Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
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.
-
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.
-
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
-
Tax, audit & accounting
Recommended products
-
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.
-
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.
-
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.
Purchase
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
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.
-
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.
-
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.
Share client notes
To share client notes, follow these steps:
- Confirm program availability: Make sure all relevant CS applications are available on the same resource. For local, network, or Terminal Server (TS) installations, run the desktop setup on each workstation. If you use Virtual Office or Software as a Service (SaaS), verify that your NetStaff profile includes all the necessary programs.For local, network, or TS installations:
- Open Windows Explorer and go to the CS program installation folder.
- Locate the product folder:
- UltraTax CS:UTYY(where YY is the tax year)
- FileCabinet CS:CABINET
- Fixed Assets CS:DSW
- Open theDESKTOPfolder.
- Right-clickSetuporSetup.exeand selectRun as administrator.
- Follow the prompts to complete the workstation installation.
For Virtual Office/SaaS users:- Confirm the CS application icon appears on your Virtual Office/SaaS home .
- If the icon is missing, ask your firm’s NetStaff administrator to enable the application for you.
- If you're unsure who your administrator is, contact Web Services Support to find out.
- Set the correct file locations: Set and confirm the correct file locations for data sharing.
- Ensure matching EIN/SSN:
- In Practice CS, go to.SetupClients
- Select the client, then selectEdit.
- On theMaintab, enter the client’s EIN or social security number in theEIN/SSNfield. Make sure this value matches the one entered in other CS applications.
- SelectEnterto save.
This article applies to:
- PRODUCT: Practice CS,UltraTax CS
- Subject: Data sharing