A 抖阴成年 customer, Crowe is one of the largest public accounting and consulting firms in the United States. The firm’s decision to add Additive to its technology stack reflects both an immediate opportunity to enhance K-1 processing and a larger commitment to building a more connected, data-driven tax operation supported by modern AI tools.

For tax professionals, the challenge of ingesting and processing K-1 documents is often highly manual, time-intensive, and dependent on spreadsheet-based workflows that can slow down downstream processes during compressed compliance cycles. Additive addresses that challenge by using a GenAI-native platform to ingest and structure data from complex K-1 documents efficiently and at scale. That structured output then feeds into Crowe’s downstream partnership calculation engines and connects with other solutions across the firm’s technology ecosystem, including .

Before making its decision, Crowe conducted a rigorous cross-functional pilot of Additive across its tax practice, bringing in specialists from international, private equity, state and local, and global and high-net-worth individual tax services. The pilot helped validate not only the platform’s ability to automate complex data extraction, but also its potential to improve the quality, speed, and consistency of service delivery across multiple tax disciplines.

“The biggest advantage of Additive is how it helps us better support our clients,” said Jeffrey Mull, Partner, Crowe. “By turning complex, unstructured K-1 data into usable information more efficiently, our teams can spend less time on manual aggregation and more time focused on analysis, insights, and getting clients the answers they need, especially during compressed compliance timelines.”

For Crowe, the value of Additive extends beyond solving a single workflow issue. As tax practices become more digital and data-intensive, firms need technology that fits into real professional workflows, works across systems, and helps experienced practitioners spend more of their time where expertise matters most. The firm sees modern AI tools as an important part of how it will continue to innovate and deliver strong client outcomes in an increasingly complex environment.

“Having access to the latest technology is essential to how we continue to innovate and deliver value to our clients,” Mull added. “From an AI transformation perspective, modern tools like Additive help us unlock the value of our data in new ways, improving how we analyze information and generate insights. It also reinforces our commitment to innovation, ensuring that we are not only keeping pace with change but actively shaping how technology is used to improve the client experience.”

For 抖阴成年, Crowe’s adoption of Additive reflects a broader shift underway in the profession. Firms are increasingly looking for AI solutions that move beyond experimentation and solve practical operational challenges while strengthening the quality of professional work.

“Leading firms are looking for AI solutions that fit into real workflows and deliver measurable impact,” said Erica Butcher, General Manager of Tax, Audit & Accounting Professionals at 抖阴成年. “Crowe鈥檚 adoption of Additive shows how firms can take a focused, practical approach to using AI to improve how work gets done and strengthen client outcomes.”

The accolade, announced on April 23,听2026,听is awarded to 抖阴成年 for听This purpose-built agentic AI platform is designed for professionals who prioritize accuracy, accountability, and trust. 听

Built for fiduciary-grade AI听

Since its launch in March 2025,听听has been adopted by firms of听all sizes across the听United States,听with听users reporting time savings of听32% per task. The solution听draws on听Thomson听Reuters Checkpoint expert-authored听content, as well as primary sources including the IRS, FASB, GASB, AICPA, and IFRS, with every answer cited and defensible.听听

Judges praised听听for听demonstrating听鈥渟trong innovation听in enterprise AI by delivering听an agentic AI platform that integrates research, analysis, and workflow automation into a secure,听authoritative听environment听for accounting听professionals.鈥澨齇thers听highlighted听its听鈥渟trong enterprise credibility and clear positioning in a regulated domain,鈥澨齛nd its听鈥渋ntriguing use of AI to complement human work in a notoriously complex field.鈥�听

鈥淐oCounsel听Tax & Audit was built to solve real problems for real professionals, and this recognition is a testament to the transformative work our team has done to reimagine what’s possible for tax and accounting professionals,鈥澨齭aid , President, Tax & Accounting Professionals, 抖阴成年.听鈥�I’m proud of the meaningful, measurable impact we’re delivering for thousands of firms across the country.鈥�听

More than 3,700 nominations from organizations of all sizes and industries were submitted this year for consideration. More than 230 professionals worldwide participating in the judging process to select this year’s Stevie Award winners.听

