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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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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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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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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.
Grant access to SurePrep support
The
Grant SurePrep Support Access
feature enables you to grant the SurePrep Support team to access your binder/PBFX.note
SurePrep Support has default access to Binders submitted for
Outsource
, 1040SCANverify
and Pre-Verification services. The Grant access permissions are not available for these services.To make a binder accessible to SurePrep Support, select the 
icon on the SPbinder toolbar.
Grant SurePrep Support Access
icon on the SPbinder toolbar.
When the
Grant SP Support Access
window appears, select the number of days you want to grant access under Select Date For Granting Access to Support
then select Save
.
SurePrep support will be able to access the binder for the selected number of days.
note
The days counted will be as per the calender and not business days.
To check the expiry date for all the binders that have been provided SurePrep Support access, look on the
SurePrep Support Access
column in the FileRoom. You can filter the binders on the basis of their expiry date from here.
If the
SurePrep Support
column is not visible for you in the FileRoom, select Column Setup
, then select the SurePrep Support Access
check.
note
By default, the
Grant SPSupport Access
option is checked for all user groups in Admin
, Users
, User Group Management
, then Permissions
. If for a particular User Group, this option is unchecked then that user group won’t see this option in FileRoom and SPbinder.The Firm Administrator can check the sign in activity as well as the username of the SurePrep Support personnel who access the binder from
Admin
, Reports
, then Logging Events
.This article applies to:
- PRODUCT: SurePrep
- Sub-Product: SPbinder