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CoCounsel Tax and Audit: AI professionals count on

Handle more complex tax and audit work with speed and control using an AI-driven platform designed to automate tasks, accelerate document analysis, and standardize processes

One connected experience, powered by agentic AI

Transform your work with capabilities across CoCounsel Tax and CoCounsel Audit that reduce time-to-answer, improve consistency, and enhance productivity.

Ask

Research complex questions using trusted sources with authoritative citations to ensure accuracy and reduce research time from hours to minutes.

Analyze

Upload and review documents and generate insights, saving hours per deliverable and ensuring consistent quality and error detection.

Automate

Streamline workflows with repeatable templates and speed up routine tasks across the firm, helping to reduce training time, scale expertise, and standardize processes.

Access

Centralize firm knowledge across clients, projects, and documents in a secure workspace — reducing key-person risk and keeping teams current as new integrations streamline onboarding and collaboration.

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 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, firm knowledge, and government web sources — all with authoritative citations.

Insight at scale

Analyze documents faster and smarter than ever before. CoCounsel surfaces critical insights, flags risks, and organizes content for effortless collaboration across your team — so they can focus on delivering strategic value.

CoCounsel for tax and audit professionals — built specifically for the way you work

CoCounsel Tax

Expedite your tax process while staying compliant with an AI-powered assistant that:

  • Elevates tax planning and advisory services, freeing senior staff to focus on the work that matters.
  • Delivers plain-language answers with accurate citations so firms stay compliant and confident.
  • Connects Checkpoint tax content, Internal Revenue Code, firm documents, and AI — all in one seamless experience.

Learn more about CoCounsel Tax

CoCounsel Audit

Deliver end-to-end consistency with a high-quality audit solution built to:

  • Reduce risk, rework, and review fatigue across your entire audit team.
  • Produce audit reports in less time while keeping up with current industry standards and regulatory requirements.
  • Integrate your internal audit methodology, firm templates, Checkpoint content, and workpapers into one intelligent workspace.

Learn more about CoCounsel Audit

Discover how CoCounsel can work with you

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.
Learn more about Ready to Review

Ready to Advise

Turn analysis into clear recommendations and next steps with an AI-powered advisory solution.
Learn more about Ready to Advise

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.

“CoCounsel has allowed us to add value to our clients and do things that would have taken a long time or wouldn't have done altogether.”

Kylie Lindsey
Partner, PSK LLP

“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.

Frequently asked questions

What is CoCounsel Tax and Audit?

CoCounsel is a secure, agentic AI platform by Thomson Reuters that brings trusted research, document analysis, workflow automation, and firm knowledge together in one collaborative workspace for tax and audit professionals.
What's the difference between CoCounsel Tax and CoCounsel Audit?

Both versions are part of CoCounsel Tax and Audit and share the same core capabilities. We’ve tailored CoCounsel Tax for tax workflows and research needs, and CoCounsel Audit for audit workflows and review-oriented tasks.
What are Ready to Review and Ready to Advise?

They are additional products that extend key workflow moments. Ready to Review supports review-heavy steps and consistency checks, and Ready to Advise supports turning analysis into clear recommendations and next steps.
Can workflows be standardized across teams?

Yes. CoCounsel helps teams standardize workflows through templates and repeatable approaches — so work product is more consistent across staff, seniors, managers, and partners.
How do I get started?

Request a demo to see CoCounsel in action and discuss how it fits your workflow, content sources, and rollout plan.

Questions about CoCounsel Tax? 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.

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