AI-powered tax research
Get accurate tax answers in seconds, not hours
CoCounsel Tax combines AI technology with trusted Checkpoint content to deliver precise, cited answers to your most complex tax research questions
Why tax professionals choose CoCounsel Tax
Ask complex questions — get clear, cited answers
Submit your tax research questions conversationally and receive clear, plain-language answers backed by citations from the IRS, case law, regulations, and Checkpoint's trusted content. Every answer includes embedded sources so you can verify with confidence.
Search across all authoritative tax sources in one place
Access a comprehensive tax research database that includes IRS guidance, federal and state tax codes, case law, regulations, and Checkpoint proprietary content. CoCounsel's search engine retrieves insights from multiple sources, eliminating searching across different platforms.
Analyze tax documents and Excel workpapers automatically
Upload tax returns, client documents, and Excel workpapers for instant analysis. CoCounsel processes large volumes of information, extracts patterns, identifies issues, and provides explanations — streamlining your workflow and enabling faster, data-driven tax decisions.
Trusted Checkpoint Edge content
Rely on decades of trusted Checkpoint tax research content, combined with advanced AI to deliver accurate, reliable answers you can depend on for client work and compliance.
Embedded citations
Every answer includes direct citations to source materials — IRS publications, tax codes, case law, and regulations — so you can verify information and maintain compliance standards.
Plain language explanations
Turn dense tax law into readable, defensible summaries your team can understand and your reviewers can verify — without losing the precision professionals require
Ready to transform your tax research process?
Faster research, stronger conclusions
Built for the complexity of tax research
Unlike generic AI tools, CoCounsel Tax is specifically designed for tax and accounting professionals. It reads and processes Excel files and PDFs with precision, understands tax terminology, and provides answers grounded in authoritative tax sources — not general internet content. With AI guardrails and transparent sourcing, you get reliable outputs you can trust for client work.
Trusted by tax professionals nationwide
Accelerate tax research
Join the tax professionals who report significantly faster research times using CoCounsel Tax, allowing them to dedicate more time to strategic advisory work and client service.
Built on trusted tax content
Access IRS guidance, federal and state tax codes, case law, regulations, and Checkpoint proprietary content — all searchable from one AI-powered platform.
Reduce compliance risk
Ensure every tax position is supported by authoritative sources with embedded citations and AI guardrails, reducing risk and strengthening client confidence.
See CoCounsel Tax in action
Request your free demo today
Discover how CoCounsel Tax can transform your tax research workflow. Fill out the form and a tax solutions specialist will contact you to schedule a personalized demonstration.