Introduction and executive summary

With 14,000+ questions answered in six months and firmwide adoption, CoCounsel delivered faster insights, better quality work, and hundreds of hours recaptured across the tax practice.

Copeland Buhl is a top 20 Midwest accounting and advisory firm headquartered in Plymouth, Minnesota. Founded in 1971, it delivers a client experience that combines deep expertise in accounting, tax, and advisory services with a practical, relationship-driven approach.

Allison Stevens, Tax Partner and firm-wide technical lead, is part of the Compliance team responsible for reviewing tax returns. She is responsible for all technical issues, tracking new legislation and guidance, and technical training. With 67 professionals now licensed and actively using CoCounsel, the organization has fully integrated AI-driven research into daily tax workflows. This widespread adoption is yielding benefits of time savings and improved responsiveness to clients.

To dig deeper, visit the original article on the Thomson Reuters blog.