CoCounsel Tax, Audit & Accounting
While most AI makes tax, audit, and accounting firms faster, CoCounsel makes them faster and better — with Fiduciary-Grade AI™, review-ready deliverables, and workflows built around how you already work
One connected experience, powered by Fiduciary-Grade AI
Accelerate
Automate routine preparation and analytics — tax returns, audit workpapers, and research — so your team reviews expert work instead of creating it from scratch. Complete high-quality work faster, reducing manual effort and freeing time for higher-value activities.
Elevate
Turn every compliance engagement into opportunities for deeper advisory conversations. Surface insights, standardize expertise, and deliver trusted, defensible outcomes that strengthen client relationships and support higher-value advisory work.
Transform
Unify tax, audit, advisory, and research on one client record with an agentic platform. Preserve institutional knowledge, improve consistency across teams, and expand capacity without adding headcount.
Why firms trust CoCounsel
“[With CoCounsel] I know that I have the best tool to evaluate taxes, financial statements, [and] accounting services. That's what it’s there for.”
George Crowell
Partner, Harris, Hardy & Johnstone, P.C.
“The biggest advantage for us with CoCounsel is the ability to answer quick questions in a confident, documented, precise way for our clients.”
Linda Forde
Managing Partner, The Forde Firm
“With CoCounsel, I'm saving at least a half an hour on the engagement letters because I'm not having to go back and research if I've got the most up-to-date sample.”
Sam Brown
President, Sam Brown, CPA, Inc.
Work smarter, faster, and with less risk
AI that executes, not just informs
Move beyond simple suggestions to completing real work with CoCounsel. Whether analyzing trial balances or drafting risk memos, our agentic AI performs substantive tasks, executes code, and verifies calculations with the precision and context awareness your team expects.
Trusted sources, verified citations
Streamline your work within a secure, collaborative workspace. Seamlessly integrate insights from Checkpoint, IRS, FASB, GASB, AICPA, IFRS regulatory sources, Checkpoint Catalyst, PPC Guides, News & Update services, firm knowledge, and government web sources — all with authoritative citations.
Insight at scale
Analyze documents faster and smarter than ever before. CoCounsel brings together client information and engagement activity, surfaces critical insights, flags risks, and organizes content in a single destination for effortless collaboration across your team — so they can focus on delivering strategic value.
CoCounsel for tax, audit, and accounting professionals — purpose-built for how you work
CoCounsel Tax
Expedite tax work and uncover new opportunities with Fiduciary-Grade AI that:
- Helps professionals move from compliance work to higher-value planning and advisory services.
- Delivers transparent, defensible answers grounded in authoritative tax content.
- Connects research, firm knowledge, and AI on a unified platform designed to scale expertise.
CoCounsel Audit & Accounting
Deliver consistent, high-quality audit and accounting work with Fiduciary-Grade AI built to:
- Reduce risk, rework, and review effort across audit and accounting engagements.
- Generate reports, engagement documents, client communications, and other client-ready deliverables faster while supporting professional standards and regulatory requirements.
- Connect authoritative content, firm knowledge, methodologies, and workpapers in one unified experience.
Discover how CoCounsel can work with you
Calculate your firm’s ROI
See how many hours your team could reclaim each week with CoCounsel. Our interactive calculator estimates time and revenue savings based on your actual billable rates and task volume.
Extend your workflow with additional AI-powered products
Add targeted capabilities to support your firm and deliver greater client value.
Ready to Review
Accelerate review cycles and streamline your tax workflow with an intelligent automation solution.
Ready to Advise
Turn analysis into clear recommendations and next steps with an AI-powered advisory solution.
Frequently asked questions
CoCounsel is our Fiduciary-Grade AI intelligence platform built on authoritative Checkpoint content. It combines agentic AI agents that execute work — prepare returns, run audit analytics, and generate planning insights — with governed workflows that keep your firm in control. Every output is transparent, verifiable, and traceable.
Both share the same core CoCounsel platform. CoCounsel Tax is designed for tax workflows — research, calculations, and drafting. CoCounsel Audit & Accounting is built around audit and accounting engagements — workpapers, disclosure checklists, and consolidations.
Yes. CoCounsel helps teams standardize workflows through templates and repeatable approaches — so work product is more consistent across staff, seniors, managers, and partners.
Fiduciary-Grade AI is the Thomson Reuters standard for how AI should work in high-stakes professions. It is AI designed for professionals with duties of care and regulatory oversight — drawing on authoritative, domain-specific content; protected by rigorous privacy and security safeguards; shaped by subject-matter experts; and designed to produce transparent outputs that can be verified.
General-purpose AI is useful for broad productivity tasks. Fiduciary-Grade AI is designed for professional work where outputs may influence legal judgments, financial disclosures, regulatory filings, compliance decisions, or client advice. It emphasizes authoritative sources, privacy, expert involvement, and verifiable outputs.
No. Fiduciary-Grade AI is designed to support human judgment, not replace it. Professionals remain responsible for the advice they give, the decisions they make, and the work they sign off on.
CoCounsel Tax, Audit & Accounting undergoes an annual SOC 2 Type 2 audit, and reports can be found in the Trust Center product profiles.
No. Your user content, user prompts, and AI output:
- are not used to train or fine-tune any Thomson Reuters generative AI (GenAI) large-language models (LLMs)
- are not used to train or fine-tune any third-party GenAI LLMs
- are not used as an output for any third party or Thomson Reuters
- are not stored by any third-party GenAI LLM provider
Request a demo to see CoCounsel in action and discuss how it fits your workflow, content sources, and rollout plan.
Questions about CoCounsel for tax, audit, and accounting? We're here to support you.
800-968-8900
Or send your contact info and one of our sales representatives will contact you within one business day.
.png){kind=logo}
