Tax and accounting solutions
CoCounsel: One agentic AI assistant for tax, audit, and accounting professionals
Streamline your workflows, enhance research, and ensure accuracy with CoCounsel — an AI-driven platform designed to automate complex tasks, accelerate document analysis, and standardize processes
CoCounsel is your trusted AI partner
Meet your all-in-one AI assistant
CoCounsel automates manual processes, reduces risk, and enhances accuracy across complex tasks so you can focus on high-value work that drives better outcomes for your firm and clients.
Smarter workflows with agentic AI
By breaking complex tasks into structured, more manageable steps, CoCounsel’s agentic AI intelligently guides each part of the process, ensuring seamless execution. Enhance workflow efficiency, gain precise and reliable answers, and empower your firm to maintain compliance while mitigating risk.
Accelerated research
Eliminate time-consuming searches with instant access to trusted knowledge sources, including Checkpoint content, client data, and proprietary firm insights.
Enhanced document analysis
Process and analyze large volumes of data with AI-powered precision to ensure consistency, compliance, and efficiency across teams.
Tailored for tax and accounting
Leverage CoCounsel’s agentic AI capabilities to interpret financial documents, automate compliance reporting, and streamline decision-making.
Discover how CoCounsel can work with you
Why firms trust CoCounsel
“Anytime I run into a question that I either don't know off the top of my head or I just really want to double-check and make sure that I'm understanding the GAAP correctly.”
Assurance Manager of a Top 20 U.S. firm
"It helps me at the Senior Manager level to have an idea of 'where to start' on more complex issues as well and is also faster for a quick check on something.”
Audit Senior Manager of a Top 100 U.S. firm