Thomson Reuters, HotDocs collaborate on workflow apps

CPA Practice Advisor reports.

HotDocs pioneers the technology behind Interactive Decision Tools, which is now available through Checkpoint, and helps tax; accounting and audit professionals resolve workflow issues.

PR Web states that, through HotDocs technology, dynamic tools are created in a question-and-answer interview format that guides professionals through the decision-making process for a particular issue.

“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 VP, Checkpoint platform, Thomson Reuters.

The agreement also offers Checkpoint subscribers access from any location within Checkpoint to the decision tool they need, Accounting Today notes.

Other provisions include integration between the decision tools and relevant content on Checkpoint; additional efficiency and accuracy through automated calculations based on specific results; and customisable templates, such as letters and memos, to communicate conclusions and recommendations to clients.