CoCounsel: One agentic AI assistant for tax, audit, and accounting professionals
Streamline your workflows, enhance research, and ensure accuracy with CoCounsel — an AI-driven platform designed to automate complex tasks, accelerate document analysis, and standardize processes
Work smarter, faster, and with less risk
AI that executes, not just informs
Move beyond suggestions to completing real work with CoCounsel. Whether analyzing trial balances or drafting risk memos, our agentic AI performs tasks with the precision and context awareness your team expects.
Connected intelligence
Seamlessly integrate insights from Checkpoint, regulatory sources, firm knowledge, and third-party systems. Cocounsel ensures every answer is automatically grounded and accurate.
Insight at scale
Analyze documents faster and smarter. CoCounsel surfaces key insights, flags risks, and organizes content for effortless collaboration — so your team can focus on delivering value.
Discover an agentic-AI platform built specifically for the way you work
CoCounsel Tax
Expedite your tax process while staying compliant with an AI-powered assistant that:
- Elevates tax planning and advisory services, freeing senior staff to focus on the work that matters
- Delivers plain-language answers with citations so firms stay compliant and confident
- Connects Checkpoint tax content, Internal Revenue Code, firm documents, and AI — all in one seamless experience
CoCounsel Audit
Deliver end-to-end consistency with a high-quality audit solution built to:
- Reduce risk, rework, and review fatigue across your entire audit team
- Produce audit reports in less time while keeping up with current industry standards and regulatory requirements
- Integrate your internal audit methodology, firm templates, Checkpoint content, and workpapers into one intelligent workspace
CoCounsel Accounting
Enhance your firm's financial processes with a comprehensive platform designed to:
- Streamline your firm’s work product with consistent outputs, verifiable logic, and plain-language documentation
- Save time on tedious tasks, such as bookkeeping, reviewing workpapers, and summarizing financial data
- Integrate with your firm's knowledge and guidance by connecting templates, accounting policies, client files, and regulatory guidance
Discover how CoCounsel can work with you
Why firms trust CoCounsel
“I spent two hours researching an issue last night. This morning, I gained access to CoCounsel and I got a summary of everything I needed to know (that I had learned last night in my two hours of research) in about a minute. I am astonished.”
Owner
Mid-sized firm
“I used to spend an hour on this tax process, but with CoCounsel doing 80% of the work for me, I'm able to enjoy using judgment and reasoning when finishing the project since the mundane research is done for me.”
Tax partner
Top U.S. 100 firm