Checkpoint Edge with CoCounsel features
Get to know the most intelligent tax and accounting research tool
Increase productivity using Checkpoint Edge with CoCounsel — offering unmatched editorial expertise and the latest in generative AI
Perform research faster and achieve higher quality results with CoCounsel, a professional-grade GenAI assistant.
CoCounsel: Your GenAI assistant
Conquer simple or complex tax questions faster than ever without poring over multiple references, layers of content, or using additional sources. Through an intuitive interface, the gen AI assistant simplifies search using natural language and synthesizes information from across Checkpoint resources, giving you higher-quality results in less time.
Source validation
Increase confidence in AI-generated answers with citations and links to specific Checkpoint editorial content and source materials, making it easier to validate answer formation with a clear and defensible audit trail.
Scale resources
Provide junior staff with the resources they need to find trusted answers, allowing them to work more independently and effectively. This approach frees senior staff to concentrate on critical projects that add greater value to the organization, thus optimizing overall productivity.
Maximize your potential with Checkpoint Edge with CoCounsel
Tap into the expertise of internal and external subject-matter experts and editors whose sole focus is delivering relevant and precise analysis and guidance.
Comprehensive and authoritative content
Gain access to the most up-to-date and intuitively organized collections of standards, laws, regulations, case law, and agency guidance backed by our rigorous editorial processes.
Table of contents
Easily browse and search content sets by practice area. Get quick visibility into your search and retrieve the content and titles you need with front-end filtering and user-friendly functionality.
Trusted public sites
Tap into verified, reliable, and trusted public sites on Checkpoint Edge with CoCounsel, enabling simultaneous search and admission to IRS, AICPA, TEI, the Big 4, and comprehensive state tax agencies — all in one place.
Daily news and fast legislative analysis
Stay informed and get ahead with tax and accounting news delivered to your inbox each morning. Our on-the-ground journalists cover the latest developments from Congress, IRS, FASB, SEC, PCAOB, and other key players. Receive in-depth analysis of new tax legislation within 24 hours.
Unparalleled expert insights
Sift through the noise to find what really matters with plain-language explanations, practitioner insights, and practical examples. Checkpoint Edge with CoCounsel lets you quickly pinpoint issues, understand the scope and impact of new legislation, and create custom charts and checklists to fit your needs.
Recommended and related resources
Never hit a dead end in your research workflow! Checkpoint Edge with CoCounsel pairs in-depth analysis with related news, commentary, and recommended documents all on one page, so you can work confidently and examine all angles of an issue with ease.
Experience our award-winning, GenAI-powered content for yourself
Boost your research and save valuable time with the most extensive, up-to-date collection of tools, including document comparison, Advisory Maps, and a shared folder system.
Topic Summary Pages
Easily find your starting point when exploring a specific topic without much background or experience. With Topic Pages available in Checkpoint Edge with CoCounsel, you’ll get the most relevant resources to enhance your knowledge and expedite your research.
Advisory Maps
Confidently evaluate and determine the best options for your clients with an end-to-end process for delivering specific tax planning and advisory engagements. Named Winner of the 2024 Accounting Today Top New Products, Advisory Maps provides step-by-step guidance and implementation aids for every task and phase of the process.
State charts
State tax research starts in the charts with Checkpoint Edge with CoCounsel. Begin your research with multistate tax comparison charts for quick answers and save valuable time with one-click access to our State Tax Reporters for on-point primary law and editorial explanations.
Document comparison
Easily compare official documents from the past six years, including the Internal Revenue Code, treasury regulations, IRS rulings, procedures, and state statutes. You can work with Microsoft Word, Adobe Acrobat, or manual tracking.
Tax calendar
Set up calendars with the obligations you’d like to track with our simple step-by-step wizard. Select and personalize criteria such as the return type; calendar type, like fiscal or calendar year; and jurisdictions, including New York City, Puerto Rico, and the U.S. Virgin Islands.
Shared folders
Take your folder system to a new level. Users who save and organize their research documents in personal folders can now share documents at the account level with others who have access to Checkpoint Edge with CoCounsel.
Get more done with Checkpoint Edge with CoCounsel
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