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Solutions
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Corporations
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Governments
Success stories
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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.
Questions? We are here to help.
Products
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Tax, audit & accounting
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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Resources
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Product training
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Product communities
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Developers
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.
Retirement
1099-R distributions with code P reported on the previous year's return
Calculate the maximum allowable Keogh deduction
Calculation of IRA contribution amount
Calculation of modified adjusted gross income when there are KEOGH, SEP, or SIMPLE adjustments
Calculation of taxable IRA distribution
Compute required minimum distributions
Contribution limits for traditional and Roth IRAs
Convert a traditional IRA to a Roth IRA
Death Benefit Exclusion on Form 1099-R
Effect of missing client information on calculation of required minimum distributions
Enter 1099-R qualified charitable distributions
Enter a nondeductible contribution to a traditional IRA
Enter a Traditional IRA contribution
Enter an inherited IRA from someone other than the spouse
Enter distribution from an IRA rolled over into another IRA
Enter early distribution exceptions (Form 5329)
Enter foreign pension information
Enter housing allowances for retired ministers
Enter qualified disaster distributions
Enter qualified retirement distribution exceptions for COVID-19
Enter Traditional IRA distribution
File requirements for Form 5329
Form 1099-R current-year IRA recharacterization
Form 1099-R distributions from a Roth IRA
Form 1099-R distributions of excess Roth IRA contributions
Form 1099-R IRA conversions to a Roth IRA
Form 1099-R prior year IRA recharacterization
Form 1099-R with distribution code Q
Form 8606, lines 4 through 13 are not calculating
Form RRB-1042S tax statement data entry
Individual Retirement Account (IRA) recharacterization overview
Inherited IRA from someone other than spouse
Lump sum social security benefits
Maximum allowable solo 401(k) deduction
Penalty on early withdrawal of savings
Print conditions for Form 8606
Print custom paragraphs in transmittal letters regarding contributions to IRAs
Print pension and IRA distributions on Form 1040, line 4a
Roth IRA contribution calculation
Roth IRA contribution data entry
Taxable IRA distributions with IRA contributions worksheet