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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
- CoCounsel Audit
- CoCounsel Tax
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- Ready to Review
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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
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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Resources
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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 and accounting
Compilation and review engagement tools
Powerful, cloud-based accounting software for managing documents and data from a variety of sources
Make cloud-based work paper management a reality
Complete preparation, compilation, and review tasks entirely in the cloud, enhancing collaboration and providing access to engagements anytime, anywhere.
Exercise professional judgment and ensure accounting standards compliance
Workpapers CS offers real-time collaboration and centralized document management that makes it easier than ever to stay on top of your engagements:
- Set up new client engagements fast, streamline standard account mappings, and quickly generate financial statements.
- Import data from a spreadsheet, link trial balance data, and transfer the adjusted balance directly to your tax return application.
- Enable multiple staff members to manage workpapers and work on the trial balance simultaneously.
- Utilize a sophisticated binder system, extensive tabbing capability, and powerful features such as quick preview and drag-and-drop.
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Manage a variety of work paper scenarios with ease
ONESOURCE Workpapers provides you with tools to create, manage, and organize your workpapers, attachments, and batches:
- Save time with a simple process using just one tool to push and pull information from multiple applications.
- Centralize all workpapers so you can use the same data across your entire direct tax process.
- Create data controls and audit trails around existing spreadsheets.
- Build ad hoc calculations, summary schedules, and data comparisons, all within the familiar environment of Microsoft Excel.
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Discover more about our audit and accounting solutions
Questions about our products and services? We’re here to support you.
Contact our team to learn more about our tax and accounting solutions.
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