ATL235

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Episode ATL235: Thomson Reuters SYNERGY 2025

Recording Date: November 14, 2025

Duration: 14:15

Hosts: Randy Johnston and Brian F. Tankersley, CPA.CITP, CGMA

Series: Accounting Technology Lab Podcast

Source: CPA Practice Advisor

Summary

In this episode, Randy Johnston and Brian Tankersley recap highlights from the 2025 Thomson Reuters SYNERGY Conference, held November 5–8 in Orlando. The hosts describe SYNERGY 2025 as a pivotal year in Thomson Reuters’ transformation, marked by significant culture change, new AI-driven products, and a major shift toward an API-first, fully integrated platform. They discuss updates to GoFileRoom, including a redesigned user interface, new FirmFlow features, and long-awaited APIs for both systems. Randy and Brian also review the expansion of the CoCounsel AI platform—powered by the Material acquisition—now supported by a team of 100+ AI developers working across tax, audit, and legal applications. Key product releases included Ready to Review, Audit Intelligence Analyze, enhanced CoCounsel document analysis, and major upgrades to UltraTax 2025 with new integrations for SafeSend and SurePrep. With 271 breakout sessions, 1,600+ attendees from all 50 states, and vibrant roundtables, the conference showcased Thomson Reuters’ renewed momentum and deep commitment to integration, automation, and AI-enhanced workflows. The hosts conclude that SYNERGY is a must-attend event for any firm using Thomson Reuters tools.

Key Quotes

  • “This year wasn’t about announcements — it was about releases.” — Randy Johnston
  • “They’ve truly changed culture. The future is integrated, and the future has APIs.” — Brian F. Tankersley
  • “There are over 100 developers in the AI division now. That’s a lot of real intelligence for artificial intelligence.” — Brian F. Tankersley
  • “GoFileRoom has major changes coming — new UI, new FirmFlow pieces, and brand-new APIs.” — Randy Johnston
  • “CoCounsel is becoming the AI layer across tax, audit, and legal.” — Brian F. Tankersley
  • “If you use Thomson products, you should send people to SYNERGY. It’s worth it.” — Randy Johnston
  • “The roundtables create community — that’s what makes SYNERGY different.” — Brian F. Tankersley

Companies, Products, and Services Mentioned

Company / Product Description X (Twitter) Facebook LinkedIn Instagram
Thomson Reuters Developer of UltraTax, GoFileRoom, FirmFlow, CoCounsel, and audit platforms @ThomsonReuters Thomson Reuters Thomson Reuters @thomsonreuters
GoFileRoom Document management platform receiving major UI and API upgrades N/A N/A Thomson Reuters N/A
FirmFlow Workflow system for tax and accounting firms now receiving new APIs N/A N/A Thomson Reuters N/A
CoCounsel AI TR’s AI platform, expanded via the Material acquisition @ThomsonReuters Thomson Reuters Thomson Reuters N/A
UltraTax CS Enterprise tax preparation suite; previewed 2025 release at SYNERGY N/A N/A Thomson Reuters N/A
Ready to Review AI-driven tax review automation tool newly released N/A N/A Thomson Reuters N/A
Audit Intelligence Analyze AI-powered audit analytics module released at SYNERGY 2025 N/A N/A Thomson Reuters N/A
Guided Assurance Audit automation platform, now integrated with FieldGuide N/A N/A Thomson Reuters N/A
FieldGuide Modern SOC and audit platform receiving Guided Assurance integration @FieldGuideAI N/A FieldGuide N/A
SafeSend Document gathering and delivery automation tool integrated with UltraTax @SafeSendReturns SafeSend SafeSend N/A
SurePrep Workpaper automation tool integrated into TR audit and tax workflows N/A N/A SurePrep N/A
CPA Practice Advisor Publisher of the Accounting Technology Lab Podcast @CPAPracticeAdv CPA Practice Advisor CPA Practice Advisor @cpapracticeadvisor

See Also

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