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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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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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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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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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Reuters Connect
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Reuters Plus - Content Studio
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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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Reassign Clients window
Show all expandable content
Use this window to assign or reassign clients to specific preparers, reviewers, staff members, or PRP preparer blocks. Note that you can reassign clients in batches, which on the ability to change the preparer, reviewer, or staff assigned to a group of clients during personnel changes at your firm. You can also use this window to assign clients to client return and organizer delivery methods (paper, PDF via email, PDF file, web, web print only, SafeSend or SurePrep), and to assign electronic filing email acknowledgment settings for 1040 clients.
To open this window, choose
Utilities
then Reassign Clients
.note
- To assign clients topreparers, you must first enter preparer information in thePreparerstab on theSetupthenOffice Configurationwindow.
- To assign clients toreviewers, you must first enter reviewer information in theReviewerstab on theSetupthenOffice Configurationwindow.
- To assign clients tostaff members, you must first enter staff information in theStafftab on theSetupthenOffice Configurationwindow.
- To assign clients toPRP preparer blocks, you must first enterPRP preparer block informationinSetup,System Configuration,Firm, thenPRP Preparer Block.
Fields & buttons
Clients available to reassign
Lists all clients who meet the criteria designated in the Focus group field. Select one or more clients that you want to assign to a specific category and choose the
Select
button to move them over to the Clients selected to reassign pane. For certain categories (such as client document language), the list of clients available for reassignment includes only those that fit that category.note
To sort the client list by client ID, name, or entity type, select on the words Client ID, Name, or Entity in the title bar of the list pane.
Clients selected to reassign
Lists one or more clients you have selected to assign to a specific category.
note
Tips
- To remove a client from this list, select the client and select the Remove button. The client returns to the Clients available to reassign pane.
- To sort the client list by client ID, name, or entity type, select on the words Client ID, Name, or Entity in the title bar of the list pane.
Focus group field
Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
To include only 1040 clients in the list, clear all checkboxes except the 1040
checkbox.note
Mark the
Other
checkbox to include 990, 5500, 706, and 709 clients in the list.Restore user/default focus options button
Select this button to switch between the most recent custom
Focus
selection and the default
selection.Preparer/reviewer/staff
Select a preparer or staff member from the dropdown list to limit the list to clients whose returns were assigned to a specific person.
Delivery
Use this dropdown list to focus the client listing according to the return or organizer delivery method (paper, PDF via email, PDF file, SafeSend, SurePrep web, or, for organizers, web - print only) specified for each client.
Reassign to group field
Category
Use this dropdown list to indicate that you are assigning clients to a preparer, staff member, PRP preparer block, client document language, Puerto Rico Municipalities form language, organizer delivery method, tax return delivery method, or to receive electronic filing acknowledgments via email messages. You can also use the
Preparer / Reviewer / Staff
dropdown list following this field to choose a specific preparer, staff member, or PRP preparer block, depending on the selection in the Category
field.note
- To assign clients topreparers, you must first enter preparer information in thePreparerstab on theSetupthenOffice Configurationwindow.
- To assign clients toreviewers, you must first enter reviewer information in theReviewerstab on theSetupthenOffice Configurationwindow.
- To assign clients tostaff members, you must first enter staff information in theStafftab on theSetupthenOffice Configurationwindow.
- To assign clients toPRP preparer blocks, you must first enterPRP preparer block informationinSetup,System Configuration,Firm, thenPRP Preparer.
Preparer / Reviewer / Staff / PRP Preparer Block / Return Delivery / Organizer Delivery / Language / Email ELF Ack
Depending on the option that you chose in the
Category
field, this field is named Preparer
, Reviewer
, Staff
, PRP Preparer
, Language
, Return Delivery
, Organizer
, or Email ELF Ack
. Use the dropdown list to select the preparer, staff member, PRP preparer block, language, return delivery method, or organizer delivery method to whom the selected clients should be assigned.note
- To assign clients topreparers, you must first enter preparer information in thePreparerstab on theSetupthenOffice Configurationwindow.
- To assign clients toreviewers, you must first enter reviewer information in theReviewerstab on theSetupthenOffice Configurationwindow.
- To assign clients tostaff members, you must first enter staff information in theStafftab on theSetupthenOffice Configurationwindow.
- To assign clients toPRP preparer blocks, you must first enterPRP preparer block informationinSetup,System Configuration,Firm, thenPRP Preparer Block.