# CoCounsel Review: Pricing, Features, Alternatives CoCounsel: Thomson Reuters AI assistant that answers tax questions from licensed Checkpoint content. Pricing from On request, SOC 2 yes (type ii), and how it compares to the alternatives, for US accounting and bookkeeping firms. Source: https://node8.ai/accounting-tools/tax-research/cocounsel/ --- [Accounting Tools](https://node8.ai/accounting-tools/) · [Tax Research](https://node8.ai/accounting-tools/tax-research/) # CoCounsel Strong Option · Thomson Reuters Thomson Reuters AI assistant that answers tax questions from licensed Checkpoint content [Visit CoCounsel](https://www.thomsonreuters.com/en/cocounsel) [All 13 tax research tools](https://node8.ai/accounting-tools/tax-research/) Best for Firms already inside the Thomson Reuters stack that want cited answers without buying full Checkpoint Edge Starting price On request SOC 2 Yes (Type II) Multi-factor auth Unconfirmed Ownership part of Thomson Reuters Integrates with Microsoft 365 The read ## What CoCounsel does Thomson Reuters sells CoCounsel as one AI assistant across its legal and tax lines, and the tax build ships in two shapes. CoCounsel Tax is the fuller product aimed at research and client deliverables. CoCounsel Tax Essentials is the entry edition written for mid-market and smaller CPA firms. Both take a question in plain language and return a written answer with citations, plus document upload with automated summaries and a single search that runs across firm documents and tax authority at the same time. A separate CoCounsel Audit and Accounting build handles assurance workflows. The thing that actually separates this from the independent AI research tools is what sits underneath. The Internal Revenue Code, the regulations, IRS releases and court opinions are public domain, so any startup can index them and cite them. Thomson Reuters is grounding answers in Checkpoint content, which is licensed editorial analysis that nobody else can index. Thomson Reuters states that Tax Essentials uses Checkpoint content without requiring a Checkpoint subscription, and describes the platform as SOC 2 Type II compliant. The trade-off is stated plainly on the vendor's own order page, and it matters. Tax Essentials provides up to 20 citation-backed answers per week, and it does not include access to the Checkpoint Edge research library. So when an answer cites a Checkpoint analysis document rather than a code section, the underlying document may not open. The Tax Research module is a paid add-on to unlock that. Pricing is a second problem for a small firm: there is no published rate anywhere, only an order form and a sales line, so a five-person practice has to sit through a quote before learning whether this is a few hundred dollars a seat or a few thousand. Against Checkpoint itself, CoCounsel Tax Essentials is the cheaper door into the same editorial library, with a weekly answer cap instead of a full research subscription. Against Marble and TaxGPT, the argument is authority: those tools cite primary law they indexed themselves, while CoCounsel can cite analysis a Thomson Reuters editor wrote and stands behind. Against Blue J, the comparison is narrower, since Blue J is also selling licensed content with an AI front end. Strong option rather than top pick, and the inherited tier holds. The content pedigree is the best in this category and the SOC 2 Type II position is documented. What keeps it off the top spot for a 2 to 50 person firm is the combination of quote-only pricing, the 20-answer weekly ceiling on the affordable edition, and the fact that the citations in that edition can point into a library the subscription does not open. Firms already running UltraTax or Checkpoint will find the buying decision easier than firms coming in cold. Capabilities ## What you get Citation-backed tax answers grounded in Thomson Reuters Checkpoint content CoCounsel Tax Essentials edition capped at 20 cited answers per week Document upload with automated summaries of client files and notices Unified search across firm documents and tax authority in one query Optional Tax Research module for deeper Checkpoint research Separate CoCounsel Audit and Accounting build for assurance workflows Pricing, security, integrations ## What it