CoCounsel Tax
Deliverables in hours and expertise at scale — AI tax professionals count on
See it in action
Meet CoCounsel Tax
Get your time back, prevent burnout, and deliver quality work
Expertise made accessible
Allow team members to quickly access reliable information from sources like Thomson Reuters Checkpoint, the IRS Code, and government web sources, which enable faster learning, improved work quality, and reduced need for supervision. New hires become productive sooner, minimizing interruptions and balancing workloads.
Time saved on daily tasks
Finish tax research in minutes and promptly handle urgent client requests without sacrificing other tasks. Teams maintain service quality, reduce overtime, and support a better work-life balance. See how much time your firm could save with the CoCounsel Tax ROI Calculator.
One workspace, less distractions
Combine Checkpoint, SharePoint, and your firm's documents in one workspace to streamline research, analysis, and documentation. Teams can focus on key tasks without switching between multiple apps, reducing mental fatigue.
Capabilities
One integrated workspace, meaningful results
Faster research with trusted sources
- Access Checkpoint, IRS code, and government web sources with authoritative citations.
- Answer complex questions in minutes instead of hours.
- Reduce research time while maintaining accuracy and defensibility.
Efficient document review and deliverables
- Upload and analyze multiple documents simultaneously.
- Generate professional client deliverables with consistent formatting and proper citations.
- Reduce review cycles and save hours per document.
Standardized workflows for your team
- Complete multistep 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 collaborate in one workspace integrated with Checkpoint, SharePoint, and firm systems.
- Eliminate constant application switching and reduce mental fatigue from tool management.
See how CoCounsel saves time on everyday tax work
Use cases
Transform your tax processes with CoCounsel Tax
Fast, defensible answers for tax research
Find the controlling code, regulations, and guidance with citations you can trace — all in the time it used to take just to get started.
Pin down the controlling authority
Ask a question in plain language and surface the relevant code sections, regulations, rulings, and guidance, each with a citation back to Checkpoint and primary sources. Stop hunting across tabs for the section you half-remember.
Stay current on what changed
Get up to speed on energy-related tax incentives like §179D and §45L or new accounting standards like IFRS 18 without digging through lengthy updates. Authoritative citations are included to validate exactly what applies.
Resolve technical questions with confidence
Work through complex issues, such as passive activity limits, the at-risk basis, and multistate scenarios. Then, see the source behind every answer, so you can stand behind your conclusions during review or client delivery.
Turn documents into answers
Upload a return, a K-1, or a client file and ask questions directly to help you understand the file without reading every page line by line.
Interrogate a return, not just read it
Upload tax return documents and supporting schedules to identify key items, carryforwards, limitations, and areas that may require review.
Analyze partnership and S corp details
Analyze returns — including K-1s, capital account information, distributions, and supporting workpapers — to identify inconsistencies or areas requiring follow-up.
Ramp up on unfamiliar work fast
Take over a client mid-engagement or review a prior-year return you didn't prepare by uploading documents and asking to summarize what was claimed, what was carried forward, and what appears unusual — so you can move forward with confidence.
Build confidence in your tax position before advising
Explore options, test assumptions, and validate your reasoning against an authoritative source before you commit to a position.
Identify tax savings strategies
Compare planning paths in order to evaluate entity structures, S corporation elections, or transaction approaches side by side — with the authority supporting each path. Identify trade-offs, assumptions, and issues to resolve before presenting a recommendation to the client.
Pressure test strategies and structures
Stress-test a position by working through complex areas such as cost segregation, research and development (R&D) credits, succession structures, and transaction planning. This capability allows you to identify gaps, missing authority, contrary considerations, or stronger alternatives.
Strengthen positions before you present
Bring your complex questions involving multistate issues, basis, estate planning, or entity structuring, and test your conclusions against authoritative content before finalizing your position.
Join the thousands of firms saving 32% of their time with trusted Thomson Reuters content and authoritative citations¹
Testimonials
Real results from tax professionals using CoCounsel
“With (CoCounsel) AI, and our ability to automate what we do, we're able to accomplish the same tasks and compete against much larger firms.”
Rich Marlatt
Owner & CIO, BLISS 1041
“(CoCounsel) is one of the coolest and easiest products that we've seen come out and I wouldn't endorse a product if I didn't use (it.)”
Mark June
Managing Partner, June CPA
“The conversation piece of CoCounsel is phenomenal. It's like having access to my brain to draft an email.”
Michael P. Butrica
Founder & Principal, Butrica Ployd & Associates
Insights
Explore a collection of resources and customer stories designed to keep you informed and inspired
Case study
How Jansen & Company CPAs delivers higher‑value tax advice with CoCounsel Tax
Discover how Jansen & Company CPAs empowers teams to work faster, think deeper, and deliver more confident tax guidance — no matter the complexity.
Case study
Elevating audit and advisory work with CoCounsel Tax & Audit
Harris, Hardy & Johnstone, PC turns hours of manual review and research into minutes — improving responsiveness, confidence, and client experience.
Case study
How PSK LLP accelerates tax research and client guidance with CoCounsel Tax
Description: See how PSK LLP answered a months-delayed tax research task in under 5 minutes — and now uses CoCounsel Tax daily to create citation-backed, client-ready guidance faster.
Frequently asked questions
The most effective AI tax software for professionals is typically offered as software as a service (SaaS), like CoCounsel Tax. This model ensures that users receive regular updates, expanded capabilities, and ongoing support, making it an ideal choice for staying current with evolving tax regulations and best practices. By providing continuous improvements and enhancements, this type of service helps tax professionals maintain accuracy, efficiency, and compliance in their work.
Leverage artificial intelligence with CoCounsel Tax, an innovative AI tax assistant that enables you to conduct comprehensive tax research, analyze complex tax scenarios, and identify potential tax-savings opportunities.
With CoCounsel Tax, you can:
- Conduct thorough tax research using authoritative sources like the IRS code and Checkpoint Catalyst.
- Analyze complex tax scenarios, including entity classification and pass-through entity taxation.
- Identify potential tax-savings opportunities, such as cost segregation studies.
By utilizing CoCounsel Tax, you can streamline your tax research process, reduce manual work, and improve the accuracy of your research — allowing you to focus on delivering high-quality advice to your clients and growing your practice.
Yes. We’ve designed CoCounsel Tax with security in mind, ensuring that your client data and research are protected.
Yes. We’ve designed CoCounsel Tax to operate seamlessly with your existing tools and processes, streamlining your tax research and planning workflows.
CoCounsel Tax provides accurate and reliable research, identifies potential tax-savings opportunities, and streamlines your workflows. By optimizing your operations, it allows you to focus on delivering high-quality advice to your clients.
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 Tax? We're here to support you.
800-968-8900
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