Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
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.
-
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.
-
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.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
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.
-
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.
-
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.
Questions? We are here to help.
Purchase
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
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.
-
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.
-
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 a client's questionnaire
Follow these steps to view a client's questionnaire.
- On theOverviewscreen, select a client's tile to view the Client Profile. You can also search for a client and select the client tile from the result.
- SelectQuestionnaire.
- Answers from the client appear following each question.
- You can correspond with the client using theMessagespanel.
note
Tax professionals and their clients will only see questions based on life-changing events selected by their clients that apply to them.
What's next?
Once the taxpayer has completed the questionnaire and you are satisfied with the answers, file a printed copy of the questionnaire to the taxpayer's uploaded documents.
note
Once you file a printed copy of the questionnaire, you and your client will no longer be able to make changes to the questionnaire.
Alternatively, if you still need to ask additional questions, you can add a new question to the existing questionnaire.
This article applies to:
- PRODUCT: SurePrep
- Sub-Product: TaxCaddy
Related Content
-
Send questionnaires to clients
Format:
Article,
6 min read
-
Send questionnaires to clients
Format:
Article,
6 min read
-
Add a question to a client's questionnaire
Format:
Article,
4 min read