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A true competitive advantage
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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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.
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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.
Scan-and-populate tax software
Maximize efficiency and automate tax work paper preparation with 1040SCAN
Automatically sort, bookmark, and organize workpapers into an index tree while using optical character recognition (OCR) to extract and export data to your tax software
Reduce repetitive and manual time-consuming tasks with tools designed for tax professionals
Review more tax documents than any other competitor with OCR
Use this OCR software to scan documents for letters, numbers, and other symbols, then convert them into usable data and export them directly into your tax preparation software. 1040SCAN recognizes 4 to 7 times as many tax documents as other competing solutions, allowing for maximum document coverage and reducing time on manual data entry.
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Embrace unique verification methods to lighten the workload
All data captured by OCR needs verification; the same is true for manually entered data entries. Our scan-and-populate solution offers unique verification tools to save time while boosting productivity. 1040SCAN eliminates the need to verify OCR data for 65% of standard documents with the power of patented text-layer matching and artificial intelligence (AI).
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Automatically organize and bookmark workpapers into a standardized index tree
Save hours with our scan-and-organize technology by uploading your documents or creating a binder through TaxCaddy to sort through workpapers and easily organize non-standard documentation into your index tree. Your team can verify, reorganize, and recognize documents from any location — perfect for remote, hybrid, or multi-office workflows.
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Hear what tax professionals say about 1040SCAN
"We want our people who pick up the return after it comes back from 1040SCANverify processing to do most of the tax return review work, so the reviewers save time as well."
Susan Penno
Sassetti LLC
"With 1040SCAN PRO, I'd say that I easily saved 50 to 75% of my time."
Susan Shusko
Shusko Associates, LLP
"We dropped about 20% on hours spent processing roughly the same amount of tax returns. That's a huge savings and an incredible boost in efficiency."
David Kelling
Kelling, Bocovich & Co., LTD
Discover related products
Easily manage digital workpapers and, in conjunction with 1040SCAN, automatically organize them into a standardized index that follows the flow of the tax return.
Connect taxpayers and tax professionals with TaxCaddy, a client collaboration software that streamlines communication, document gathering, questionnaires, e-signatures, tax payments, invoicing, and tax return delivery.
Professional tax software for tax preparers and accountants, including a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
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