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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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- 1040SCAN
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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.
Standard reports in Client Access
Most of the standard reports are available to both you and your clients, but the following standard reports are only available for your firm.
note
All custom reports can be made available to your clients on the
Setup
, Firm Information
, then Client Security Groups screen
.- All reports in the Firm folder
- All reports in the Workpapers folder
- All letters
- Account Grouping List
- Account Groupings
- Account Segments
- Adjusting Journal Entries
- Client Information - Workpapers
- Consolidated Account Groupings
- Consolidated Adjusting Journal Entries
- Consolidated Subsidiary Trial Balance
- Consolidated Trial Balance - Condensed
- Consolidated Trial Balance - Detailed
- Consolidated Trial Balance Worksheet
- Financial Statement Worksheet
- Tax Code Groupings
- Tax Code Worksheet
- Tax Reconciliation Worksheet - Condensed
- Tax Reconciliation Worksheet - Detailed
note
The client cannot modify or delete any transactions that are entered by the accounting firm.
This article applies to:
- Product: Accounting CS
- Subject: Clients,Reports