CoCounsel Tax
Advance tax workflows and outcomes with AI-powered insights
See it in action
Meet CoCounsel Tax
Where intelligence meets expertise
Answers you trust
Receive accurate and reliable information backed by citations from trusted sources like the IRS code, Checkpoint, and your firm's documents. These references ensure that tax professionals can trust the insights and answers provided.
Automated workflows
Handle complex, multistep tasks autonomously with agentic AI capabilities. These include retrieving information from various sources, analyzing it, and structuring it to solve specific tax-related problems.
Integration with tax tools
Work smoothly with the tools and processes you already use, such as Checkpoint, Excel, and various document management systems. CoCounsel Tax allows professionals to access the information they need directly within their existing work environment.
Capabilities
Stay ahead of deadlines and ensure accuracy with our AI tax assistant
- Document review
- Tax research
- Client communications
- Tax strategy
Gain insights from client documents
- Access the most comprehensive and well-organized collection of legal information.
- Upload client documents and receive summarized insights, highlighting key tax implications and potential opportunities.
- Get practical advice on how to address potential issues and optimize tax savings.
Find answers faster, with confidence
- Conduct thorough tax research using authoritative sources like the IRS code and Checkpoint Catalyst, and generate comprehensive research memos.
- Get relevant and accurate results, filtered by your specific research question and client needs.
- Easily cite sources and export research to support your work.
Draft letters with confidence
- Use prebuilt templates for common tax letters, such as penalty abatement requests, and customize them with client information.
- Ensure your letters are written in clear, concise language using relevant tax terminology.
- Review and edit your letters for accuracy and completeness before submission.
Optimize client outcomes
- Identify potential tax savings opportunities, like cost-segregation studies, and generate custom business proposals.
- Consider multiple tax-planning strategies and their impact on your client's overall financial situation.
- Work with clients to develop and implement a comprehensive tax plan that aligns with their goals and objectives.
See how CoCounsel Tax supports your team
Use cases
Transform your tax processes with CoCounsel Tax
Document review and analysis
Access comprehensive tools to review and analyze client tax documents, informing your decision-making and driving client success.
Tax research and planning
Receive the support you need to navigate complex tax scenarios and develop effective financial strategies.
Learn how to leverage AI in your daily work
Testimonials
Discover how CoCounsel Tax improves tax professionals’ workflows
“CoCounsel was a lifesaver for us this year. We brought on more business than expected — and the only way we kept up was with CoCounsel. It took the most time-consuming part of our work — researching state requirements — and turned it into something we could trust and reuse.”
Rich Marlatt
Chief Information Officer at BLISS 1041
News
Learn about the latest developments in tax law and technology with CoCounsel Tax
Checkpoint's exclusive executive summary of the 2025 Tax Act
The 2025 Tax Act has been passed, making the 2017 Tax Cuts and Jobs Act tax cuts permanent and introducing new tax breaks for workers and families. Key provisions include enhanced child tax credits, standard deduction changes, and business provisions.
Thomson Reuters ushers in the next era of AI with launch of agentic intelligence
Thomson Reuters has launched CoCounsel for tax, audit, and accounting professionals, a vertical-specific AI agent designed to automate complex tasks and provide explainable outputs. This marks a significant step forward in the development of agentic AI systems.
Hutchinson and Bloodgood LLP adopts Thomson Reuters AI-powered audit solutions
Hutchinson and Bloodgood LLP has partnered with Thomson Reuters to implement CoCounsel and Cloud Audit Suite, enhancing their audit workflow with advanced AI capabilities and improving overall efficiency.
Frequently asked questions
The most effective AI tax software for professionals is typically offered as a software-as-a-service, like CoCounsel Tax. This model ensures that users receive regular updates, expanded capabilities, and ongoing support, making it an ideal choice for staying current with evolving tax regulations and best practices. By providing continuous improvements and enhancements, this type of service helps tax professionals maintain accuracy, efficiency, and compliance in their work.
Leverage artificial intelligence with CoCounsel Tax, an innovative AI tax assistant that enables you to conduct comprehensive tax research, analyze complex tax scenarios, and identify potential tax-savings opportunities.
With CoCounsel Tax, you can:
- Conduct thorough tax research using authoritative sources like the IRS code and Checkpoint Catalyst.
- Analyze complex tax scenarios, including entity classification and pass-through entity taxation.
- Identify potential tax-savings opportunities, such as cost segregation studies.
By utilizing CoCounsel Tax, you can streamline your tax research process, reduce manual work, and improve the accuracy of your research — allowing you to focus on delivering high-quality advice to your clients and growing your practice.
Yes. We’ve designed CoCounsel Tax with security in mind, ensuring that your client data and research are protected.
Yes. We’ve designed CoCounsel Tax to operate seamlessly with your existing tools and processes, streamlining your tax research and planning workflows.
CoCounsel Tax provides accurate and reliable research, identifies potential tax-savings opportunities, and streamlines your workflows. By optimizing your operations, it allows you to focus on delivering high-quality advice to your clients.
Questions about CoCounsel Tax? We’re here to support you.
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