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A true competitive advantage
Law firm Zarin 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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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.
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Tax, audit & accounting
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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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Highlights
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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.
Reports
Use the
Reports
option to create reports showing information about user activity and return activity within the application.Report | Navigation from Reports: | Description |
|---|---|---|
Federal or state usage | Federal/State Usage | This report shows you the usage of federal or state for a particular account. |
Locator history | Locator History | Use this report to see the history of returns created for a particular account. |
Group access | Group Access | The Group Access report shows information about a given group and its rights. |
Return list | List Returns | The Return List report shows all returns for a specific account, year, and tax type. |
User list | List Users | The User List report lists all users by location with optional groups and account rights. |
User login activity | Login Activity | The User List report lists all users by location with optional groups and account rights. |
Peak hours | Peak Hours | Peak Hours draws a graph of returns opened by hour of day, showing you when your users are most actively processing returns. Hover your mouse over the colored bars to display additional details. A return is counted once each hour of the day it is opened. |
Return activity by date | Return activity by date | The report shows the number of returns opened by date. A return is counted only once for each day it is opened. You can hover your mouse over the bars in the graph for more details. |
Return activity by type | Return activity by type report | The report shows the number of returns opened by tax type and the number of returns as a percentage of the total number of returns opened. Move your mouse over the bars in the graph for more details. |
Return statistics | Return statistics | The Return Statistics report shows the number of tax returns ever in RS by account and the current number of returns in RS. |
Tax defaults import date | Tax defaults import date | The Tax Defaults Import Date report shows the number of tax returns by account and the current number of returns. |
Time log | Time log | The Time Log report shows log entries for selected locators for a specific account, year, and tax type. |
Time log by user | Time log by user | The Time Log by User report shows log entries made by a selected user. |
Search by group, users, or returns | Search by group | Use this screen to search by group and create a return of users or returns for that group. |
This article applies to:
- PRODUCT: ONESOURCE Income Tax Express RS
- Subject: Setup