Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
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.
-
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.
-
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.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
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.
-
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.
-
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.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
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.
-
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.
-
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.
Infographic
The Thomson Reuters automation consultation roadmap
Learn about the benefits of automating tax and accounting processes with APIs. A personalized consultation from Thomson Reuters can help uncover needs and identify first steps.
-
The Thomson Reuters Automation Consultation Roadmap
To succeed in an ever-evolving landscape, tax and accounting firms must harness the power of APIs and automation in a way that is customized to their firm’s unique needs.
Enter Thomson Reuters Automation Consultation — a personalized offering that results in a clear and powerful roadmap to holistic automation.
Led by a team of seasoned API and Automation Consultants, our detailed assessments dive deep into your firm’s pain points and inefficiencies to create a thorough assessment and a recommended plan of action for transformative automation.
1. Your journey begins!
Expect four, two-hour sessions with your dedicated Thomson Reuters API and Automation Consultants as they document every aspect of your day-to-day business to uncover opportunities for automation.
Our firm automates a couple of tasks already. Is this consultation beneficial to us? Yes! Perhaps your firm is using automation to simplify document storage or automate some of your workflows. If so, that’s great! However, a more holistic approach to automation can pave the way to transformative outcomes and greater ROI, hence the need for a personalized approach.
2. The experts huddle.
Your Automation Consultants will gather for an internal review to compile a detailed report of their findings.
3. Your firm’s roadmap to holistic automation.
Your customized automation roadmap will be presented to you with specific opportunities, gaps, and recommendations for products and automation tools that would be most impactful for your firm.
Because each firm uses tax software and systems in their own way, a customized consultation and plan of action is of the utmost importance in ensuring the benefits of APIs are maximized for your firm’s specific needs.
4. Maximizing ROI.
As part of your assessment, the Automation Consultation will provide an estimation of time savings
“ Other firms that have worked with Thomson Reuters received over 70% efficiency gains year-over-year after evaluating how to automate their extension process. Any time we can help firms achieve more means they’re going to keep their staff happy, distribute the workload evenly, and allow them to create new value-added opportunities to do more inside their firm.”
Allen Stahl, Strategic Technology Sales Manager, Thomson Reuters
5. Automation in action!
Your Automation Consultation will help you in prioritizing and implementing the recommendations to unleash the full power of automation at your firm.
One of the most important considerations in creating your automation roadmap is ensuring that your systems can communicate with one another. Technology providers that embrace other companies’ tech and create open APIs that allow disparate systems to work together bring another level of value to accounting firms.
“It’s not just about APIs, it’s about time savings. But it’s also about savings in mental health. At the end of the day, the last thing that you want is to have skilled workers doing mundane work, such as repetitive, consistent data entry. Those skilled, talented workers could be providing value elsewhere.”
Peter Walker, Berkowitz Pollack Brandt
Ready to get started?
Schedule your Thomson Reuters Automation Consultation today and unleash the full power of automation.
Customize a tax workflow that works for your firm
Automate processes with connected tools and solve your biggest tax challenges
Schedule your automation consultation
Whether you have initial questions you need answered or are ready to book an automation consultation, we’ve got you covered. Once you fill out this form, one of our consultants will reach out to answer your questions and offer expert guidance in crafting the ideal automation workflow path for your firm.