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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| Industry-leading AI research | ||||
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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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| Compliance and support | ||||
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Advanced usage analytics
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Priority support
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SOC 2 security
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Included | Included | Included | Included |
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.