Beyond research: The complete AI tax tool evaluation checklist

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Justly Prudent achieves 5 times the ROI with CoCounsel

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CoCounsel Legal Integrate research, analysis, and drafting with professional-grade AI grounded in trusted Westlaw and Practical Law content.
Practical Law Deliver confident legal work with AI powered by more than 650 attorney-editors’ guides, templates, and checklists.
HighQ Accelerate legal delivery through secure collaboration, automated workflows, and AI-powered client engagement.
Legal Tracker Maximize legal efficiency while reducing annual spend through AI-powered matter management.

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Westlaw Advantage Move from research to strategy faster with agentic AI and comprehensive, verified Westlaw content.
Westlaw Edge Expedite complex legal research with AI tools that deliver precise, verified answers and strategic insights.

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CoCounsel Legal

Complete legal work faster with AI that unites research, analysis, and drafting in one seamless experience.

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CoCounsel Audit & Accounting Standardize audit workflows with AI-powered automation that delivers verifiable, citation-backed insights.
CoCounsel Tax Complete tax research and client deliverables faster using AI that centralizes trusted sources and firm data.
Guided Assurance Complete audit engagements efficiently and ensure compliance with automated software that identifies risks using AI.
Ready to Advise Turn client data into actionable tax strategies with AI that identifies opportunities and guides implementation.
Ready to Review Scale tax capacity with AI that automates 1040 return preparation and eliminates manual data-entry tasks.
SafeSend Automate intake, engagement letters, organizers, eSignatures, secure file transfers, and tax return assembly and delivery.

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CoCounsel Tax Complete tax research and client deliverables faster using AI that centralizes trusted sources and firm data.
ONESOURCE Determination Ensure accurate tax calculations across all systems with a certified, automated software for global indirect taxes.
ONESOURCE Income Tax File accurate corporate tax returns faster with trusted software for federal, state, and international compliance.
ONESOURCE Indirect Compliance Centralize indirect tax compliance with automated software for VAT, GST, and sales tax across all jurisdictions.
ONESOURCE Pagero Streamline e-invoicing compliance globally with integrated software that centralizes tax data and automates reporting.
ONESOURCE Tax Provision Expedite financial close with automated software that calculates tax estimates in seconds and streamlines reporting.

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CoCounsel Tax

Manage export compliance, screening, clearance, and documents in one workflow.

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ONESOURCE Foreign Trade Zone Management Maximize duty savings and improve cash flow with software that centralizes supply-chain data and automates compliance.
ONESOURCE Global Classification AI Automate trade compliance with an AI software that delivers fast, accurate product classifications for import and export.
ONESOURCE Global Trade Content Power global trade compliance with trusted content, rapid updates, and broad coverage.
ONESOURCE Denied Party Screening Minimize sanctions risk with automated denied-party screening across more than 750 global lists.
ONESOURCE Free Trade Agreement Management Reduce duties and simplify free-trade-agreement qualifications with less manual effort.
ONESOURCE Export Management Manage export compliance, screening, clearance, and documents in one workflow.

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Global Classification AI

Eliminate the complexity of global trade compliance with AI-powered Harmonized System (HS) code classification that's fast, accurate, and always audit ready.

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CLEAR Advance your investigations with trusted public-records technology that reveals critical connections in one platform.
CLEAR Investigate Surface critical connections faster with AI-driven research workflows integrated with premium public-records data.
CLEAR Adverse Media Screen for risky individuals and businesses with automated monitoring of adverse media across the globe.
CLEAR ID Confirm Verify identities faster with customizable software that delivers confidence scores across public-records data.
CLEAR Risk Inform Quickly identify risk with customizable assessment software that delivers calculated scores and adverse flags.
Fraud Detect Detect complex fraud schemes with machine-learning technology that delivers risk scoring and actionable insights.

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CLEAR Investigate

Surface critical connections faster with AI-driven research workflows integrated with premium public records data.

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Tax Quickfinder

Simplify tax research with quick-reference handbooks that deliver accurate answers in a concise, practical format.

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Westlaw Edge with AI-Assisted Research
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Westlaw Advantage with CoCounsel Essentials
CoCounsel Essentials
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Practical Law Dynamic Tool Set with CoCounsel Essentials

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Discover legal research and drafting tools designed to help solo practitioners and small firms compete and scale efficiently.

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Contact us about plans for law firms Discover the right plan for your law firm with the help of a knowledgeable sales representative.

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CoCounsel Legal

Complete legal work faster with AI that unites research, analysis, and drafting in one seamless experience.

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Practical Law Dynamic Tool Set with CoCounsel Essentials

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CoCounsel Tax Essentials Get started with AI for everyday tax work, designed for mid-market and small CPA tax and accounting firms.

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CoCounsel Tax

Manage export compliance, screening, clearance, and documents in one workflow.

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Westlaw Advantage with CoCounsel Essentials

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Access your entire professional library anywhere, anytime with the only e-reader platform built from the ground up for legal and tax professionals.

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Tax, audit & accounting professional services Achieve faster results with professional services that provide expert guidance and comprehensive product training.
On-demand learning Access flexible training modules that enhance product knowledge and accelerate professional productivity.
ONESOURCE University Maximize ONESOURCE value with comprehensive training that builds expertise and accelerates software proficiency.

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Beyond research: The complete AI tax tool evaluation checklist

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CoCounsel Tax & Audit

One powerful platform, Fiduciary-Grade AI™

CoCounsel Tax & Audit helps professionals handle more clients, deliver consistent work — built on Checkpoint content and PPC to meet your standards

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