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CoCounsel Tax
Thomson Reuters AI assistant grounded in Checkpoint that answers tax questions with citations, reviews returns and drafts client deliverables.
| What the AI does | Fiduciary-Grade AI assistant with Checkpoint-backed cited answers; document upload and analysis; firm knowledge base; agentic multistep workflows; Ready to Review and Ready to Advise add-ons |
|---|---|
| Who it serves | Small CPA firms, Tax offices |
| Starting price | $1,300/user/yr (CoCounsel Tax Essentials) |
| Pricing model | Annual subscription |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Tax Research & Knowledge Assistants |
| Also fits | Tax Preparation & Review AI |
| Part of | Checkpoint Edge (Thomson Reuters) |
| Works with | UltraTax, SafeSend, Excel, SharePoint, OneDrive |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
CoCounsel Tax is listed as a fit for small and mid-size firms, and the vendor names small CPA firms and tax offices on its own site. The job it gets hired for: answering a tax question with citations you can check, and drafting the memo or client letter from it. It also fits the Tax Preparation & Review AI category.
What it costs
CoCounsel Tax starts at $1,300/user/yr (CoCounsel Tax Essentials), annual subscription. Ask the vendor about a trial when you reach out.
Good to know
CoCounsel Tax is Thomson Reuters' AI assistant for tax work, grounded in 12 million-plus Checkpoint documents, and the Essentials plan is one of the few incumbent AI products you can buy online: $1,300 per user per year for firms of up to 10 users, with unlimited assistant conversations, 20 Checkpoint-backed cited responses per user per week, document upload and analysis, a firm knowledge base of up to 10,000 documents and a template library. The Research tier adds full Checkpoint Edge access by quote, and Ready to Review (agentic 1040 prep) and Ready to Advise are add-ons. UltraTax CS and SafeSend connect; SOC 2 Type 2 is audited annually.
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