CoCounsel Tax
Deliver cited, audit-ready analysis with Fiduciary-Grade AI™ grounded in Checkpoint
See it in action
Meet CoCounsel Tax
Finding the answer is one step — documenting it, defending it, and acting on it is the work
Answers grounded in expertise
Give every team member access to trusted Checkpoint guidance, authoritative sources, and internal knowledge — maintained by more than 135 editors and over 500 specialists covering tax, accounting, and compliance. Junior staff, new hires, and senior practitioners can move faster with confidence.
Faster, defensible analysis
Complete complex research in less time while maintaining accuracy, citations, and audit-ready support. Let CoCounsel Tax handle the complex work, freeing senior staff to focus on judgment, strategy, and higher-value decisions. See how much time your team could save with the ROI Calculator.
One workspace for tax
Research, analyze, and document work without assembling inputs across multiple tools. CoCounsel Tax brings Checkpoint, SharePoint, and your own internal systems into one place, so you can focus on the key tasks.
Capabilities
One integrated workspace, meaningful results
Faster answers, better starting points
- Access Checkpoint, IRS code, and government web sources with full citations.
- Answer complex multijurisdictional questions significantly faster than manual research.
- Verify every answer with source references your team can defend.
Apply expert guidance to your specific scenario
- Upload and analyze multiple documents simultaneously.
- Surface relevant regulations, guidance, and potential issues with authoritative citations.
- Produce analysis your team can share with auditors or senior leadership without additional checking.
Automate recurring tax work
- Complete multistep tasks using guided templates built for tax workflows.
- Draft internal memos, technical positions, and regulatory summaries from a single prompt.
- Run the same analysis consistently across your team, with no variation in quality or approach, regardless of who runs it.
Centralize knowledge and reduce tool-switching
- Research, analyze, and collaborate in one workspace integrated with Checkpoint, SharePoint, and your organization's systems.
- Knowledge Base keeps your team's internal guidance and policies accessible alongside Thomson Reuters content.
- Eliminate the friction of managing research across multiple applications.
See how CoCounsel saves time on everyday tax work
Use cases
Put CoCounsel Tax to work for your team
Tax research and analysis
Handle complex research requests faster, with outputs your team can defend.
Answer multijurisdictional tax questions
Research federal, state, and cross-border issues with cited answers drawn from Checkpoint and IRS sources. Upload your entity data and get analysis shaped to your specific structure, not generic guidance.
Analyze transactions and restructuring scenarios
Evaluate S corporation conversions, partnership structures, or holding company arrangements against authoritative Checkpoint content, with citations attached.
Draft internal, technical memos
Produce analysis memos on complex positions with full source citations, ready for review by senior leadership or external advisors.
Tax compliance and reporting
Achieve consistent quality across compliance work, without the pressure of everything landing on the same few people.
Review complex tax positions faster
Upload supporting schedules and internal documents to identify issues like passive-activity limitations, at-risk basis calculations, or qualified business income (QBI) deduction errors.
Research technical compliance questions
Get cited answers on depreciation rules, energy credits, GILTI and FDII deductions, or IFRS 16 implementation requirements, drawn from Checkpoint's continuously updated content.
Analyze partnership and S corporation allocations
Flag inconsistencies, identify reporting issues before filing, and generate documentation for workpapers with supporting citations.
Tax planning and positioning
Build the analysis that supports your planning conversations — internally and with advisors.
Identify and document tax-savings opportunities
Research cost segregation studies, research and development (R&D) credits, energy incentives, or bonus depreciation options, with supporting analysis and estimated tax impact that your team can present to leadership.
Research entity conversions and transactions
Analyze mergers and acquisitions (M&A) tax planning or transaction structuring strategies with authoritative citations from Checkpoint, IRS, and government web sources.
Begin every conversation with the analysis already done
Build well-supported, documented positions on planning scenarios before you present to leadership or bring in outside counsel so your team's time with them goes further.
Join the in-house tax teams saving 32% of their research time with trusted Thomson Reuters content and authoritative citations¹
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.
CoCounsel Tax lets your team conduct thorough tax research, analyze complex tax scenarios, and identify potential tax savings opportunities — all grounded in authoritative sources.
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 across federal, state, and international tax positions.
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 enterprise-grade security. Your internal documents and research stay private — they are never used to train AI models or shared outside your organization.
Yes. We’ve designed CoCounsel Tax to work with your existing tools and processes, including SharePoint, so your team can adopt it without disrupting your current workflow.
CoCounsel Tax provides accurate, cited research; identifies tax-savings opportunities; and helps your team produce analysis and documentation they can defend. Your team handles more complex work internally and comes better prepared for conversations with senior leadership and external advisors.
¹ Results 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.
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