u/AcceptableBonus2532

I was asked to research some programs that automate with CCH to provide a tax analysis breakdown for clients for both planning and putting on their actual returns beginning next year. This would include graphs, easy to follow 2 year comparisons, and highlights of the return/planning. There’s two absolutes: can’t be fully AI and HAS to automate with CCH Axcess. Safesend doesn’t have this and I can’t find anything with Thomson Reuters. Have any of you used anything like this or know of any software to do such a thing?