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CoCounsel Audit

Scale expertise across your team with AI auditors count on

See it in action

Meet CoCounsel Audit

Handle busy season, support your team, and document with confidence

Expertise made accessible

Let team members quickly access authoritative resources such as Thomson Reuters Checkpoint, FASB, GASB, PCAOB, and ACIPA without frequent manager involvement. This access speeds up technical answers, reduces review notes, and minimizes repetitive questions.

Save time on everyday tasks

Complete complex audits in minutes, allowing teams to meet urgent client needs and deadlines efficiently. This helps maintain service quality, reduce overtime, and support work-life balance.

Document once, document right

Avoid repeated revisions of workpapers. Create well-cited documentation with clear conclusions and technical backing from the start. Centralize all research, standards, and engagement files in one workspace to eliminate switching between multiple platforms.

Capabilities

One integrated workspace for meaningful results

Faster research with trusted sources

  • Access FASB, GASB, PCAOB, AICPA, ASC, and IFRS with authoritative citations.
  • Answer complex accounting and auditing questions in minutes instead of hours.
  • Reduce time while maintaining accuracy and defensibility.

Efficient document review and workpaper creation

  • Upload and analyze multiple client documents simultaneously.
  • Generate professional audit workpapers with consistent formatting and proper citations.
  • Reduce review cycles and save hours per engagement.

Standardize workflows across the team

  • Complete multistep audit tasks with guided templates and agentic AI.
  • New team members become productive and add value quickly.
  • Reduce interruptions for senior staff and balance workloads.

Centralized knowledge, less tool-switching

  • Research, analyze, and document in one workspace integrated with your firm systems.
  • Eliminate constant application switching and reduce mental fatigue from tool management.
  • Preserve institutional knowledge across staff transitions.

Join the thousands of firms saving 32% of their time with trusted Thomson Reuters content and authoritative citations¹

Use cases

Centralize your audit process into one platform

Busy season and tight deadlines

Meet deadlines without sacrificing quality or sanity.

Answer technical questions during fieldwork

Research ASC standards and cite requirements in minutes, not hours, during fieldwork questions.

Document significant unusual transactions

Quickly create memos with ASC support for complex transactions, saving time during audits.

Prepare for manager and partner review

Anticipate review questions and document your conclusions with authoritative support. Reduce review notes and back-and-forth that extend busy season into May.

Industry-specific and governmental audits

Handle specialized engagements without the specialist on speed dial

Governmental and nonprofit audits

Review Uniform Guidance compliance, or GASB standards for specific transactions. Access guidance on major program determination, questioned costs, or single audit reporting without calling the firm's government audit specialist every time.

Industry-specific accounting

Navigate health care revenue recognition — charity care, capitation, or construction percentage-of-completion — or software revenue recognition. Research industry-specific guidance quickly during fieldwork.

Regulatory and compliance reporting

Research FDICIA requirements for financial institutions, HUD reporting for affordable housing, or specific regulatory frameworks. Generate compliant documentation and reports.

Peer review and inspection readiness

Build workpapers that withstand scrutiny

Document with authoritative citations

Support conclusions with ASC, AU-C, or PCAOB references for peer review.

Respond to review and inspection findings

Quickly research and add authoritative support to remediate peer review or PCAOB inspection notes.

Maintain firm quality standards

Ensure consistent documentation quality across all engagements. New staff learn to document properly from day one instead of developing bad habits that show up in peer review.

See CoCounsel in action with a personalized demo

Testimonials

Real results from audit professionals using CoCounsel

“I’m confident CoCounsel pulls from the most recent standards, so I’m ready for peer review.”

Sam Brown
President, Sam Brown CPA, Inc.

“CoCounsel has allowed us to add value to our clients and do things that maybe we would have put off or never done at all.”

Kylie Lindsey
Partner, PSK LLP

“I use CoCounsel almost every day — for research, tax questions, lease calculations, partnership agreements, and even drafting policies.”

Michael Jones
Principal, Freeman & Company CPAs

News

Learn about the latest developments in tax law and technology with CoCounsel Audit

Hutchinson and Bloodgood LLP embraces AI-powered workflow with Thomson Reuters advanced audit solutions

Hutchinson and Bloodgood LLP has partnered with Thomson Reuters to implement CoCounsel and Cloud Audit Suite, enhancing their audit workflow with advanced AI capabilities and improving overall efficiency.

View press release

Thomson Reuters ushers in the next era of AI with launch of agentic intelligence

Thomson Reuters launches agentic AI with CoCounsel, automating complex tasks in tax, audit, and accounting. It integrates firm knowledge, ensures transparency, and reduces workflow time.

View press release

Frequently asked questions

How can I use artificial intelligence for audit workflows?

CoCounsel Audit leverages artificial intelligence to streamline and enhance your audit processes. Here are some key ways to use AI for audits:

  • Tailored answers. Get precise, authoritative responses to technical audit questions.
  • Document summarization. Automatically compile and summarize essential information from client documents.
  • Scenario analysis. Analyze complex client scenarios for actionable insights.
  • Research and compliance. Conduct efficient audit and accounting research and review public company disclosures and accounting policies.
  • Agreement analysis. Examine specific agreements, such as leases, revenue recognition, and warrants for compliance and accuracy.
  • Consistency and efficiency. Ensure tasks are handled consistently with automated insights, reducing manual intervention.
  • Lease agreement evaluation. Instantly review lease agreements, extract key terms, and flag potential issues.
  • Variable consideration clauses. Identify and evaluate variable consideration clauses in SaaS contracts, highlighting specific clauses and ensuring compliance with ASC 606.

How will AI improve audit engagements?

CoCounsel improves audit engagements by providing verifiable outputs and streamlining real audit workflows. It automates repetitive tasks, such as analyzing trial balances, summarizing PDFs, and preparing risk assessments, allowing auditors to focus on higher-value activities and complex judgment calls. CoCounsel ensures consistency and reduces review cycles while integrating seamlessly with Excel and PDFs to support firm-approved processes and compliance with accounting standards like ASC 842 and ASC 606.

Can CoCounsel help with audit planning and risk assessment?

Yes, CoCounsel can assist with audit planning by providing relevant regulatory guidance, historical data, and best practices. It can also help in risk assessment by analyzing financial statements and identifying potential areas of concern.

Does CoCounsel support the creation and management of audit workpapers?

Yes, CoCounsel includes features for creating, organizing, and managing audit workpapers. It can automate the process of generating workpapers, ensuring they are accurate and compliant with regulatory standards.

How does CoCounsel ensure the security and accuracy of audit processes?

We’ve designed CoCounsel Audit with robust security measures to protect data, including being cloud-native and supporting remote workflows while ensuring data protection. For accuracy, it provides trustworthy, verifiable answers with plain-language explanations and citations from trusted sources such as Checkpoint, AICPA, FASB, GASB, firm templates, and audit methodologies. It integrates firm knowledge and supports real audit workflows, ensuring compliance with firm methodology and regulatory frameworks.

¹Results are based on self‑reported estimates from a survey conducted from November to December 2025. They have not been independently verified and may not represent the entire CoCounsel user base or all use cases, industries, firm sizes, or geographies. Past results do not guarantee future outcomes; individual results may vary. No specific level of performance, efficiency, or time savings is promised or guaranteed. Any percentages, averages, or similar figures are provided for informational purposes only and do not constitute a warranty, guarantee, or representation of typical results.

Questions about CoCounsel Audit? We’re here to support you.

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