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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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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.
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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.
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Tax, audit & accounting
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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.
Current, Advance, Roll Back Quarter - Q
Advance to Q | Roll Back to Q |
|---|---|
The Q1 active quarter can advance to Q2 by selecting Advance to Q2. When the Advance option is selected the Q1 data is locked as read-only, and the Q2 data entries become available. The forecasted data from Q1 is copied to Q2 and the Actual ending rates and ending balances in Q1 become the beginning rates and beginning balances in Q2. The Q2 active quarter can advance to Q3 by selecting Advance to Q3. When the Advance option is selected the Q2 data is locked as read-only, and the Q3 data entries become available. The forecasted data from Q2 is copied to Q3 and the Actual ending rates and ending balances in Q2 become the beginning rates and beginning balances in Q3. | When the current quarter is Q2, you have the option to Roll Back to Q1 or Advance to Q3. When the current quarter is Q3, you have the option to Roll Back to Q2. |
This article applies to:
- PRODUCT: ONESOURCE Tax Provision