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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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Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
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Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
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CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
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ONESOURCE
Create a seamless process through automated and accurate corporate tax software and services. Ensure smooth workflows from tax determination through to tax and trade compliance for companies and large accounting firms.
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Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
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ONESOURCE Indirect Compliance
Automate your company's sales and use tax, GST, and VAT compliance and expedite your global indirect tax compliance obligations. Move beyond complicated, country-specific spreadsheets to stay compliant across the globe.
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ONESOURCE Pagero
Comply with global e-invoicing mandates by leveraging a fully integrated, electronic invoice compliance solution — one solution spanning the globe, simplifying complexity for tax, e-invoicing, and continuous transaction controls.
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Corporate Software and Solutions
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Risk & Fraud
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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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ID Risk Analytics
Detect, prevent, and mitigate fraud with this online fraud prevention tool for government. Gain a holistic view of identity-based risk within an agency’s program population.
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Corporate Software and Solutions
Accelerate your impact with trusted corporate software and solutions that help legal, tax, trade, and risk professionals work efficiently and accurately. Cut through complexity and automate workflows while making confident, faster decisions.
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News & Media
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Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
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Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
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Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
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Reviewer or Staff tab
Show all expandable content
Use this tab to enter each reviewer's or staff member's name. This information can be used to focus any list of clients (such as the clients available for printing) according to a specific reviewer or staff member, and to limit the clients who appear in the client listing reports.
To open this tab, choose Setup, Office Configuration, then select the Reviewer tab or the Staff tab.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open the Office Configuration dialog.
Fields & buttons
Reviewer / Staff list
Lists all reviewers or staff members that you have added.
Name
Enter the reviewer's or staff member's name, up to 15 characters.
note
This field is disabled until you either select the Add button or highlight an item in the list and select the Edit button.
Report button
Select this button to launch a Report dialog that you can use to specify sort criteria, preview, or print a Preparer Information, Staff Information, or PRP Preparer Block Information report.
Email
Enter the reviewer's or staff member's email address in this field. The address can contain up to 80 characters.
note
Tips
- Any reviewer or staff member entered here can be selected as the default reviewer or staff member for all clients subsequently added to the application from this computer.
- Any reviewer or staff member entered here can be selected as the staff member on the User Preferences then Tickler tab.
- Reviewer and staff information entered here will automatically proforma to next year's UltraTax CS application.
This article applies to:
- PRODUCT: UltraTax CS