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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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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.
SurePrep + Lacerte = end-to-end efficiency
1040SCAN and SPbinder integrate seamlessly with Lacerte tax software to streamline all phases of the 1040 tax process
Our automation, your workflow
Why Intuit customers love SurePrep
Intuit customers don’t have to stay in suite to create a better tax workflow. 1040SCAN and SPbinder combine to provide industry-leading automation for Lacerte users. Our solutions work within your confines to streamline preparation, reduce review time, and improve taxpayer collaboration.
Best-in-class document coverage
1040SCAN automates document processing four to seven times more than competitors and ensures 65% of standard documents are verified, freeing your team to focus on high-value client work that drives revenue and retention.
Work paper preparation
1040SCAN processes documents to eliminate binder assembly and data entry. It then extracts data from source documents with optical character recognition, exports the verified data to Lacerte, and automatically bookmarks and organizes tax workpapers into a standardized index.
Data review
1040SCAN routes the exported data and standardized index to SPbinder, which generates lead sheets displaying color-coded variances between the binder data and the software’s calculations. Once the data is edited and finalized, it takes one click to export it back to Lacerte.
See what customers are saying
SurePrep has helped me become a more efficient tax preparer and it just leads to overall, a more efficient tax prep process.
Samantha Sutton
Senior Planning Associate, Clearstead Advisors, LLC
When I evaluated SurePrep and saw the differences compared to what we had, I felt like it would be a disservice not to implement it.
Leah DiGregorio
Partner, Hoffman, Stewart & Schmidt, P.C.
Where I would usually spend 15, 20, 30 minutes looking at a return, now I’m spending 5 to 10.
Brad Beasley
Partner, Beasley, Mitchell & Co.
Let’s talk
See the difference for yourself
Our product experts are happy to walk you through the SurePrep process with Lacerte firsthand. Schedule a no-obligation demo to see what your workflow has been missing.
Lacerte is a registered trademark of Intuit Inc.