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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.
Questions? We are here to help.
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.
Print only the shareholder, partner, beneficiary, or participant package
note
Before you begin, verify that the
As required
option is selected for the Shareholder Package, Partner Package, Beneficiary Package, or Participant Package in the client print collation in the Return Collation
window.- With the client's return open, selectFile, thenPrint Returns.
- Select theClient copycheckbox.
- SelectOptions.
- SelectSelected Pages.
- SelectUnmark All.
- Select allShareholder Package,Partner Package,Beneficiary Package, orParticipant Packagecheckboxes you want to print with the return. If you want to print the shareholder package, partner package, beneficiary package, or participant package for all shareholders, partners, beneficiaries, or participants, skip to step 10.noteThe shareholder package, partner package, or beneficiary package are listed separately for the federal return and for each state attached to the return. Select each package that you want to print.
- SelectSelected Packages.
- Select the checkbox for each shareholder, partner, beneficiary, or participant whose package you want to print, then selectOKto close thePrint Optionswindow.
- Select the checkboxes (Paper,Electronic delivery, and/orFileCabinet CS, if licensed) to determine the destination of the printed package.noteIf you are licensed for FileCabinet CS and plan to send Schedule K-1 packages to your clients via email, you must send the packages to separate folders in FileCabinet CS before you can distribute them to recipients via email.
- SelectPrintorTo Cabinet.