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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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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 Investigate
Intelligently surface critical connections and insights in actionable format through AI-driven research workflows seamlessly integrated with the trusted and transparent CLEAR platform. Accelerate investigations and empower your team to make strategic decisions with confidence.
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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.
Get started with Virtual Office CS or SaaS
Set up Virtual Office CS/SaaS by installing Azure Virtual Desktop, migrating data, ensuring Microsoft 365 subscriptions, and configuring necessary utilities like Outlook and bar code scanners.
Get set up to work with CS Professional Suite and Microsoft Office application data in the Virtual Office CS or Software as a Service (SaaS) environment.
note
You can open applications in Virtual Office CS or SaaS from the navigation pane. If there's no link for the application, then you don't have access to it here.
- Download and install Azure Virtual Desktop (AVD).
- Migrate data from your locally installed applications.noteYou can migrate data from the following:
- Accounting CS, FileCabinet CS, Fixed Assets, Planner CS, Practice CS, Toolbox CS, UltraTax CS, Workpapers CS.
- PPC SMART Practice Aids, PPC SMART Firm Library, and PPC SMART Single Audit.
- Microsoft Outlook 2021, 2016.
- Microsoft Excel, OneNote, PowerPoint, Publisher, and Word (version 2021, 2016).
- If you use Microsoft Outlook, sign in with your firm-issued Microsoft 365 account.noteBefore you configure Outlook or use Microsoft Office applications in Virtual Office CS or SaaS, make sure that your firm has 1 of the following supported Microsoft 365 subscriptions:
- Microsoft 365 Business Premium
- Microsoft 365 F3
- Microsoft 365 E3
- Microsoft 365 E5
- Microsoft 365 Apps for enterprise
- If you use UltraTax CS and scan bar codes on W-2s and Schedules K-1 (for 1120S, 1065, and 1041 entities), install the UltraTax CS Bar Code Scan tool.
- If you use Fixed Assets Inventory in Fixed Assets CS and scan bar codes for physical inventories, configure the bar code scanner.
This article applies to:
- Product: Virtual Office CS
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