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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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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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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.
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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.
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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.
Screen NYLetter - New York Client Documents and Elections (990)
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Other Client Document Options
Mailing address for filing instructions
Select the code to indicate which address to print for filing instructions and slipsheets.
Custom Paragraphs
Create custom paragraphs by choosing Setup > 990 Exempt Organizations > New York tab > Filing Instructions, Instructions Insert, or Letter Insert button as applicable, then click the Custom Paragraphs tab. If you selected a custom paragraph globally, it does not appear in the list of paragraphs available.
Number
Select a paragraph number from the
Number
field that corresponds to the custom paragraph you want to use for this client. Up to three custom paragraphs print on the client documents. The Description
field updates automatically with the custom paragraph description associated with the selection you made in the Number
field.Elections
Create statements by choosing Setup > 990 Exempt Organizations > New York tab > Tax Elections. UltraTax/990-NY comes with a blank election statement that you can customize as many times as necessary for specific needs.
Number
Select an election number from the
Number
field that corresponds to the client’s required election statement. The Description
field updates automatically with the election statement description associated with the selection you made in the Number
field.