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��and is designed to take on the heavy, repetitive work of gathering client documents and preparing returns—so 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.��

For too long, firms have been stuck in a pattern that everyone recognizes as unsustainable—ever 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’t��fix that, but AI put to work in the right way—through agentic AI that is deeply embedded into tax workflows—can fundamentally change the equation.��

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��workflow—helping firms manage more individual returns with existing staff while��maintaining��quality and control.��

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

I’ve��said before that I expect firms will��ultimately pair��each CPA with at least one virtual agent. Ready to Review 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��that’s��responsible, auditable, and grounded in trusted ����VR��Ƶ tax content and compliance��expertise.��

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

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�� platform.��It’s��one more way��we’re��helping firms modernize in a way that is practical, grounded, and built for the realities of tax season.��

This post was authored by��Elizabeth Beastrom,��President of Tax and Accounting Professionals at������VR��Ƶ.��

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

At ����VR��Ƶ,��we’re��investing in this future – 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. ��

At��SYNERGY��2025,��we’re��proud to unveil our latest AI innovations: ��

Ready to Review is leading the way in transforming tax preparation. This cloud-based, agentic AI workflow streamlines the entire process—automating 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. ��

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

CoCounsel��Document Analysis,��audit��and accounting professionals gain a powerful new tool for document review. Integrated with��CoCounsel��Audit, this solution combines agentic AI with a��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. ��

These innovations��aren’t��just about technology.��They’re��about enabling professionals to do more with what they have while delivering smarter insights for clients.  ��

At ����VR��Ƶ,��we’re��committed to helping you lead through change. The next era of tax and accounting is being written today—let’s��shape it together. ��

Read more about ����VR��Ƶ Synergy 2025 Tax, Audit and Accounting announcements.