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Ready to Review
Thomson Reuters agentic AI tool that sorts client documents, extracts the data and drafts simple 1040 returns with source links for staff review.
| What the AI does | Agentic AI 1040 preparation: automated document extraction and verification, draft return with diagnostics and two-year comparison, every entry linked to its source document |
|---|---|
| Who it serves | All practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Tax Preparation & Review AI |
| Part of | CoCounsel Tax |
| Works with | CoCounsel Tax |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Ready to Review is listed as a fit for small and mid-size firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out.
What it costs
Ready to Review is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Ready to Review is Thomson Reuters' agentic preparer for simple 1040s: upload the client's source documents and prior-year return, and it sorts, extracts, drafts the return with diagnostics and a two-year comparison, and links every entry to its source document for your review. It is provisioned through CoCounsel Tax and runs on the Thomson Reuters tax engine, while client review, signatures and e-filing stay in your existing systems. Pricing is by quote.
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