Tax professionals

Meet your all-in-one, AI-powered assistant

CoCounsel Tax combines agentic AI with trusted Checkpoint expertise to automate workflows, analyze documents, and deliver precise answers fast — are you ready?

AI you can rely on

Tax research you can trust

Tired of sifting through endless documents and second-guessing search engine results? CoCounsel Tax quickly delivers Checkpoint-backed answers — so you can make informed decisions with confidence.

Experience the value of CoCounsel Tax

Automate tedious tasks

Powered by agentic AI, CoCounsel Tax automates workflows, making decisions and executing tasks independently to reduce manual effort and minimize errors.

Work faster, work smarter

CoCounsel Tax accelerates your research by integrating multiple knowledge sources — including trusted Checkpoint content — eliminating time-consuming manual searches.

Analyze documents with ease

CoCounsel Tax uses AI-powered document analysis to process high volumes of information quickly and accurately, ensuring efficiency without sacrificing precision.

Why firms trust CoCounsel Tax

“I used to spend an hour on this tax process, but with CoCounsel doing 80% of the work for me, I'm able to enjoy using judgment and reasoning when finishing the project since the mundane research is done for me.”

- Tax partner, Top 100 Firm

Standardized processes

Ensure consistency and promote efficiency across teams with structured, reliable workflows.

Trusted answers, delivered fast

Get clear, AI-verified answers, empowering your firm to ensure compliance and reduce risk.

Built for tax pros

Access precise, trusted answers to your complex tax questions, backed by agentic AI technology and industry expertise.

Ready to see CoCounsel Tax in action?

Your all-in-one, AI-powered assistant is ready. Connect with a solutions expert today to discover how CoCounsel Tax can transform your firm’s workflow.

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