CoCounsel Tax Essentials is an AI-powered assistant designed to help tax professionals work faster and more confidently on everyday tax questions and tasks. It's ideal for staff who prepare, review, organize, or draft tax work, firms looking to provide AI support to more users without the cost of full research tools, and firms new to CoCounsel that want an easy starting point. Many firms start with Essentials and expand usage or upgrade users as needs grow.

• AI-generated tax answers grounded in authoritative tax content, with citations so you can see where answers come from.
• Each user receives up to 20 citation-backed tax answers per week grounded in Checkpoint content. Document uploads, summaries, and standard AI conversations are available without affecting this allowance.
• Unified search across firm documents, public tax sources, and tax authority content
• Document upload with automated summaries and analysis, organized into workspaces for client and project work.
• Team collaboration, user management, and integrations with select Thomson Reuters products.
• Enterprise-grade security, including SOC 2 Type II compliance.

No Checkpoint subscription is required. CoCounsel Tax Essentials uses Checkpoint content behind the scenes to ground answers in authoritative tax information, but it does not include access to the Checkpoint Edge research library. If you already have a Checkpoint subscription, CoCounsel can link to content within your existing subscription level. If you don't, you'll still receive citation-backed answers without needing direct Checkpoint access. Note that CoCounsel Tax Essentials is designed to complement existing tax tools, not replace them — some advanced Checkpoint features such as deep research tools, eForms, and state comparison charts are not included.

Yes. You can add the Tax Research module to unlock deeper research capabilities and the full CoCounsel Tax experience. The add-on is priced per user, so only the users who need advanced research require it. CoCounsel Tax Essentials is currently available for tax workflows only; audit and accounting versions are not yet available.

Yes. CoCounsel Tax Essentials uses enterprise-grade security and meets professional services compliance standards, including SOC 2 Type II controls.