CoCounsel Tax, Audit & Accounting
Powerful Fiduciary-Grade AI™ that makes your time count for more
CoCounsel Tax, Audit, & Accounting is built for professionals who can't afford to be wrong. Automate the busywork, speed up document review, and standardize how your whole team works on one platform.
Unlock 32% time savings
Get a full day back, every week, for every person on your team
Harness 12M+ expert sources
Cite IRS, FASB, GASB, AICPA, and IFRS content, verified by 680+ expert editors
Go from hours to minutes
Cut research time from 3–5 hours to 15–30 minutes, freeing 3+ billable hours per engagement
Agentic AI that works like a partner
Gain your expert edge
Every person on your team gets an expert edge — junior staff included. CoCounsel is built on authoritative Checkpoint content and PPC methodology, with reasoning you can stand behind. That's what Fiduciary-Grade AI means.
What changes when the guessing stops
Accelerate
AI handles the routine work: research, calculations, document review. Your team gets a full extra day back, every week.
Elevate
Every return and every audit becomes a conversation starter, so that reclaimed time goes toward the advisory work your clients want.
Transform
Same team, more clients, higher realization rates — without adding headcount.
74%
of firms say their clients want them to act as a trusted advisor, not just a filer.
Source: Thomson Reuters State of Tax Professionals 2026 report
Take CoCounsel Tax, Audit & Accounting even further
Built to help tax and audit professionals get more out of CoCounsel.
CoCounsel Tax
Do the research. Draft the work
Tax questions don't wait for a slow afternoon. CoCounsel Tax is built for the moment a client calls mid-season and needs a defensible answer now, not a document to go read later.
- Verify answers against 12M+ authoritative Checkpoint sources.
- Generate calculations and first drafts, not just answers.
- Run depreciation, RMD, and threshold checks as exact code.
Discover CoCounsel Tax
CoCounsel Audit & Accounting
Research the standard. Draft the support
Auditors and accountants are held to the same standard: show your work, or it doesn't count. That standard shouldn't cost your team hours every time a conclusion needs backing.
- Ingest trial balances and flag anomalies before fieldwork.
- Cite FASB, GASB, AICPA, and IFRS from day one.
- Draft workpapers and disclosure checklists, ready for review.
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Ready to Review
Start your day at review, not at square one
Every 1040 season, firms lose hours to the same manual gather-and-prep grind before review even starts. Ready to Review exists to erase that grind, not add another tool to manage.
- Reclaim up to 84% of manual prep time.
- Trace every figure back to its exact source.
- Surface year-over-year changes so reviewers focus on judgment.
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Ready to Advise
Turn every return into your next conversation
Most firms already know what their clients need beyond the return, they just don't have time to package it into something billable. Ready to Advise closes that gap.
- Surface planning opportunities straight from client return data.
- Package planning ideas into client-ready advisory plans.
- Guide junior staff through advisory work, step by step.
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Your edge starts here. See what CoCounsel Tax, Audit, & Accounting can do
See how CoCounsel stacks up against the competition
Comparison
How CoCounsel Tax compares to other similar tools
When you have a duty to protect client data, not all AI is equal. See how CoCounsel Tax compares with BlueJ, Bloomberg Tax AI, and TaxGPT on citations, security, workflow automation, and more.
Guide
How to choose the best AI tax tool
Guide
How to choose the best AI tools for auditors
Calculate your firm’s ROI
See what agentic AI is actually worth to your firm — in minutes
See how many hours CoCounsel could hand back to your team every week. Our calculator estimates the time and revenue savings using your actual billable rates and workload.
Stop guessing. Start delivering.
CoCounsel combines authoritative Checkpoint content and AI to help tax & audit professionals create work they can trust, verify, and defend.
Schedule a personalized demo and we'll show you exactly how much time and ROI this platform can put back into your practice.
Fiduciary-Grade AI™-generated output must be reviewed by a qualified tax professional for accuracy, completeness, and appropriateness before filing or client delivery.