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Success stories
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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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Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
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Corporate tax
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 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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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.
Tax work paper software
Make it easy to manage digital workpapers with SPbinder
Organize tax workpapers into a standardized index that follows the flow of the tax return with this versatile, automated work-paper software
Elevate your productivity with automation and collaboration
Minimize review time for managers and partners by streamlining reviews
Prepare well-documented workpapers that enable smooth and efficient reviews with tick marks, annotations, notes, and hyperlinked cross-references with up to four sign-off levels. Cloud computing allows tax and accounting firms to collaborate from anywhere with a secure internet connection.
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Standardize workpapers with an index that follows the tax return process
Automatically bookmark and organize tax documents in a work-paper index that follows the flow of a 1040 tax return and accepts workpapers in PDF, Excel, Word, and email formats. SPbinder seamlessly integrates with other tax and accounting solutions to provide automation across the entire tax lifecycle.
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Empower staff to spend less time on manual tasks and more time on what matters
Use unmatched document automation to eliminate more data entry for your preparers than any other scan-and-populate solution on the market. Staffers can even integrate this software with extensive API capabilities that give a larger picture of the tax return process.
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The value of SPbinder
Streamline the entire 1040 process for you and your clients
Elevate internal collaboration and expedite reviews with a standardized platform that hosts tip-marking tools and guides users with maximized efficiency.
Discover related products
Eliminate data entry with our industry-leading scan-and-populate tax solution, which automates 4 to 7 times as many documents as the alternatives and exports data directly to your tax preparation software.
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.
Handle the workflow no matter the size of your firm with industry-leading professional income tax software. Pay less in maintenance costs, face fewer storage issues, and rest easy with business continuance under this online platform.
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