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CoCounsel Tax features

Tax work that stands up to scrutiny 

Complete complex work faster with the CoCounsel platform, combining Fiduciary-Grade AI™, trusted research, verified calculations, client-ready outputs, and connected workflows grounded in Checkpoint content

Agentic execution

Accelerate complex tax work with CoCounsel Tax. From research and analysis to calculations and client-ready deliverables, professionals move through the entire engagement life cycle faster.

CoCounsel 3.0 Agent

Generate analyses, calculations, spreadsheets, presentations, and first drafts that move projects forward faster while keeping professionals in control of review and final decisions.

Verified Calculations

Calculate complex taxes confidently, including depreciation, amortization, required minimum distributions (RMDs), qualified business income (QBI), threshold checks, and multiscenario comparisons. Cross-foot schedules and returns, flag discrepancies, and confirm every number before it reaches review.

Powerful Outputs

Create polished workpapers, reports, analyses, and client-ready deliverables using advanced calculations, reusable templates, and professional formatting without rebuilding work by hand.

Connected Tax Workflows

Bring research, calculations, documents, and deliverables together in a connected workflow — helping teams navigate complex tax engagements without manual handoffs, fragmented processes, or lost context between tasks.

Complete complex tax work faster with AI that helps execute, validate, and deliver

Have questions? Contact a representative.

Research and intelligence

Research with confidence using trusted Checkpoint content and authoritative citations. Understand the answer, validate the source, and turn trusted research into action faster.

Trusted tax intelligence

Perform complex tax work with confidence using trusted tax intelligence built on more than 12 million Checkpoint documents and over 680 expert editors, including former Big Four and IRS professionals.

Research you can verify and act on

Get citation-backed answers grounded in our trusted Checkpoint content and connect that research directly to the analysis and client work. Trust every answer, apply it with confidence, and move from authoritative guidance to action faster.

Review with confidence

Built-in transparency, auditability, and citations provide the confidence to review, validate, and stand behind every answer before it reaches a client.

Turn trusted tax research into confident action and defensible outcomes

Have questions? Contact a representative.

Client workspaces and firm collaboration

Connect research, documents, calculations, and deliverables in one place, so work doesn't get lost between preparation, review, filing, and advisory conversations.

Client and projects workspaces

Keep every memo, work paper, client document, calculation, and deliverable connected to the engagement, so teams can pick up where others left off without hunting through emails, folders, or disconnected systems.

Collaborative workspaces

Keep clients, conversations, deliverables, and project work together in a shared workspace to make it easier for teams to collaborate, stay aligned, and keep engagements moving forward.

Repeatable templates

Turn your firm's best work into repeatable templates for research, workpapers, calculations, and client deliverables, helping every engagement start with a proven foundation.

Connected systems and integrations

Connect CoCounsel Tax with the systems your firm already relies on into a connected workflow so teams can spend less time searching for information and more time deepening client relationships.

Keep every engagement organized, connected, and moving forward with CoCounsel Tax

Have questions? Contact a representative.