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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
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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.
Document Viewer overview (PDF Viewer)
Show all hidden content
TaxCaddy.com on PC, Mac or tablet
Document Viewer lets you view, review, and sign documents uploaded by you and/or your tax professional.
note
When you open a document in the Document Viewer, you may encounter a pop-up notification asking if you'd like to enable local fonts. Select
Cancel
to proceed with your document viewing experience.
Header
The header shows the document name, uploaded date, and the document uploader. You can select the link on the left to go back to the previous page. The
Fillable Form
icon indicates that the current document has fillable form fields that can be filled out.
When viewing certain documents (like uploaded documents, invoices, and tax returns) you can use the dropdown on the right to switch between different documents without going back to the previous screen.
When viewing a
Sign
/Review
request or tax return document in the Overview
screen's document viewer, you will also see the Message
icon at the top of the panel. Use this icon to send your tax professional a message specifically about the open request. 
Side Panel
The side panel helps you navigate a multi-page document by viewing thumbnails of each page of the current document. You can also use the search feature to find keywords or phrases.
Footer
The footer lets you download documents and perform actions on the document (like sign, review, and pay). You can also view the current document status next to the
Download
button.
Icon | Description |
|---|---|
 | Download the document |
 | Move the document to another category |
 | Delete the document |
 | Pay the selected invoice or mark the tax payment voucher as paid |
Document Viewer's footer varies based on the document's status and purpose.
Review document
Before completion:
After completion:
Sign document
Before completion:
After completion:
Invoice
Before completion:
After completion:
note
A document will be secured in read-only mode once it has been signed or reviewed.
iOS mobile app
Document Viewer lets you view, review, and sign documents uploaded by you and/or your tax professional.
Header
The header shows the document name and also lets you message your tax professionals. You can tap the ellipsis to view additional information.
PDF Viewer panel
The Document Viewer panel contains the
View Settings
icon. Tap this icon to see your different display options when viewing a document.
From here, you can browse the settings that improve your reading experience.
Floating icon
The floating icon lets you perform actions on the document (like sign, review, and pay). It varies based on the document's status and purpose.
Android mobile app
The Document Viewer lets you view, review, and sign documents uploaded by you and/or your tax professional.
Header
The header shows the document name and also lets you message your tax professionals. You can tap the ellipsis to view additional information. You can tap the arrow on the left to go back to the previous screen.
Floating icon
The Document Viewer panel contains the
View Settings
icon. Tap this icon to see your different display options when viewing a document.
From here, you can browse the settings that improve your reading experience.
Floating icon
The floating icon lets you to perform actions on the document (like sign, review, and pay). It varies based on the document's status and purpose.
This article applies to:
- PRODUCT: TaxCaddy