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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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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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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 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 Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
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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.
Manage multiple office locations, EINs, and Practitioner PTINs
Office Locations:
Multi-location support is planned for future releases. Currently, you may need to use naming conventions or Client IDs to differentiate clients across locations.EINs (Employer Identification Numbers):
To configure firm EIN information, go to Tax Defaults
in the General Information
section.Practitioner PTINs:
To configure preparer information, including PTINs, go to Tax Defaults
General Information
Basic Return Data
Lookup table for preparer Info
tip
- Set up all firm preparers in Tax Defaults using unique codes (commonly initials).
- Enter as much information about the preparer as possible to save time on data entry.
- Use the assigned code to pull information about the preparer into individual returns automatically.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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