Description
CoCounsel Tax is an AI-driven tool tailored for tax professionals, offering a comprehensive solution to streamline tax research and analysis. By integrating with trusted sources like Thomson Reuters Checkpoint, IRS Code, and government web sources, it allows users to access reliable information quickly, improving work quality and reducing the need for supervision. This tool is particularly beneficial for new hires, enabling them to become productive sooner and minimizing interruptions for senior staff.
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CoCounsel Tax excels in reducing the time spent on daily tasks, allowing teams to maintain service quality while supporting a better work-life balance. It combines Checkpoint and firm documents into one workspace, reducing distractions and mental fatigue associated with switching between multiple apps. This integrated workspace facilitates faster research with authoritative citations, enabling users to answer complex questions in minutes instead of hours.
The tool also offers efficient document review capabilities, allowing users to upload and analyze multiple documents simultaneously. This feature helps generate professional client deliverables with consistent formatting and proper citations, reducing review cycles and saving hours per document. CoCounsel Tax supports standardized workflows with guided templates and agentic AI, helping new team members add value quickly and balancing workloads across the team.
CoCounsel Tax is available in different plans, including CoCounsel Tax Research and CoCounsel Tax Essentials, catering to various needs of tax, audit, and accounting professionals. The tool ensures data privacy and security with enterprise-grade controls, making it a reliable choice for firms looking to enhance their tax processes with AI technology.
- CategoryAI Accounting Tools
- Pricing ModelSubscription
- DeploymentCloud
- PlatformsWeb
CoCounsel Tax's Core Features
AI-powered tax research
Integration with Checkpoint
Document upload and analysis
Standardized workflows
Authoritative citations
Efficient document review
Centralized knowledge workspace
Enterprise-grade security
How to use CoCounsel Tax?
Configure: Set up your workspace with Checkpoint integration
Use: Conduct tax research and analyze documents
Optimize: Streamline workflows and improve productivity
CoCounsel Tax's Use Cases
- Tax Research
- Document Analysis
- Workflow Optimization
- New Hire Support
- Client Deliverables
