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Law firm Zarwin 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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Get started with Ready to Review
Ready to Review (R2R) is a cloud-based tax prep tool built on the CoCounsel platform. It uses agentic AI to get documents, extract data, and prepare and review returns, letting tax professionals focus on strategic thinking instead of data entry.
What Ready to Review delivers:
- Source document automation
- Go to Supported source documents for details on the form that are currently supported.
- Manual preparation and entry are available for all other document types.
- Tax form automationWe are committed to making tax filing smooth and efficient with extensive support for:
- Federal and state 1040 forms
- Schedule K-1 forms
- Complex tax situations
- For a full list, go to Supported tax forms.
Key features
- Intelligent data extraction & population
- Extracts and analyzes data from source documents and prior year returns
- Maps and categorizes data to the correct fields in the tax return
- Clear links between return fields and source documents for easy verification
- Automated tax preparation & diagnostic review
- Runs extracted data through the tax engine and populates the return
- Automatically flags issues and potential errors as diagnostics
- Groups diagnostics into actionable categories
- Step-by-step guidance to resolve issues, delivering a return that is ready for professional review
- Streamlined review & filing
- Two-year comparison and tax return views with drill-down capabilities
- Direct access to source documents from within the review screen
- E-file status tracking and transmission to monitor returns through filing
Benefits of using R2R
- Save time on 1040 returns
- Increase capacity to handle more returns with existing staff
- Reduce manual data entry and the risk of errors
- Improve accuracy with automated diagnostics and guidance
- Support staff satisfaction with modern, cloud-based technology
- Scale easily with a secure, browser-based solution
Agentic AI in R2R
- Plans and runs multi-step tasks within defined workflows
- It works autonomously to extract, map, and run data through the tax engine
- Identifies diagnostics and suggests how to resolve them
- Adapts to user feedback while maintaining transparency and control
Core characteristics
- Act Autonomously – Operates independently within defined workflows
- Initiate & Lead Action – Takes proactive steps without constant supervision
- Manage Complexity – Handles multi-step, multi-document tax prep processes
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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