CoCounsel Tax

CoCounsel Tax is the Thomson Reuters Fiduciary-Grade AI workflow solution designed for tax professionals. It combines our trusted Checkpoint content, document analysis, calculations, and drafting capabilities to research complex tax questions, analyze returns and client documents, perform multistep tax work, and generate defensible client-ready deliverables.

CoCounsel Tax helps professionals research complex tax questions using AI-generated responses grounded in trusted Checkpoint content. Citations and supporting authority make it easier to validate conclusions and understand the rationale behind each answer.

Yes. With CoCounsel Tax, you can upload tax returns, schedules, spreadsheets, and client documents to compare tax scenarios, perform verified calculations, identify discrepancies, and surface critical insights.

Yes. Beyond SOC 2 compliance, we've built CoCounsel Tax with governance, permissions, and review controls designed specifically for tax workflows, and every AI-assisted output carries an audit trail that your team can review before it reaches a client.

Unlike a general-purpose AI tax tool, CoCounsel Tax is purpose-built for tax professionals, grounded in more than 12 million Checkpoint documents and reviewed by over 680 expert editors — including former Big Four and IRS professionals — so every answer comes with citations you can verify, not just plausible-sounding text.

Yes, we've designed CoCounsel Tax to fit into your existing workflows. It connects with other Thomson Reuters solutions, firm knowledge libraries, and connectors, helping firms combine tax research, client documents, and firm knowledge in a single experience while reducing context switching.

We've built CoCounsel Tax for tax and accounting firms of any size — from large, multi-office firms to small, single-office practices. It helps professionals research complex tax questions, analyze documents and data, perform calculations, and create client-ready deliverables with confidence.