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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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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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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.
Download multiple documents at once
Follow these steps to download multiple documents from a client's account at once.
- 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.
- SelectDocuments, then selectUploaded Documents.
- Select the checkbox next to the documents you want to download; You can select multiple checkboxes.noteUnviewed documents will be marked as viewed once they are downloaded.
- To select/clear all documents in a category, select the checkbox at the top of that category.
- To select all uploaded documents, select the checkbox next toSelect Allat the top.
- The total file size will be displayed at the top. You can only download 1 GB of files at a time. If there are more than 1 GB of files in an account, you'll need to download in multiple selections.
- Select theMenu
icon, then select Downloadto begin your download.
- The files are downloaded in a ZIP file.
note
The IRS requires e-signed records to be tamper-proof once they’ve been signed and reviewed. To ensure a document is legally binding, SurePrep will secure the document in read-only mode. This is a cautionary measure to ensure that digitally signed/reviewed documents can't be tampered with or additional pages are not attached to the signed/reviewed document later. These signed/reviewed documents can still be viewed in read-only mode.
This article applies to:
- Product: sureprep
- Sub-Product: taxcaddy
- Subject: documents
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