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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.
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Products
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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.
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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.
Processing
All available 1040 tax elections
Before you merge individual clients
Calculate the Recovery Rebate worksheet
Community property designation
Data entry requirements for the Filing Status Optimization utility
Delete Filing Status Optimization
Enter a prior-year loss on a passive activity
Enter Form 8915-F information for 2020 COVID disaster distributions
Enter marginal oil production percentage depletion rates
Filing Status Optimization and Community Property Allocation
Filing Status Optimization is not available
Filing Status Optimization Report
Filing Status Optimization tool
Filing Status Optimization Utility and dependents
Form 8990 data entry in UltraTax CS
Form W-4 withholding and the Tax Projection Worksheet
Generate separate estimated payments for taxpayer and spouse
Head of household filing status
Input screens with tax elections
Installment sale and passive suspended losses (PALs)
Itemized or standard deduction in filing status optimization
Merge individual clients for a domestic partnership return
Partners not subject to 163(j)
Proforma domestic partner clients to retain carryover amounts
Report business or rental portions of a home sale on Form 4797
Recombine clients into an existing married filing joint or domestic partnership return
Report Paycheck Protection Program loan information
Resolve critical errors when merging clients
Social Security and Railroad Retirement Benefits (including repayments)
Split married filing joint returns and income
Suppress printing of the Filing Status Optimization Summary Report
Tax Projection Worksheet overview
Tax Projection Worksheet tax rates and inflation-adjusted amounts
Taxable social security income calculation on the Tax Projection Worksheet
Undo Family Transfer Utility transfer
Use the Family Transfer Utility to transfer data between returns