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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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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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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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Tax, audit & accounting
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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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2026 SKILLS Showcase
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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.
Drake conversions
You can convert 2022 and 2023 Drake data for 1040, 1065, and 1120 clients. The following forms and schedules are available to convert to UltraTax CS.
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1040
General information
- Demographic Information
- Direct Deposit Info
- Payments
- Misc. Income
- Misc. Deductions
- Education Expenses
- IRA Information
- Keogh/Sep/Simple
- Depreciation
- Auto Expenses
- Prior Year Carryovers
Schedule
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule H
- Schedule K-1
- Schedule K1-T
Form
- 4835
- 2106
- 2441
- 4797
- 5329
- 6252
- 8839
Facsimile
- W2
- W2-G
- 1099R
- SSA-1099
- 5498SA
1065
General information
- Demographic information
- Page 1 information
- Partner information
- Rent and Royalty
- Depreciation
- Prior year carryovers
Schedule
- Schedule B
- Schedule D
- Schedule F
- Schedule K
- Schedule K-1
- Schedule L
- Schedule M-1
- Schedule M-2
- Schedule M-3
Form
- 1125-A
- 4797
- 6252
- 8609
1120
General information
- Demographic Information
- Page 1 information
- Payments
- Shareholder information
- Rent and Royalty
- Depreciation
- Prior year carryovers
Schedule
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule K
- Schedule K-1
- Schedule L
- Schedule M-1
- Schedule M-2
- Schedule M-3
Form
- 1125-A
- 4797
- 6252
- 8609
This article applies to:
- PRODUCT: UltraTax CS
- Subject: Conversions