson Reuters. “Over the course of our alliance, we’ll work together to develop additional tools that deeply integrate with Checkpoint content to enhance the professional’s work experience.” 

Through the alliance with HotDocs, Checkpoint users will be able to quickly locate any decision tool from anywhere within Checkpoint and customize templates to effectively communicate conclusions and recommendations to clients. Other advantages of the agreement include integration between tools and content on Checkpoint and automatic calculations.

“Our alliance with Thomson Reuters delivers powerful, flexible, and insightful decision tools for tax, accounting, and audit professionals,” said Russell Shepherd, CEO, HotDocs Corporation. “I’m pleased that Thomson Reuters selected our HotDocs Developer and HotDocs Server to offer state-of-the-art, automated, productivity tools to their customers.”

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