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Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
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Batch print and email the Bank Account Verification worksheet
Combined transmittal letter and filing instructions
Configure email notifications when returns are accepted
Create a custom paragraph for a Form 8379 transmittal letter
Custom paragraphs and descriptions
Default electronic filing print collation
Default settings for client documents in the instance of a deceased spouse
Edit power of Attorney (POA) filing instructions
Engagement letter in Web Client Organizer
Engagement letters and proforma
Federal and state filing instructions might not combine
Generate estimated tax reminder letters
Include bank account verification information with the client organizer
IRS refund direct deposit rejection and client notification
Link, combine, and merge client portals
Print “Your return will not be filed until signed Form 8879” in filing instructions
Print a different name when file instructions print deceased taxpayer name when filing single