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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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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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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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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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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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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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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.
Save time in your tax workflow and improve client interactions with UltraTax CS
Hear how Integrity Tax and Accounting has saved 5-10 minutes per tax return by using UltraTax CS, and enjoys the data sharing and integration features within the CS Professional Suite, enabling better client relationships.
Hi. I'm Kalena Bruce. I'm from Integrity Tax and Accounting, Certified Public Accountants, in Bolivar, Missouri. I'm the Managing Partner there.
The data sharing portion of the UltraTax (CS) software has been very beneficial for our firm. If you're saving five to ten minutes per return on input, when you multiply that times 300, 500, 1000 tax returns, that adds up really fast, not to mention some of the great functionalities of the multi-state apportionment. You're only doing that work once and not three, four, five times, or even by hand like we were doing before we purchased UltraTax (CS), with another tax software. So we love the data sharing ability in that software.
We love the fact that Thomson Reuters software is fully integrated. We love that whenever a client comes through the door and says, "Hey, my address changes," that our admin person changes the address in Practice (CS) and it pushes it through to the rest of the software. We're not missing something, we don't have a wrong address, whenever, six months down the line, we prep a tax return. And so it's been a time-saving thing for us, but also a face-saving thing for us. The clients tell you, "Hey, we told you this months ago." Well that's great, but we forgot to update this software, that software. We don't have that problem anymore. We fix it in one spot, it pushes out and data shares with everything else. It's clean, it's simple and it's wonderful.
I would definitely recommend UltraTax (CS) to any firm preparing tax returns. I will say that my partner drug me, kicking and screaming, into the UltraTax (CS) world because I didn't want to learn something new. And I thought that it would slow me down having to go through a whole tax season learning a new process, but it definitely didn't. I'm amazed every day at the different things that UltraTax (CS) can do, the things that I'm learning. So I would say definitely jump in, both feet, put your worries aside about learning software, Thomson Reuters team is fantastic in their training aspect of it, and go for it.