CoCounsel Tax & Audit
One powerful platform. Fiduciary-grade AI.
Introducing CoCounsel Tax & Audit — fiduciary-grade AI for professionals who prioritize accuracy, accountability, and trust. Automate tasks, accelerate document analysis, and standardize processes — all on one platform.
Unlock 32% time savings
Join the thousands of tax and audit firms already saving time on daily tasks with CoCounsel
Harness 12M+ expert sources
Built on trusted citation-backed content including IRS, FASB, GASB, AICPA, and IFRS
Go from hours to minutes
Spend less time researching and start delivering the expertise your clients need
Agentic AI that works like a partner
Gain your expert edge
With CoCounsel Tax & Audit, every professional – regardless of experience level – can handle more clients, deliver consistent work, and compete confidently. Built on authoritative Checkpoint content, advanced reasoning, and PPC methodology, CoCounsel is designed to meet the standards your work demands.
Choose the right CoCounsel solution for your firm
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Compare plans and features
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Checkpoint Edge access
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Checkpoint tax content
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Checkpoint audit content
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State charts
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Unlimited Checkpoint citations
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Artifact creation
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Knowledge base
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Shared workspaces
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Use and create templates
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Advanced usage analytics
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SOC 2 security
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Take CoCounsel Tax & Audit even further
Two powerful add-ons. One connected experience. Built to help tax and audit professionals get more out of CoCounsel.
Ready to Advise
Transform trusted insights into client-ready recommendations and scale advisory services with confidence.
Ready to Review
For teams needing to move from draft to review-ready with the speed, consistency, and confidence to defend their work.
Your AI advantage starts here. See what's possible with CoCounsel Tax & Audit.
See how CoCounsel Tax & Audit stacks up against the competition
GUIDE
How to choose the best AI tax tool
Not all AI tax tools are built the same. This guide offers a practical framework for evaluating today's top options, including CoCounsel Tax, Blue J, Bloomberg Tax AI Assistant, TaxGPT, and CCH AnswerConnect.
GUIDE
How to choose the best AI tools for auditors
AI is reshaping audit workflows — but the best tool goes beyond productivity. This guide compares leading options, including CoCounsel Audit, DataSnipper AI, Caseware, Inflo, and CCH Axcess Audit.
Calculate your firm’s ROI
Discover the real impact of agentic AI in minutes
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.
Ready to accelerate your tax and audit workflows with AI?
CoCounsel integrates seamlessly with your firm’s existing tech stack. No disruption, just results.
Schedule a personalized demo, and we’ll show you exactly how this platform delivers immediate time savings and ROI for practices like yours.
CoCounsel Tax / CoCounsel Audit Sweepstakes — Official Rules
Description: Complete the entry form above and a CoCounsel Demo during the Sweepstakes Period and be automatically entered for a chance to win complimentary access to CoCounsel Tax or CoCounsel Audit from July 1, 2026 to October 31, 2026.*
*(Subject to restrictions)
Sweepstakes Rules
THE SWEEPSTAKES PERIOD: The sweepstakes (the “Sweepstakes”) begins at 12:01 a.m. Eastern Time on May 18, 2026 and ends at 11:59 p.m. Pacific Time on June 15, 2026 (the “Sweepstakes Period”).
HOW TO ENTER: Complete the entry form on the sweepstakes landing page during the Sweepstakes Period and complete a demo of CoCounsel to be automatically entered into the Sweepstakes. When completing the form, Entrants (defined below) must select their preferred product: CoCounsel Tax or CoCounsel Audit from the drop down.
THE SPONSOR: Thomson Reuters, located at 19 Duncan Street, Toronto, ON, Canada, is the sponsor of this Sweepstakes. Thomson Reuters and its affiliates are referred to collectively as “Thomson Reuters.”
ELIGIBILITY: This Sweepstakes is open to tax, accounting, and audit professionals in one of the 50 states of the United States or the District of Columbia (each, an “Entrant,” and collectively, the “Entrants”). The Entrants must be the legal age of majority in their place of residence prior to the date of entry. Limit one entry per firm. Current Thomson Reuters CoCounsel Tax and CoCounsel Audit customers are not eligible to enter or win. Government employees must reference applicable rules regarding incentives and must disclose their eligibility to Thomson Reuters when contacted.
PRIZE: Each winner will receive complimentary access to CoCounsel Tax or CoCounsel Audit (as selected by the winner on the entry form) for the period from July 1, 2026 through October 31, 2026, for up to three (3) seats per winning firm (the “Prize”). Access will be provisioned following confirmation of eligibility and acceptance of applicable product terms.
WINNER SELECTION AND NOTIFICATION: Five (5) winners will be selected via a random drawing from among all eligible entries received during the Sweepstakes Period. Following closure of the Sweepstakes, Thomson Reuters will reach out directly to the selected winners to confirm their eligibility and coordinate access provisioning. Winners will be notified by email.
APPROXIMATE RETAIL VALUE: The approximate retail value (“ARV”) of each Prize is $4,500 per firm for CoCounsel Audit or $3,399 per firm for CoCounsel Tax.
NO WARRANTIES OR GUARANTEES: Thomson Reuters makes no warranties as to the nature, quality, or uninterrupted availability of CoCounsel Tax or CoCounsel Audit and provides access on an “as-is” basis. The Prize is non-transferable and has no cash value. Thomson Reuters reserves the right to substitute a prize of equal or greater value if the Prize becomes unavailable for any reason.
RELEASE: By entering, each Entrant agrees to release and hold harmless Thomson Reuters and its affiliates, officers, directors, employees, and agents from any and all claims, damages, or liability arising out of or relating to participation in the Sweepstakes or the receipt, use, or misuse of the Prize.
GOVERNING LAW: This Sweepstakes and these Official Rules shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of laws principles. Any dispute arising out of or relating to this Sweepstakes shall be brought exclusively in the state or federal courts located in New York County, New York, and each Entrant consents to the personal jurisdiction of such courts.
LIMITATION OF LIABILITY: Thomson Reuters’ total liability (whether in contract, tort, breach of warranty, or otherwise) in connection with this Sweepstakes will not exceed the ARV of a single Prize.
ODDS OF WINNING: Odds of winning depend on the number of eligible entries received during the Sweepstakes Period.
NAMES OF WINNERS: To obtain the names of the winners, send an email to megan.monaghan@thomsonreuters.com by December 31, 2026. Winner names will be shortened to preserve anonymity.
QUESTIONS: Any questions regarding this Sweepstakes should be directed to Megan Monaghan at megan.monaghan@thomsonreuters.com.
NO PURCHASE NECESSARY TO ENTER OR WIN. MAKING A PURCHASE OR PAYMENT OF ANY KIND WILL NOT INCREASE YOUR CHANCES OF WINNING. VOID WHERE PROHIBITED OR RESTRICTED BY LAW.