If your firm already lives in Thomson Reuters Checkpoint, CoCounsel Tax is the lowest-friction way to put generative AI on top of research you already trust.

What CoCounsel Tax actually is

Launched in April 2024 as “Checkpoint Edge with CoCounsel,” it layers the CoCounsel assistant (the agentic AI Thomson Reuters acquired via Casetext) onto Checkpoint’s editorial library. You ask questions in plain language and get answers with citations back to the Code, regulations and rulings, and you can upload returns or K-1s for analysis.

Pricing, in plain terms

Pricing is quote-based across four named tiers, and crucially it is not standalone — it rides on a Checkpoint subscription, so cost depends on your user count and Checkpoint tier. Specific dollar figures circulating on affiliate sites are not corroborated by Thomson Reuters and should be ignored.

Where it shines

The strength is provenance: answers are grounded in Checkpoint content with links to primary authority, and the assistant holds context across follow-up questions. For a firm standardised on the Thomson Reuters stack, it sits naturally beside existing UltraTax and Checkpoint workflows.

What to watch

There is no standalone access, no free tier, and coverage is narrow outside the US. I could not find a product-specific aggregate review score (the public ratings you’ll see are for the parent Checkpoint or the sibling CoCounsel legal product). Thomson Reuters’ own footnoted survey claims firms save roughly a third of their research time — a self-reported figure, not an independent audit.

My verdict

A safe, enterprise-grade choice for Checkpoint firms that do heavy primary-source research. If you’re not already in that ecosystem, weigh the bundled cost carefully against standalone alternatives.