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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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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.
Multi-Entity
Automatic PIN generation in tax returns
Change a 1040 client to a 1065 client
Complete Form 4972 - Tax on lump-sum distributions
FinCEN BOI Corporate Transparency Act
Coronavirus Aid, Relief, and Economic Security (CARES) Act changes
Data share K-1 information into a return
Depreciation: Mass disposal of building and land
E-file rejections for OH RITA returns
Enter vacation rental information
Error: Amounts not printing on forms (OCR-A BT font issue)
Error: Final short year with the year ending in December
File Connecticut (CT) Form OP-424
FinCEN Form 114 (FBAR) extension
Change Form 1125-A (Cost of Goods Sold) lines 4 and 5
Include memo asset on balance sheet
International ACH transactions for state returns
Create and deliver PDFs of K1 recipient and participant statements
Metropolitan commuter transportation mobility tax (MCTMT)
Multi-state K-1 allocations for 1065 or 1120
Name control field for e-filing
Payment by credit card for balance due on returns, estimates, and extensions
Qualified business income (QBI) for pass-through entities
Qualified business income (QBI) for vacation rentals
Qualified business income (QBI) from royalties (1040)
Remove Schedule M-1 book-tax difference
Remove Schedule M-2 adjustment
Scannable forms for North Carolina 1120 or 1065
Schedule K, line 3a doesn't include the amount from Form 4797
Schedule M-1 and M-2 Section 179 adjustments
Schedule M-1 adjustment for section 179 assets
Sharing K-1 state if different (SID) data
Sign 1120 or 990 e-file using Scanned Form 8453 option
Sign 1120 or 990 e-file using the Practitioner PIN option
Situs is turned off for rental, farm, or farm rental unit
Statement data entry: Exclude and include columns (I/X)
Tax Year End window for 52/53 year-end client
Texas franchise: No tax due information report
Texas franchise: Public Information Report (05-102)
Texas franchise: Report year on a final return