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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.
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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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2026 SKILLS showcase
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Tax returns in-process statuses
Status | Description |
|---|---|
Approved for Delivery | The return was approved for delivery to the client. In the Finish pop-up, users can send a return to another firm user for approval before final delivery. |
Delivered | The return was delivered to the client successfully. Delivered returns are removed from In-Process the next time the page is refreshed and appears on the Delivered Returns page. |
Delivery Failed | An error occurred and the return couldn’t be delivered to the client. |
Downloading Failed | An error occurred and the return couldn’t be downloaded. |
Duplicate | The uploaded return was flagged as a duplicate. Users are notified with a pop-up message when they try to process duplicate returns. They can choose to cancel processing or proceed. If the user cancels out of the warning, the return is marked as DUPLICATE. |
Error | The return type was not recognized or the required information was missing. Returns with an ERROR status can't be processed. |
Non Supported | The uploaded return type is not supported. Returns with a NON-SUPPORTED status can't be processed. |
Preparing for Delivery | The return is being compiled for delivery. If successful, the return status changes to DELIVERED. |
Preparing for PDF Download | A PDF version of the return is being compiled for download. In the Finish tab, if the user selects Alternate Delivery , they can select Download to PDF . The return changes to PREPARING FOR PDF DOWNLOAD while preparing for download. |
Processing | The return was opened or assigned to a user in the firm but hasn’t been delivered yet. |
Ready | The return is ready for processing and hasn’t been opened or assigned to a user. When a return is uploaded, Returns performs recognition actions to prepare for processing. |
Ready for Delivery | The return is part of a group and was marked as Ready for Delivery in the Group Delivery tab during processing. |
Recalled | A user recalled the return. Recalled returns can be reprocessed and delivered to the client again. |
Reprocessing | The return is ready to be reprocessed. This status is an intermediate step between Recalled and Processing . It's only visible to the user if there's a delay when opening a recalled return. |
Review | The return was sent to another user for review before final delivery to the client. Returns sent to another user for review are assigned to that user. |
TaxCaddy Delivery Failed | A return sent to TaxCaddy for e-signing couldn’t be delivered. This status is only used when a client has an integration with TaxCaddy. |
To Be Reprocessed | A downloaded PDF return is waiting to be reprocessed. This status is only applied when a user selects a return that was downloaded to PDF and then chooses to Reprocess Return from the Action menu. |
Uploaded | The return was uploaded successfully. After a return is uploaded and submitted, recognition and collation functions are performed. Once complete, the status changes to Ready .note
It may take several minutes for the status to change on especially large returns. |
This article applies to:
- Product: safesend
- Audiences: Staff