Ready to Review is our new cloud-based, agentic AI tax workflow solution built on CoCounsel. For tax year 2025, it modernizes 1040 tax return preparation. It’s designed to take on the heavy, repetitive work of gathering client documents and preparing returns鈥攕o tax professionals can focus on what drew many of us to this profession in the first place: problem solving, critical thinking, and delivering great counsel to clients.听

For too long, firms have been stuck in a pattern that everyone recognizes as unsustainable鈥攅ver more complex returns, tighter deadlines, and mounting pressure on teams already stretched thin. Busy season has become synonymous with burnout and staffing strain. AI alone won鈥檛 fix that. But AI put to work in the right way鈥攖hrough agentic AI deeply embedded into tax workflows鈥攃an fundamentally change the equation.听

A Better Way Through Busy Season

The goal is not to replace professional judgment, but to clear away the manual, time-consuming tasks that prevent professionals from using that judgment to its fullest. Ready to Review gives firms a single, cloud-based, scalable platform that automates the gather and tax prep stages of the听workflow鈥攈elping firms manage more individual returns with existing staff while听maintaining听quality and control.听

We鈥檙e听already seeing the impact. Indiana-based CLH CPAs & Consultants听participated听in our early adopter program and saw听the potential for听transformative time savings. As Bob Lange, Partner at CLH, told us:听鈥淩educing return preparation time by听approximately an听hour on each simple 1040 is significant in terms of efficiency gains. For firms like ours, these time savings will be a game changer.鈥�听

I鈥檝e听said before that I expect firms will听ultimately pair听each CPA with at least one virtual agent. is a tangible step in that direction. It brings that 1:1 vision closer to reality by embedding Gather and Tax Preparer AI agents directly into the 1040 workflow in a way听that鈥檚听responsible, auditable, and grounded in trusted 成人VR视频 tax content and compliance听expertise.听

The Next Step for 1040 Prep

As solutions like Ready to Review become part of the day-to-day fabric of tax work,听we鈥檒l听see fewer 80-hour听weeks听and more time spent on the nuanced, client-focused work that truly differentiates firms.听We鈥檒l听make room for new talent who are excited about a career that leans into analysis and advisory rather than pure grind.听听

Ready to Review is now generally available in the United States for 1040 use cases, and its launch marks an important milestone in our broader journey with agentic AI on the听 platform.听It鈥檚听one more way听we鈥檙e听helping firms modernize in a way that is practical, grounded, and built for the realities of tax season.听

Elizabeth Beastrom is President of Tax, Audit & Accounting Professionals at 成人VR视频

We know that AI is a gamechanger. But in the past year, agentic AI has further accelerated听what鈥檚听possible. Agents can handle the routine tasks that used to take听professionals听hours, days or even weeks to complete, freeing time for teams to focus on higher-value work.鈥�鈥�听

At 成人VR视频,听we鈥檙e听investing in this future 鈥� your future. Our focus is on solutions that automate routine tasks, empower teams to focus on strategic advisory, and help firms thrive amid the challenges the industry is facing.鈥�听

At听SYNERGY听2025,听we鈥檙e听proud to unveil our latest AI innovations:鈥�听

Ready to Review is leading the way in transforming tax preparation. This cloud-based, agentic AI workflow streamlines the entire process鈥攁utomating data extraction and verification so professionals can focus on review and advisory, not manual prep. Firms anticipate seeing significant time savings, especially during peak season, with accuracy and quality at the forefront.鈥�听

Audit Intelligence Test听is redefining how audit teams approach听evidence听matching and documentation. By automating the most tedious steps, this AI-powered Excel add-in enables auditors to quickly听validate听transactions and tackle complex scenarios, freeing up valuable hours and strengthening audit trails.鈥�听

CoCounsel听Document Analysis,听audit听and accounting professionals gain a powerful new tool for document review. Integrated with听CoCounsel听Audit, this solution combines agentic AI with a听dynamic, spreadsheet-native grid, making it easier than ever to extract key data, perform substantive testing, and generate workpapers with embedded citations. Early adopters report up to 70% reductions in setup and review time.鈥�听

These innovations听aren鈥檛听just about technology.听They鈥檙e听about enabling professionals to do more with what they have while delivering smarter insights for clients.鈥�鈥�听

At 成人VR视频,听we鈥檙e听committed to helping you lead through change. The next era of tax and accounting is being written today鈥攍et鈥檚听shape it together.鈥�听

Read more about 成人VR视频 Synergy 2025 Tax, Audit and Accounting announcements.