CoCounsel plans for tax and audit professionals

Choose the option that best suits your business

CoCounsel Tax & Audit

One AI platform for tax and audit professionals

  • Access both tax and audit content in a single, unified workspace

  • Support cross-functional firms with shared workflows and consistent outputs

  • Maximize return on investment ROI by standardizing how teams ask, analyze, automate, and access expertise

CoCounsel Tax & Audit


Access one AI platform that supports both tax and audit workflows in a single, unified experience.

CoCounsel Tax Research

Authoritative tax research grounded in Checkpoint

  • Get citation backed answers powered by trusted Checkpoint content

  • Navigate complex, multistate, and edge case tax issues with confidence

  • Turn research into defensible explanations and client-ready outputs

CoCounsel Tax Research


Unlock authoritative, citation backed tax research powered by Checkpoint for complex and high risk questions.

CoCounsel Tax Essentials

Everyday AI for modern tax workflows

  • Ask natural-language tax questions and get clear, practical answers fast

  • Analyze returns, workpapers, and firm documents without leaving your workflow

  • Experience fast time to value with an easy AI on-ramp requiring minimal setup

CoCounsel Tax Essentials


Get started with AI for everyday tax work, designed for mid-market and small CPA tax and accounting firms.

CoCounsel Audit

AI built for audit judgment, review, and defensibility

  • Ask audit-specific questions grounded in authoritative standards

  • Analyze workpapers and audit documents to surface risks and inconsistencies

  • Create reviewer-ready artifacts that support audit quality and consistency

CoCounsel Audit


Equip audit teams with AI designed for audit standards, work-paper analysis, and defensible review.

CoCounsel plans and features

Work smarter, faster

Accelerate complex tax and audit work with AI‑powered workflows designed for real‑world tax, audit, and accounting use cases.

Stand behind your results

Deliver tax and audit answers you can trust, grounded in authoritative content with transparent, citation‑backed reasoning.

Experience continuous innovation

Benefit from regular enhancements and new capabilities tailored to evolving tax, audit, and accounting requirements.

Ensure data is private and secure

Protect your firm’s data with enterprise‑grade security and privacy controls — it’s never used to train public AI models.

Compare plans and features
CoCounsel Tax & Audit

One AI platform for tax and audit professionals

CoCounsel Tax Research

For tax research, analysis, and confidence

CoCounsel Tax Essentials

Everyday AI for modern tax workflows

CoCounsel Audit

For audit judgment, review, and defensibility

Industry-leading AI research

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Agentic workflows

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Compliance and support

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