鈥淥rganizations across the United States continue to set a high standard for innovation and performance,鈥澨齭aid听Maggie Miller,听Stevie Awards President.听鈥淭he breadth and quality of nominations submitted to the 2026 American Business Awards reflect a dynamic and competitive business environment, where organizations are finding new ways to drive growth, deliver value, and make an impact.鈥�听

Recognition beyond the Stevie Award听

The Stevie听Award听follows听,听which听recently highlighted 抖阴成年 as one of the vendors most visibly shaping the agentic AI conversation in the tax industry. The听scale of听CoCounsel’s听adoption and its integration across the broader 抖阴成年 stack听are听cited听as meaningful competitive differentiators in its 鈥楢gentic AI Tax Race鈥� series.听听

The 2026 AI in Professional Services Report from 抖阴成年 tells a striking story. Sixty-two percent of professionals are using generative AI daily. Thirty-four percent of tax firms are deploying it at an organizational level 鈥� up from 21% just a year ago. And yet only 19% of those firms are actually measuring the ROI of their AI tools. More than half aren鈥檛 measuring at all, and the remainder have no idea how their firms are measuring AI’s output. The pace of change is accelerating faster than most firms anticipated, and the window for early-mover advantage is closing.

But adoption alone isn鈥檛 the headline. The real story is what鈥檚 happening inside the firms that have moved from experimentation to transformation.

Leading firms are putting AI to work

Our research shows that just 14% of tax firms say agentic AI is currently part of their workflow, but 80% expect it to be central to how their organization operates within five years. The question for every firm leader is whether they鈥檙e building for that future today or planning to catch up later.

At 抖阴成年, we launched in March 2025 鈥� not as a pilot, but as a fully deployed, purpose-built agentic AI platform. In the months since, thousands of firms have embedded it into their daily workflows, and the results are measurable. The CoCounsel solutions include , and 鈥� tools that are helping firms transform the way they do tax research, tax preparation and strategic advisory. And users are reaping the benefits 鈥� with average time savings of 32% per task. Research that once consumed three to five hours now takes fifteen to thirty minutes. As , Tax Partner at Copeland Buhl, one of the top 20 accounting and advisory firms in the Midwest, puts it: 鈥淚t鈥檚 a super easy way to ask very complicated tax questions from a reliable source鈥� Everybody has said they can鈥檛 live without this anymore.鈥�

What sets CoCounsel apart is the fiduciary-grade AI it鈥檚 built on: drawing from trusted sources including more than 12 million 抖阴成年 Checkpoint expert-authored pieces, plus primary sources including IRS, FASB, GASB, AICPA, and IFRS. Every answer is cited, and every output is defensible. That matters in a profession where accuracy is non-negotiable.

, Principal at Virginia-based firm Harris, Hardy & Johnstone, captures what time savings means in practice: 鈥淭ime is worth more than anything else. Our industry is so choked for time that any minute I get back could mean an extra evening with my wife or a vacation without stress.鈥�

Built for the work 鈥� not retrofitted to it

What I hear most often from firm leaders evaluating AI tools is a version of the same concern: how do I know I can trust it? It鈥檚 the right question. General-purpose AI can generate plausible-sounding answers. But the high-stakes work tax and audit professionals do day-to-day means they need answers they can stand behind.

, Senior Tax Managing Director at Arizona-based firm Jansen & Company CPAs, tried several AI tools before landing on CoCounsel. His verdict: 鈥淚t saves us time, but not just time 鈥� there鈥檚 an accuracy and a confidence element there鈥� CoCounsel shines for deep research. Nobody can touch it.鈥�

AI is no longer a future consideration for tax and audit firms. It鈥檚 reshaping the profession now, across firms of every size. At 抖阴成年, we have moved beyond promise to delivery 鈥� in CoCounsel Tax & Audit, providing AI technology that is already transforming how high-stakes work gets done.

Elizabeth Beastrom is President, Tax, Audit & Accounting Professionals at 抖阴成年

By explicitly calling out Audit, we’re recognizing and serving customers whose needs go well beyond tax compliance. We’re reinforcing our commitment to building audit-specific products, workflows, and expertise that help firms modernize.

