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.
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Compare plans and features
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| Industry-leading AI research | ||||
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Checkpoint Edge access
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Included | Included | Not included | Included |
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Checkpoint tax content
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Included | Included | Included | Not included |
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Checkpoint audit content
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Included | Not included | Not included | Included |
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State charts
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Included | Included | Included | Not included |
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Unlimited Checkpoint citations
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Included | Included | Not included | Included |
| Agentic workflows | ||||
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Artifact creation
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Included | Included | Included | Included |
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Knowledge base
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Included | Included | Included | Included |
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Shared workspaces
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Included | Included | Limited | Included |
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Use and create templates
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Included | Included | Included | Included |
| Compliance and support | ||||
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Advanced usage analytics
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Included | Included | Not included | Included |
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SOC 2 security
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Included | Included | Included | Included |
Questions about CoCounsel? We're here to support you.
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