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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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Ghosts on the ledger
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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.
View Ratings
You can view an overview of all SPbinder ratings and comments once the binder has been reviewed.
Follow these steps to review SPbinder ratings:
Go to
FileRoom
, Admin
, then Reports
.
Select
View Ratings
if it isn't already selected.
Select the
Tax Year
from the list.
You'll see a list of all the binders and their ratings for the selected tax year.
Select the 
button to view individual ratings.
Details
button to view individual ratings.
The following details will appear for the owner:
- CLIENT ID
- CLIENT NAME
- BINDER TYPE
- EXPEDITED
- TAX SOFTWARE
- COMPLEXITY
- RATING*
- STATUS
- COMMENTS*
note
*
1040SCANverify and Outsource Onshore/Offshore binders only. 
Select
Back
to return to the main screen.
Select
Export to Excel
to export the details to an Excel sheet.
Once downloaded, open the Excel sheet from the download path.
Filter
If you want specific data to be exported, use the filter functionality on individual columns then export the filtered data using
Export to Excel
.
The 
button removes all filters that have been either applied on individual columns and any search results that are currently active.
Clear Filter
button removes all filters that have been either applied on individual columns and any search results that are currently active.note
The button gets activated when the filters are applied to columns or when the search is currently active. Otherwise, it remains inactive or grayed out.
Clear Filter
button gets activated when the filters are applied to columns or when the search is currently active. Otherwise, it remains inactive or grayed out.
Search
Use the Search box to search for the desired data. The search functionality is applicable to the following columns under the
View Ratings
tab:- Owner Name
The . In the 
section, the search functionality is applicable to the following columns:
Export to Excel
, Clear Filter
, and Search
functionalities are also available for each of the Owner details . In the section, the search functionality is applicable to the following columns:- Client Name
Under the
View Ratings
tab, you can select any of the hyperlinked numbers on the bottom to view binder list details.
Select the 
icon on the upper right side to view this help page.
Help
icon on the upper right side to view this help page.
This article applies to:
- PRODUCT: SurePrep