costs and what it connects to Thomson Reuters does not publish a price for CoCounsel; it is quoted per firm, usually on firm size or entity count. CoCounsel holds a SOC 2 Type II report. CoCounsel does not integrate directly with a general ledger. Beyond that: Microsoft 365. [Vendor pricing page](https://tax.thomsonreuters.com/en-us/products/cocounsel-tax/plans-pricing) · [Vendor security page](https://tax.thomsonreuters.com/en-us/products/cocounsel-tax/plans-pricing) Our rating ## Why we rate CoCounsel a Strong Option CoCounsel is rated Strong Option, alongside 6 other of the 13 tax research tools in this directory. A credible choice that wins on a specific fit rather than across the board — a price point, a niche, a workflow, or an integration the top picks do not cover as well. [How these ratings are decided](https://node8.ai/accounting-tools/methodology/). Same vendor ## More from Thomson Reuters ### [1040SCAN](https://node8.ai/accounting-tools/tax-workflow/1040scan/) Scan-and-populate OCR that turns 1040 source documents into workpapers and tax software input Dated ### [Accounting CS](https://node8.ai/accounting-tools/general-ledger/accounting-cs/) Firm-side write-up, trial balance and payroll ledger for accountants running many client books Dated ### [Accounting CS Payroll](https://node8.ai/accounting-tools/payroll/accounting-cs-payroll/) Multi-client batch payroll engine sold to firms that run payroll as a service line Dated ### [Thomson Reuters Checkpoint](https://node8.ai/accounting-tools/tax-research/checkpoint-ria/) Thomson Reuters tax research library built on RIA and PPC content, quoted per firm Strong Option Alternatives ## CoCounsel alternatives ### [Thomson Reuters Checkpoint](https://node8.ai/accounting-tools/tax-research/checkpoint-ria/) Thomson Reuters tax research library built on RIA and PPC content, quoted per firm Strong Option ### [CCH AnswerConnect](https://node8.ai/accounting-tools/tax-research/cch-answerconnect/) Wolters Kluwer tax library with editorial explanations, sold from $1,499 for the core tax package Strong Option ### [Bloomberg Tax Research](https://node8.ai/accounting-tools/tax-research/bloomberg-tax-research-bna/) Subscription tax library built around the Tax Management Portfolios, with chart and treaty tools Strong Option ### [Blue J](https://node8.ai/accounting-tools/tax-research/bluej/) Conversational tax research over a daily-updated primary source database with inline citations Top Pick ### [Marble](https://node8.ai/accounting-tools/tax-research/marble/) AI tax research with a browsable full-text federal and state tax code library Strong Option ### [TaxFigure](https://node8.ai/accounting-tools/tax-research/taxfigure/) AI tax research with inline primary-authority citations, metered by credits at $8 a seat One to Watch [Compare all 13 tax research tools](https://node8.ai/accounting-tools/tax-research/) Sources ## Where these facts came from Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026. ### [CoCounsel product overview](https://www.thomsonreuters.com/en/cocounsel) Retrieved 2026-09-08 ### [CoCounsel Tax Essentials plans and pricing](https://tax.thomsonreuters.com/en-us/products/cocounsel-tax/plans-pricing) Retrieved 2026-09-08 Keep browsing ## Other categories [Practice Management (49)](https://node8.ai/accounting-tools/practice-management/)[General Ledger & Bookkeeping (26)](https://node8.ai/accounting-tools/general-ledger/)[Tax Workflow & Document Automation (26)](https://node8.ai/accounting-tools/tax-workflow/)[Payroll & PEO (19)](https://node8.ai/accounting-tools/payroll/)[Tax Preparation (18)](https://node8.ai/accounting-tools/tax-preparation/)[Tax Planning & Advisory (13)](https://node8.ai/accounting-tools/tax-planning/)[Month-End Close Automation (11)](https://node8.ai/accounting-tools/close-automation/)[Proposals & Engagement Letters (9)](https://node8.ai/accounting-tools/proposals-engagement/)[Spreadsheet Reporting & Ledger Sync (6)](https://node8.ai/accounting-tools/spreadsheet-reporting/)[Tax Resolution & IRS Representation (6)](https://node8.ai/accounting-tools/tax-resolution/)[AI Meeting Assistants (5)](https://node8.ai/accounting-tools/meeting-assistants/) ## Got the stack, still doing the work by hand? 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