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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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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.
Download converted data
note
- If you restored client data into 2023 UltraTax CS from the converted data, don’t proforma the same client data from the converted data. Instead, proforma client data that you restored from the converted data directly from 2023 UltraTax CS to 2024 UltraTax CS.
- If you're on SaaS or Virtual Office CS, your converted data is uploaded directly to the SaaS or Virtual Office CS environment. To access conversion logs and documentation, download the ZIP file, and proceed to proforma the converted data into UltraTax CS.
To download and unzip the converted data file and conversion documents:
- Go to http://cs.thomsonreuters.com/myaccount/pcc to access the Secure Data Exchange under the Private Communication Portal.
- Save the ZIP file from the Secure Data Exchange to a location on your hard drive or on your network drive.
- In Windows Explorer, go to the location where you saved the ZIP file, right-click the ZIP file, and selectExtract Allto unzip the data.noteThe instructions for using your converted data are in the Instruct.PDF file. This file is in the converted data folder.
This article applies to:
- PRODUCT: UltraTax CS
- Subject: Conversions