Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
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.
-
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.
-
The forefront of audit tech
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.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
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.
-
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.
-
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.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
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.
-
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.
-
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.
Units
Units
are your usage currency in Ready to Review. They represent the cost of processing and filing tax returns.Important distinctions
:- Units are not the same as user seats: There is no limit on the number of users in Ready to Review.
- Units equal usage: You are charged based on the number of returns you process and file.
When and how units are charged
Unit consumption:
You are charged for a unit when you:
- Print a tax return (final PDF) without watermark.
- Approve a return for e-filing.
You are
not
charged a unit for:- Uploading documents.
- Extracting data.
- Reviewing the return.
- Running diagnostics.
- Saving or editing the return.
important
Units are only consumed at the final step—when you move forward with printing or filing the completed return.
Unit overage
If you use all your purchased units within a contract period:
- You'll get a prompt:Uses 1 overage unit
- You can still:
- Review existing tax return projects.
- Create new projects.
- Upload documents and extract data.
- Print the tax return.
Overage billing
- Any overage units will be added to your monthly bill.
- Overage units reset at the beginning of each new billing cycle.
- You can track your current monthly overage in your next month’s bill.
Make the most of your units
:- Plan ahead: Estimate the number of returns you'll process and purchase units accordingly.
- Review before printing: Ensure the return is complete and accurate before consuming a unit.
- Monitor usage: Regularly check your unit balance in the organizationSettings.
- Establish guidelines: Create internal policies for when and how units should be used.
Firm-level guidelines
Consider establishing rules such as:
- Only senior reviewers can approve returns for filing.
- Require a final quality check before printing.
- Track unit usage by preparer or department.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals