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[H1] Tax and accounting software and research solutions
Explore our tax, accounting, and research solutions to help manage both day-to-day tasks and future growth

[H2] Tax, audit, and accounting

Expand your team’s capabilities with premier tax and accounting software and research solutions.

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[H2] International trade and supply chain

Communicate, manage, and track your partners within the global supply chain to identify any risks to remaining compliant.

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[H2] Tax, audit, accounting and trade solutions

Take advantage of our groundbreaking software to help make your business a one-stop, full-service resource.

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[H3] UltraTax CS

Professional tax software for tax preparers and accountants, including a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.

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[H3] CoCounsel Tax

Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.

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[H3] ONESOURCE Determination

Use our market-leading global tax determination software to automate tax calculations. Report on sales and use tax, GST, VAT, and excise tax using the latest rates and rules.

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Whether you're looking for tax and accounting or international trade and supply chain solutions, uncover products that will give your organization the boost it needs.

Agentic AI
Audit & accounting
Data & document management
Estate planning
Financial planning & analysis
Practice management & growth
Professional development & education
Tax planning & preparation
Tax research & guidance
Customs & duties management
Global trade compliance & management
Product & service classification
Supply chain & procurement technology

[H2] Tax and trade insights

Stay updated with our regularly published tax and trade tips and advice.

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TAX
[H3] What the One Big Beautiful Bill Act means for the 2026 tax season

Be ready for more complex 1040 prep

TRADE
[H3] 5 global trade trends impacting US importers and exporters

Learn how to navigate this new reality

AI
[H3] A data security checklist for tax firms using AI

Don't lose decades of client trust overnight

[H2] Questions about our products and services? We’re here to support you.

Contact our team to learn more about our tax, audit, and accounting solutions.

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[H1] CoCounsel Tax

Deliverables in hours and expertise at scale — AI tax professionals count on

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Meet CoCounsel Tax

[H2] Get your time back, prevent burnout, and deliver quality work

[H3] Expertise made accessible

Allow team members to quickly access reliable information from sources like Thomson Reuters Checkpoint, the IRS Code, and government web sources, which enable faster learning, improved work quality, and reduced need for supervision. New hires become productive sooner, minimizing interruptions and balancing workloads.

[H3] Time saved on daily tasks

Finish tax research in minutes and promptly handle urgent client requests without sacrificing other tasks. Teams maintain service quality, reduce overtime, and support a better work-life balance. See how much time your firm could save with the CoCounsel Tax ROI Calculator.

[H3] One workspace, less distractions

Combine Checkpoint, SharePoint, and your firm's documents in one workspace to streamline research, analysis, and documentation. Teams can focus on key tasks without switching between multiple apps, reducing mental fatigue.

Capabilities

[H2] One integrated workspace, meaningful results

Ask

Analyze

Automate

Access

[H3] Faster research with trusted sources

Access Checkpoint, IRS code, and government web sources with authoritative citations.
Answer complex questions in minutes instead of hours.
Reduce research time while maintaining accuracy and defensibility.

[H3] Efficient document review and deliverables

Upload and analyze multiple documents simultaneously.
Generate professional client deliverables with consistent formatting and proper citations.
Reduce review cycles and save hours per document.

[H3] Standardized workflows for your team

Complete multistep tasks with guided templates and agentic AI.
New team members become productive and add value quickly.
Reduce interruptions for senior staff and balance workloads.

[H3] Centralized knowledge, less tool-switching

Research, analyze, and collaborate in one workspace integrated with Checkpoint, SharePoint, and firm systems.
Eliminate constant application switching and reduce mental fatigue from tool management.

[H3] See how CoCounsel saves time on everyday tax work

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Use cases

[H2] Transform your tax processes with CoCounsel Tax

[H3] Fast, defensible answers for tax research

Find the controlling code, regulations, and guidance with citations you can trace — all in the time it used to take just to get started.

[H4] Pin down the controlling authority

Ask a question in plain language and surface the relevant code sections, regulations, rulings, and guidance, each with a citation back to Checkpoint and primary sources. Stop hunting across tabs for the section you half-remember.

