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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.
Delete categories from Document Request List
TaxCaddy includes a Document Request List with predefined categories, which can't be deleted. User-added categories can be deleted. Follow these steps to delete a user-added category.
note
Only users with Administrative permissions have access to the Document Request List.
- Sign in to TaxCaddy.
- SelectAdministrative, then selectDocument Request List.
- Select the tax year.
- Scroll toADDED CATEGORIES. UnderADDED CATEGORIES, point to the category you want to delete and selectRemovewhen it appears.tipYou can only delete user-added categories. Predefined categories can’t be deleted.
- On theConfirm Deletewindow, selectYESto delete the category.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: TaxCaddy
- Subject: Documents
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