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Solutions
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Corporations
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Governments
Success stories
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A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
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Tax, audit & accounting
Recommended products
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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
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Resources
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Product training
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Product communities
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Developers
Highlights
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2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Filing Status Optimization Report
The Filing Status Optimization Report provides state information.
For details about filing status optimization for a specific state, select
F1
from a state input screen to open the overview topic. Select Processing 1040 [state] returns
at the top, then User Tips
, Filing Status Optimization
. If the option isn't available, filing status optimization isn't available for that state.note
If the amount of allowable Roth contributions has changed, the report doesn't indicate this change. Organizer data entry is not available on the newly created, separate clients. Maximum Roth contributions are calculated on the Roth IRA worksheet. Limits are different for the married filing separate filing status.
You can print the Filing Status Optimization Report to FileCabinet CS if you have a license and FileCabinet CS is installed. From the
Filing Status Optimization
window, select the Print
button. Mark the Store image in FileCabinet CS
checkbox, then select Print
or To Cabinet
. (The To Cabinet
button appears when the FileCabinet CS
checkbox is checked and the Printer
checkbox isn't checked.)