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
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.
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.
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.
Ready to Advise
Turn analysis into clear recommendations and next steps with an AI-powered advisory solution.
Why firms trust CoCounsel
"CoCounsel has impacted my relationship with clients by giving me confidence in the answers I provide. It even suggests solutions I might not have thought of on my own."
Michael Jones
Principal, Freeman & Company, CPAs
“We were able to upload state tax templates that we already had and allowed CoCounsel to do the research for each one of 36 states. Instead of it taking several days for each state, it now only takes a few minutes for each state."
Rich Marlatt
Chief Information Officer, BLISS 1041
Frequently asked questions
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.
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.
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.
Yes. CoCounsel helps teams standardize workflows through templates and repeatable approaches — so work product is more consistent across staff, seniors, managers, and partners.
Request a demo to see CoCounsel in action and discuss how it fits your workflow, content sources, and rollout plan.
Questions about CoCounsel Tax and Audit?
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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