CoCounsel Tax (Thomson Reuters)

CoCounsel Tax is the AI research assistant built into Thomson Reuters Checkpoint. It gives tax professionals a conversational interface to query the full Checkpoint content library: the Internal Revenue Code, Treasury regulations, IRS rulings and notices, federal case law, and a library of expert-written commentary. Each answer is sourced and links back to the primary authority so the reasoning is traceable and defensible.

Typical research tasks include checking the current rules on a deduction, summarising recent IRS guidance, or comparing treatment across states. The assistant handles follow-up questions in context, so a multi-step research path does not require restarting from scratch. Drafting support covers memo outlines and client-communication summaries built from the sources it retrieves.

CoCounsel Tax is available to existing Checkpoint subscribers and as part of broader Thomson Reuters Professional tier packages. It is most useful for small to mid-sized accounting firms that rely on Checkpoint for primary source research and want to reduce the time spent reading through dense regulatory text.

Pricing is bundled with Checkpoint subscriptions and is not published publicly. Firms need to contact Thomson Reuters to understand licensing costs, which depend on the number of users and the existing Checkpoint subscription level.