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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.
WHITE PAPER
The 1040 tax workflow automation playbook
With new regulatory complexities and deepening staffing shortages, inefficient manual workflows are unsustainable. From initial client contact through delivery and e-filing, integrated solutions are changing how tax and accounting firms operate.
This comprehensive playbook reveals how leading firms are establishing a competitive advantage with:
- Connected document collection. Transform client collaboration from bottleneck to value driver with automated categorization and secure transfer systems.
- AI-powered data processing. Replace manual workpaper assembly with machine learning that recognizes, validates, and organizes tax documents automatically.
- Accelerated review workflows. Minimize review time with structured workpapers that align directly with the flow of the return.
- Frictionless delivery systems. Make filing easier by automating return delivery and enabling e-signature collection.
- Staff role elevation. Free your team from manual tasks to focus on higher-value advisory work.
- Measurable return on investment (ROI). Achieve substantial time savings per return with faster, more accurate assessments while improving client satisfaction.
Firms that embrace integrated automation today will define tomorrow's competitive landscape. Firms that wait risk falling behind competitors who can deliver better work with fewer resources.
Ready to rethink your 1040 tax workflow? Download the playbook to see how fully integrated solutions can drive automation throughout each step of the tax process.