Accounting & bookkeepingResearch and document reviewMedium evidence

A regional firm answers 14,000+ tax questions in 6 months with AI research

Copeland Buhl · Top-20 Midwest firm · Thomson Reuters CoCounsel Tax

Reported result

14,000+ questions answered in 6 months; firmwide adoption; 'hundreds of hours' recaptured; surfaced a Minnesota tax issue months early.

The problem

“Staff spend hours chasing sources and interrupting senior colleagues with research questions.”

What they did

Firmwide AI tax research assistant.

Who reported this

Vendor case study (named customer). Source: Thomson Reuters case study.

View the original source ↗

Caveats

Hours figure is approximate.

Results are as reported by the source above. Pathly summarizes them in our own words and labels the strength of the evidence. Your results may differ. How we label evidence

More cases like this

See all cases
Accounting & bookkeepingMedium evidence

A solo CPA saves 5 to 6 hours per research engagement with an AI tax assistant

“Tax research means hours of paging through guidance and rulings, which delays client answers.”Joseph C. Greco CPA · Thomson Reuters CoCounsel TaxRead the case →Accounting & bookkeepingMedium evidence

A CPA firm cuts contract and board-minute reviews from an hour to 5 minutes

“Reviewing board minutes, leases and contracts by hand adds hours to every engagement.”Harris, Hardy & Johnstone, PC · Thomson Reuters CoCounsel Tax & AuditRead the case →Accounting & bookkeepingLow evidence

A CPA firm clears a months-old tax research question in under 5 minutes

“Complex research questions sit on our to-do list for months.”PSK LLP · Thomson Reuters CoCounsel TaxRead the case →