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Law firm Zarwin 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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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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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.
Configure Tax Automation settings
Customize your Tax Automation preferences to match your firm's workflow and compliance requirements.
You can adjust each option according to your firm’s workflow and compliance needs. These defaults help streamline processes and maintain consistency in document management and client service.
Welcome page
Select
Show at launch
to display the welcome page when you open the application. The welcome page provides an overview and instructions to help you get started.note
This setting is staff-specific and will only affect the signed-in staff member.
Upload settings
Service types
Select the service type that fits your workflow:
- 1040SCAN Pro:Uses OCR to extract data from source documents. Verify accuracy in-house before export.
- 1040SCANverify Onshore:Sends documents to SurePrep Onshore for data extraction and verification before export.
- 1040SCANverify Offshore:SurePrep Offshore processes and verifies documents, with an option for in-house review before export.
note
The options you see are based on your firm's SurePrep license. These options are set as defaults at the firm level, but you can edit them for individual clients in the
Upload documents
screen.Leadsheets
Turn this on to use leadsheets for all document uploads. This standardizes your documentation process across all clients.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual