Toronto, Ontario
2008
Enterprise (1,000+ employees)
CoCounsel Tax is a Fiduciary-Grade AITM assistant built specifically for accounting firms and tax professionals. Grounded in authoritative tax content, including Thomson Reuters Checkpoint® and primary tax authority, CoCounsel Tax helps firms accelerate research, analyze documents, draft client-ready deliverables, and standardize workflows while maintaining transparency through cited answers and source-backed results.
Accounting firms use CoCounsel Tax to answer complex tax questions, review and summarize returns and client documents, research federal and state tax issues, draft client communications, and create memoranda and other deliverables more efficiently. By combining trusted tax content, AI-powered document analysis, and workflow support in a single experience, firms can move from question to answer and from research to deliverable faster while maintaining confidence in the underlying sources.
CoCounsel Tax helps solve many of the challenges firms face today, including increasing workloads, staffing constraints, reviewer bottlenecks, inconsistent research quality, and growing demands for faster client service. Staff spend less time searching for information and more time applying professional judgment, while senior professionals spend less time reworking first drafts and more time delivering strategic guidance to clients.
For small and mid-sized firms, CoCounsel Tax helps expand capacity without adding headcount. For larger firms, it supports consistency across offices and practice groups through standardized workflows, reusable firm knowledge, and scalable research processes. Firms can also incorporate their own documents, policies, and knowledge alongside trusted Thomson Reuters content to help deliver more consistent outcomes across engagements.
CoCounsel Tax helps firms accelerate routine work, elevate the quality and consistency of client deliverables, and transform how expertise is scaled across the organization, creating capacity for higher-value advisory services and stronger client relationships.
Whether conducting technical tax research, analyzing client documents, responding to complex client questions, or developing staff expertise, CoCounsel Tax helps accounting firms work more efficiently, improve consistency, and deliver high-quality client service with confidence. Built on Thomson Reuters’ decades of tax expertise, CoCounsel Tax delivers Fiduciary-Grade AITM designed to help accounting firms scale knowledge, improve productivity, and provide trusted client service with confidence.
All Firm Sizes
Head of Tax / Tax Partner; Managing Partner / Firm Owner; Innovation Lead / Digital Transformation Lead; Technology Director / IT Lead
Tiered Pricing
Phone, Email
2025
$1,300/year for 1 user (CoCounsel Tax Essentials)
Discover how Jansen & Company CPAs empowers teams to work faster, think deeper, and deliver more confident tax guidance — no matter the complexity.
Harris, Hardy & Johnstone, PC turns hours of manual review and research into minutes — improving responsiveness, confidence, and client experience.
Partner, PSK LLP
Tax Partner, Copeland Buhl
Senior Tax Managing Director, Jansen & Company CPAs
The most effective AI tax software for professionals is typically offered as software as a service (SaaS), like CoCounsel Tax. This model ensures that users receive regular updates, expanded capabilities, and ongoing support, making it an ideal choice for staying current with evolving tax regulations and best practices. By providing continuous improvements and enhancements, this type of service helps tax professionals maintain accuracy, efficiency, and compliance in their work.
Leverage artificial intelligence with CoCounsel Tax, an innovative AI tax assistant that enables you to conduct comprehensive tax research, analyze complex tax scenarios, and identify potential tax-savings opportunities.
With CoCounsel Tax, you can:
By utilizing CoCounsel Tax, you can streamline your tax research process, reduce manual work, and improve the accuracy of your research — allowing you to focus on delivering high-quality advice to your clients and growing your practice.
Yes. We’ve designed CoCounsel Tax with security in mind, ensuring that your client data and research are protected.
Yes. We’ve designed CoCounsel Tax to operate seamlessly with your existing tools and processes, streamlining your tax research and planning workflows.
CoCounsel Tax provides accurate and reliable research, identifies potential tax-savings opportunities, and streamlines your workflows. By optimizing your operations, it allows you to focus on delivering high-quality advice to your clients.
