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Tax, audit & accounting firms
Success stories
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A true competitive advantage
Law firm Zarwin 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.
Questions? We are here to help.
Products
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Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
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- CoCounsel Tax
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Corporate tax
Recommended products
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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.
Questions? We are here to help.
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Highlights
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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.
Documents
Show all hidden content
The
Documents
screen is where you'll upload, organize, and manage your tax documents. The Documents
screen has 2 tabs: Requested Items
and Uploaded Documents
.TaxCaddy.com on PC, Mac, or tablet
The following covers Documents when using TaxCaddy.com on a PC, Mac, or tablet.
Requested items
Documents your tax professional needs you to upload, review, or sign appear in the
Requested Items
tab under sections titled To Review, To Sign, and Documents Requested. 
Uploaded documents
The documents you've already uploaded to your account appear in the
Uploaded Documents
tab.
iOS mobile app
This article covers Tax Documents while using the TaxCaddy iPhone mobile phone app.
Documents your tax professional needs you to upload, review, or sign appear in
Requested
under sections titled To Review, To Sign and To Upload. 
The documents you've already uploaded to your account appear in
Uploaded
.
Tap the floating
+
icon to snap a photo of a tax document and upload it to your account or upload it from other sources.
Android mobile app
This article covers Tax Documents while using the TaxCaddy Android mobile phone app.
Documents your tax professional needs you to upload, review, or sign appear in
Requested
under sections titled To Review, To Sign and To Upload.
The documents you've already uploaded to your account appear in
Uploaded Documents
. Tap the floating +
icon to snap a photo of a tax document and upload it to your account or upload it from other sources. 
This article applies to:
- Product: TaxCaddy
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About TaxCaddy
Format:
Article,
4 min read