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Corporations
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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.
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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.
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Resources
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Product communities
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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
Adjusted net income on Form 990-PF
Apply an overpayment portion to next year's estimated tax when none is due
Change 990 client to a 990PF client without a new return
Codes for application of current year overpayment
Completion of columns on Form 990 Part IX
Create a Public Inspection Copy PDF
Enter data for 990 return codes
Enter functional expenses using percentages for Form 990, Part IX
Enter fundraising/gaming information for exempt organizations and private foundations
Enter prior year ends if different from current year end
Enter sale of non-inventory assets
Enter unrelated business income and expenses for clients' event activity
Enter unrelated business income and expenses for clients' other revenue activity
Enter unrelated business income and expenses for clients' rental activity
Entering detail schedule information in the statement
Entering functional expenses for Form 990
Form 990-T — Unrelated business activities
Forms included in the Public Inspection Copy PDF
NOL carryover amount doesn't appear on Form 990-T line 31
Prepare a 990 client for extension
Prepare Form 990-EZ instead of 990
Processing 990 — Available states and municipalities
Processing 990 returns — multiple unit input screens
Report sale information on Form 990-PF, Page 3, Part IV
Sale information on Form 4797 and Schedule D
Schedule B — Entering and disclosing contributor information
Schedule B — General and Special rules