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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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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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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.
Download invoices
TaxCaddy.com on PC, Mac, or tablet
Follow these steps to download your invoices when using TaxCaddy.com on your PC, Mac, or tablet.
- Sign in to TaxCaddy.com
- Invoices uploaded to your account will be listed in theTask Listfound in theOverviewscreen underTAX RETURNS & PAYMENTS.
noteInvoices are only visible under the tax year they were created in by your tax professional. Your tax professional can place invoices due from a different tax year under the selected tax year. For example, your tax professional can have an invoice that was due the previous year and place it under the current year. - Select a tile to view the invoice.
- The selected invoice will appear in theOverviewscreen's document viewer.
- Once you have opened the invoice in the document viewer, selectDOWNLOADto begin downloading the invoice.
- You can selectVIEW ALL INVOICESto view a complete list of invoices your tax professional uploaded to your account.Alternatively, you can select the Invoices tab to be directed to a comprehensive list of tax returns uploaded to your account in the
Invoicestab.
- You can download invoices from theInvoicestab as well. Select theMenuicon.
- When the options appear, selectDownload.noteThis will automatically download the selected document with any annotations placed on it by you or your tax professional.
This article applies to:
- PRODUCT: TaxCaddy