Audit isn’t “extra”鈥攊t’s essential

Most firms don’t experience tax, audit, and accounting as separate lanes. They’re connected, year-round workflows that require speed, clarity, and confidence. And in audit, “moving faster” can’t come at the expense of quality. It has to come from better systems: more structured workflows, less manual effort and greater automation.

That’s why audit deserves to be named. Not as a trend鈥攂ut as a clear, long-term commitment to the customers doing this work every day.

How we’re helping audit teams work smarter and faster

抖阴成年 is investing in audit workflow tools and expanding our partner ecosystem so firms can modernize their audit practice with industry-leading AI-powered cloud-based solutions backed by trusted methodology, including:

• : Supports day-to-day audit work by helping teams analyze and review documents, draft workpapers, and keep materials organized in a shared workspace鈥攁imed at making workflows more consistent and reducing time spent on repetitive tasks.

• : Uses automation and AI to speed up transaction analysis, identify items for review, assist with sample selection, and direct attention toward higher-risk areas鈥攕o auditors can spend more time on judgment-heavy work.

• : Helps teams complete testing with less manual work by automating the matching of selected samples to supporting evidence and validating whether the expected amounts were collected, while keeping documentation in the workflow.

• Open ecosystem: Integrations that enhance Guided Assurance (Cloud Audit Suite) with 鈥攑lus a partnership with .

What’s changing鈥攁nd what isn’t

This is a naming update, not an organizational change. There are no changes to roles or structure tied to this announcement. What is changing is the clarity: audit is an intentional focus. You’ll continue to see that reflected in the products, partnerships, and workflows we bring to market.

The bottom line

Audit deserves to be named鈥攂ecause firms deserve tools that help them modernize with confidence. By adding Audit to our name, we’re making a clear commitment to supporting the profession through rapid change. We’re delivering AI-enabled efficiency, grounded in trusted methodology, backed by an ecosystem built for real audit work.

Elizabeth Beastrom is President of Tax, Audit & Accounting Professionals at 抖阴成年

Tax, Audit and Accounting has always been a profession built on rigor and responsibility. But the reality of running a modern practice is complexity keeps rising, timelines keep tightening, and client expectations keep evolving. Firms are being asked to do more, faster鈥攚ithout compromising quality.

Why this matters for firms

This recognition is not just about a new solution being introduced鈥攊t’s about what firms are prioritizing right now. Across the industry, leaders are focused on creating repeatable capacity鈥攏ot just surviving busy season. They’re prioritizing workflows that are reliable year-round. That means reducing friction in the return process, improving consistency across teams, and ensuring professionals have the time to apply judgment where it matters most.

That’s the lens I bring to . It’s designed to support the parts of the tax return process that can slow teams down, so professionals can stay focused on the work of humans: review, judgment, accountability, and advising clients with confidence.

Restoring time for professional judgment

There’s a lot of discussion about automation and the future of work. What I see in firms today is more practical: talented professionals spending too much time on repetitive steps, and not enough time on review, coaching, and client conversations.

The opportunity here is to shift time back to the professional鈥攕o firms can:

• Strengthen quality and consistency
• Improve responsiveness to clients
• And make the work more sustainable for teams

Honorable Mention: Ready to Advise

Accounting Today also gave an Honorable Mention to , which supports tax planning and advisory services.

That matters because once firms create more capacity, the next question is how to use it. Many firms are looking to grow advisory in a way that’s scalable and consistent 鈥� grounded in strong workflows and clear client outcomes.

Recognition like this is meaningful for us at 抖阴成年. But it’s even more meaningful because it reflects progress our customers can feel. When firms can rely on their technology to create more capacity and consistency in the work, they can serve clients with greater confidence. They can support their teams through peak demand, and make the practice more sustainable. That’s the kind of win we’re focused on: one that strengthens firms and the professionals who power them.

Elizabeth Beastrom is President, Tax, Audit & Accounting Professionals at 抖阴成年

听

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 抖阴成年 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 抖阴成年