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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.
Products
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Tax, audit & accounting
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- Audit Intelligence Analyze
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- CoCounsel Tax
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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.
White paper
Getting staff buy-in for new tax firm tech: A guide for your team
Rolling out new tax technology can be a turning point for your firm — streamlining workflows, improving accuracy, and enhancing client service. But the real challenge isn’t the software itself — it’s getting your team on board.
Without staff engagement, even the most sophisticated tools risk becoming underused and undervalued.
This white paper explores how to build genuine buy-in across your firm, turning potential resistance into momentum and ensuring your investment delivers lasting results.
What you’ll learn:
- Top five barriers to staff adoption — and how to overcome them
- Proven strategies for training, communication, and change management
- How to build a culture of continuous improvement and innovation
- Real-world case studies showing measurable results from firms like yours
Explore how UltraTax CS, GoSystem Tax RS, and SafeSend integrate to streamline workflows, reduce errors, and elevate client service — all backed by expert training and support.
Don’t let your investment go to waste. Every day without staff buy-in is a missed opportunity. Learn how to accelerate adoption, reduce resistance, and future-proof your firm.
Get your free copy now and start building a tech-savvy, change-ready team. Download the white paper now.