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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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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.
Email Organizer to both taxpayer and spouse
Organizer
to both taxpayer and spouseDo the following to email an
Organizer
to both a taxpayer and a spouse:- Open the client.
- On theContactscreen in theGeneralfolder, enter both the taxpayer's and spouse's email.
- SelectSetupthenClient Communications.
- Go to theEmail Tocolumn and selectBoth.
- Email yourOrganizeras usual by selectingFilethenPrint Organizers.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1040 Individual
- Subject: Organizer