Tax
•
Global
Ravical &
UltraTax CS
Connect your agentic AI directly to UltraTax CS and unlock instant access to tax return data, client tax records, and compliance information—powering smarter, data-driven advisory workflows.
Request a demo
Thomson Reuters' professional tax compliance and workflow software for accounting and tax firms
UltraTax CS is a professional tax preparation software from Thomson Reuters, used by thousands of US tax firms and CPA practices to prepare federal and state income tax returns. It integrates with the broader CS Professional Suite for a complete tax and accounting workflow.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
UltraTax CS
?
01
Read Tax Return and Compliance Data from UltraTax CS
Ravical connects to UltraTax CS to read tax return data, client compliance history, and preparation notes, enabling advisory delivery built on comprehensive tax compliance intelligence.
Tax return data access | Read individual and corporate tax return data from UltraTax CS to build a complete view of client tax positions across compliance years
Compliance history | Access preparation notes, flagged issues, and year-over-year changes from UltraTax CS to support planning conversations grounded in compliance history
Multi-client portfolio | Monitor tax data across all UltraTax CS clients from a single integration without switching between individual client files
02
From UltraTax CS Compliance Data to Proactive Tax Advisory
Ravical transforms UltraTax CS tax return data into structured advisory opportunities, surfacing planning conversations, compliance anomalies, and tax optimisation needs across your client portfolio.
Planning opportunity detection | Identify tax return patterns — high withholding, missed deductions, income spikes — that signal planning conversations requiring proactive advisor outreach
Year-over-year intelligence | Compare UltraTax CS return data across filing years to surface material changes in client tax positions that require advisory attention
Advisory pipeline from compliance | Convert UltraTax CS compliance workflows into a structured advisory pipeline, ensuring every compliance engagement is reviewed for planning opportunity
Experience how it works.
Request a demo.
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