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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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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.
State services
Make a payment
Instead of printing a voucher and having your client mail a check, encourage them to either make a payment:
- Directly from their bank account (free).
- By credit card (2.25% convenience fee) using a New York State Department of Taxation and Finance Online Services account.
For instructions, go to the New York Department of Taxation and Finance's Make a personal income tax return payment online page. If your client receives a bill after their return is filed, in addition to using the New York State Department of Taxation and Finance Online Services account payment options, they can pay directly from a bank account using the New York State Department of Taxation and Finance Quick Pay tool without having an account. Go to the Pay a bill or notice page for more information.
Recordkeeping checklist
Before claiming a credit or itemized deduction, review the recordkeeping checklists to ensure your client has the documents needed in the event additional information is requested after filing.
Review and verify estimated payments
Before you file your client's return, you can review the amount of tax that they have prepaid using the New York State Department of Taxation and Finance Online Services. An Online Services account provides a comprehensive overview of payments made to the Tax Department, including estimated tax payments, extension payments, and credits carried forward. Verifying their account balance will avoid discrepancies and prevent a delay in processing their return.
1099-G Statement for Recipients of State Income Tax Refunds
If your client received a New York State income tax refund last year, you may want to view their 1099-G information. You can view and print their Form 1099-G, Statement for Recipients of State Income Tax Refunds using the New York State Department of Taxation and Finance 1099-G web application. Go to the Form 1099-G page for more information.
Check refund status
Check your client's refund status without waiting on the phone using the New York State Department of Taxation and Finance
Check your refund status
tool. It's available 24 hours a day, 7 days a week, information is updated daily, and no Online Services account is needed. Go to the Check your refund status online—anytime, anywhere page for more information. Encourage your clients to create their own New York State Department of Taxation and Finance Online Services account and sign up for email alerts. As soon as their return is thoroughly reviewed and processed, they’ll get a message with the date their refund is scheduled to be issued. Go to the Email services page for more information.Power of Attorney web application
If your client wants you to act on their behalf before the New York State Department of Taxation and Finance, the fastest way to file a Form POA-1, Power of Attorney is using the New York State Department of Taxation and Finance web application, accessible from an Online Services account. Go to the Form POA-1, Power of Attorney page for more information.
Respond to department notice
If the New York State Department of Taxation and Finance needs more information to process your client's return, the easiest and fastest way to provide it is using the Respond to Department Notice online service. You can provide explanations, attach documentation, and receive instant confirmation that the response was received. If your client receives a bill or a notice after you filed their return, you can also use the Respond to Department Notice online service to disagree and submit additional information or documentation. See https://www.tax.ny.gov/e-services/acvw/rtdn.htm for information and instructions.
Cancel scheduled electronic payments
Electronic payments transmitted and accepted can't be canceled within UltraTax CS. The taxpayer can cancel a payment online with a scheduled payment date at least 2 business days in the future. The taxpayer must log into their Online Services account, then select View and cancel scheduled payments from the menu. See https://www.tax.ny.gov/online/ind.htm for more information. The taxpayer can revoke an electronic payment by calling NYSDTF at 518-485-7884 no later than 5 business days before the date of the payment withdrawal.
Installment payment agreement
Installment payment agreement
Request an installment payment agreement by using Online Services or calling 518-457-5434. See https://www.tax.ny.gov/pay/all/ipa.htm for more information.