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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.
Opening an auto-verified binder
Upon the initial opening of a 1040 or 1041 1040SCAN PRO binder in Review Wizard on Web, if all auto-verified upon its initial launch, you will see a message indicating that no further action is required:
"
Binder ID for [taxpayer name] has been auto-verified. No further action is needed. You can close the tab.
"
When this happens, you can select
OK
to proceed in reviewing this binder in the Finalization Wizard, or in SPbinder, depending on the binder's Leadsheet type.Binders with Classic Leadsheets
After selecting
OK
for a binder with Classic Leadsheets, Review Wizard on Web will automatically launch SPbinder for further processing.
Binder with Simplified or None Leadsheets
After selecting OK for a binder with Simplified or None Leadsheets, Review Wizard on Web will automatically launch the Finalization Wizard for further processing.
This article applies to:
Related Content
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Step 7 - Finalization
Format:
Article,
4 min read