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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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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 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
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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.
About partner bridge
For tax year 2022 and later, you can import and export federal and state partner information and special allocations.
Steps for using Partner Bridge
- Download the Partner Bridge spreadsheet in the file download table for your product.noteThe table is on the main product page entitledData imports and exports.
- Complete theControlworksheet.
- TheStatesworksheet lists the 2-character code abbreviation for each state, U.S. territories and possessions, and U.S. military postal designations. Use the 2-character code to complete the Partner Information worksheet.
- TheForeignworksheet lists country names and designations in alpha order. Use this worksheet to determine the 2-character code to complete the Partner Information worksheet.
- To import partner information, complete the Partner Information worksheet.
- To import special allocations, complete the Special Allocations worksheet.
note
Schedule K-3 fields are not included in Partner Bridge. We recommend:
- Use Tax Return Import to import data for information that's calculated inside the system.
- Use DK-1 for information that's calculated outside the system.
This article applies to:
- Product: ONESOURCE Income Tax Express RS
- Return type: 1065 Partnership
- Subject: Export,Import
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