From question to cited conclusion without the guesswork
Get deep tax research, memo drafting, and document review all in one place with CoCounsel Tax, built on Checkpoint's authoritative content
Corporate tax teams rely on speed and accuracy to navigate complex research — scattered guidance, constant regulatory change, and defensibility concerns slow them down
Search with precision; find the right answer faster
Tax research that should stay in-house too often doesn't — not because the question is beyond your team, but because finding a defensible answer takes longer than it should. CoCounsel Tax closes that gap. Get synthesized, cited answers drawn from Checkpoint's authoritative content so you can move directly from question to conclusion.
Apply guidance; draft defensible work product
Finding a source is not the same as having an answer. Work through multistep analyses autonomously and generate memos, position papers, and documentation grounded in cited Checkpoint sources.
Stay current; monitor changes proactively
Teams that rely on manual monitoring can risk missing material changes. Through Checkpoint Edge, you can set up saved searches, track specific case rulings, and receive alerts relevant to your business so your team isn't caught off guard at filing time or mid-transaction.
See the impact AI delivers to tax professionals
85%
of professionals say AI will have a high or transformational impact on their work in the next five years
35%
of CoCounsel Tax users report saving at least half their time on tax research
3.3x
more likely to see return on investment for organizations with a visible AI strategy versus those without
*Thomson Reuters Future of Professionals Report 2025: 2,275 professional respondents CoCounsel Tax user poll, December 2025
End-to-end tax research workflow
- Research
- Apply and draft
- Review
- Monitor
Research and orient
Ask the question you need answered.
What you can achieve by using CoCounsel Tax and Checkpoint Edge:
- Ask a question in plain language and receive a synthesized answer with citations to the specific Checkpoint sources it drew from.
- Draw on Checkpoint's comprehensive content library, including primary law like IRC, Treasury Regulations, IRS rulings, and court decisions; over 12 million expert-authored analysis pieces; and Checkpoint Catalyst's transaction-specific business tax research.
- Access U.S. international guidance, including tax treaties, transfer pricing rules, and GILTI/FDII analysis.
- Access multistate comparison charts covering up to 51 jurisdictions in a single step.
- Go deeper directly in Checkpoint Edge when you need to explore a topic further — included with every CoCounsel Tax subscription.
Apply guidance and draft your work product
Translate what the law says into what it means for your work — then turn that analysis into something you can use.
What you can achieve by using CoCounsel Tax:
- Describe your scenario and let CoCounsel Tax analyze it against Checkpoint guidance, surfacing applicable rules and identifying risks specific to your situation.
- Upload internal documents — such as contracts, prior filings, and internal memos — and apply research to your specific facts within a secure workspace.
- Upload an existing memo or project plan and ask CoCounsel Tax to replicate the structure with updated guidance or new facts applied.
- Draft memos, summaries, and position papers grounded in cited Checkpoint sources — directly from your research.
- Ask follow-up questions within the same conversation — CoCounsel Tax maintains context and builds on prior steps.
Analyze documents and standardize workflows
Review documents at scale and turn one-off analysis into repeatable team processes.
What you can achieve by using CoCounsel Tax:
- Use Workspaces to analyze single or multiple documents simultaneously — extract key provisions, identify issues, and review against a structured question set.
- Import existing checklists, use AI-generated question sets, or apply a template to create a repeatable workflow for systematically reviewing contracts, agreements, or regulatory filings.
- Use Templates to standardize repeatable research workflows — build once, then deploy across the team for consistent outputs.
- Export workspace outputs — such as questions, responses, citations, and review status — to Excel for documentation or further review.
- Share templates across the team so junior staff apply the same analytical framework as senior practitioners.
Stay current as the law evolves
Monitor regulatory changes proactively so your team isn't caught off guard at filing time or mid-transaction.
What you can achieve by using Checkpoint Edge:
- Set up saved searches and scheduled alerts on issues relevant to your business.
- Use the Tax Developments Wizard to surface relevant developments without manual scanning.
- Use Checkpoint Catalyst to conduct in-depth research on the implications of a specific legislative or regulatory change, focusing on the business tax topics and transactions most relevant to your team.
- Track specific cases or rulings with Citation Tracker and receive alerts when they are cited or superseded.
- Monitor pending legislation tied to specific IRC sections in real time with Bill Tracker.
- Receive daily email alerts by topic and jurisdiction, customizable to your team's areas of focus.
Use our tax research solutions to get to the answer faster
CoCounsel Tax
Handle the full research-to-documentation workflow with AI-assisted research across Checkpoint content, document analysis via Workspaces, and workflow standardization via Templates. CoCounsel Tax is built on Checkpoint's authoritative content, maintained by over 135 in-house editors and more than 500 subject-matter experts.
Checkpoint Edge
Access the trusted research library included with every CoCounsel Tax subscription. Use Checkpoint Catalyst for in-depth business tax research, multi-state charts, Tax Calendar, Bill Tracker, Citation Tracker, Credits & Incentives Pinpointer, SURTS lookup, and Compare It.
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Frequently asked questions
CoCounsel Tax uses retrieval-augmented generation (RAG), meaning every response is grounded in and cited to specific Checkpoint content, which is maintained by more than 135 in-house editors and over 500 subject-matter experts. It does not generate answers from the open internet or train on your confidential data.
No. User content and prompts are never used to train AI models.
CoCounsel Tax goes beyond research to complete multi-step tasks and produce finished work product, including memos, document analysis via Workspaces, and standardized workflows via Templates. Ask questions in plain language and get cited, actionable answers without needing to know where to look first. Users also get access to the full Checkpoint Edge platform, combining AI-driven task completion with one of the most comprehensive tax research libraries available.
CoCounsel Tax includes U.S. international tax coverage, such as treaties, transfer pricing, and GILTI/FDII guidance. It does not currently include non-U.S. domestic tax research, nor does it include IBFD or Orbitax content. Teams with broader international research needs can purchase IBFD and Orbitax content via Checkpoint Edge — though this content is not accessible within CoCounsel Tax.
Yes. Teams can upload existing checklists, build custom templates, and create reusable workflows. Workspaces support single and multidocument analysis at scale. A cost-effective professional services package is also available to help teams get set up if needed.