[H4] Stay current on what changed

Get up to speed on energy-related tax incentives like §179D and §45L or new accounting standards like IFRS 18 without digging through lengthy updates. Authoritative citations are included to validate exactly what applies.

[H4] Resolve technical questions with confidence

Work through complex issues, such as passive activity limits, the at-risk basis, and multistate scenarios. Then, see the source behind every answer, so you can stand behind your conclusions during review or client delivery.

[H3] Turn documents into answers

Upload a return, a K-1, or a client file and ask questions directly to help you understand the file without reading every page line by line.

[H4] Interrogate a return, not just read it

Upload tax return documents and supporting schedules to identify key items, carryforwards, limitations, and areas that may require review.

[H4] Analyze partnership and S corp details

Analyze returns — including K-1s, capital account information, distributions, and supporting workpapers — to identify inconsistencies or areas requiring follow-up.

[H4] Ramp up on unfamiliar work fast

Take over a client mid-engagement or review a prior-year return you didn't prepare by uploading documents and asking to summarize what was claimed, what was carried forward, and what appears unusual — so you can move forward with confidence.

[H3] Build confidence in your tax position before advising

Explore options, test assumptions, and validate your reasoning against an authoritative source before you commit to a position.

[H4] Identify tax savings strategies

Compare planning paths in order to evaluate entity structures, S corporation elections, or transaction approaches side by side — with the authority supporting each path. Identify trade-offs, assumptions, and issues to resolve before presenting a recommendation to the client.

[H4] Pressure test strategies and structures

Stress-test a position by working through complex areas such as cost segregation, research and development (R&D) credits, succession structures, and transaction planning. This capability allows you to identify gaps, missing authority, contrary considerations, or stronger alternatives.

[H4] Strengthen positions before you present

Bring your complex questions involving multistate issues, basis, estate planning, or entity structuring, and test your conclusions against authoritative content before finalizing your position.

[H3] Join the thousands of firms saving 32% of their time with trusted Thomson Reuters content and authoritative citations¹

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Testimonials

[H2] Real results from tax professionals using CoCounsel

“With (CoCounsel) AI, and our ability to automate what we do, we're able to accomplish the same tasks and compete against much larger firms.”
Rich Marlatt
Owner & CIO, BLISS 1041

“(CoCounsel) is one of the coolest and easiest products that we've seen come out and I wouldn't endorse a product if I didn't use (it.)”
Mark June
Managing Partner, June CPA

“The conversation piece of CoCounsel is phenomenal. It's like having access to my brain to draft an email.”
Michael P. Butrica
Founder & Principal, Butrica Ployd & Associates

Insights

[H2] Explore a collection of resources and customer stories designed to keep you informed and inspired

Case study

[H3] How Jansen & Company CPAs delivers higher‑value tax advice with CoCounsel Tax

Discover how Jansen & Company CPAs empowers teams to work faster, think deeper, and deliver more confident tax guidance — no matter the complexity.

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Case study

[H3] Elevating audit and advisory work with CoCounsel Tax & Audit

Harris, Hardy & Johnstone, PC turns hours of manual review and research into minutes — improving responsiveness, confidence, and client experience.

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Case study

[H3] How PSK LLP accelerates tax research and client guidance with CoCounsel Tax

Description: See how PSK LLP answered a months-delayed tax research task in under 5 minutes — and now uses CoCounsel Tax daily to create citation-backed, client-ready guidance faster.

Read case study

[H2] Frequently asked questions

What makes AI tax software effective for professionals?

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.

How can I use artificial intelligence for tax research?

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:
Conduct thorough tax research using authoritative sources like the IRS code and Checkpoint Catalyst.Analyze complex tax scenarios, including entity classification and pass-through entity taxation.Identify potential tax-savings opportunities, such as cost segregation studies.
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.

Is CoCounsel Tax secure?

Yes. We’ve designed CoCounsel Tax with security in mind, ensuring that your client data and research are protected.

Can CoCounsel Tax work with my existing workflows?

Yes. We’ve designed CoCounsel Tax to operate seamlessly with your existing tools and processes, streamlining your tax research and planning workflows.

How can CoCounsel Tax help me improve my tax practice?

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.

¹Results are based on self‑reported estimates from a survey conducted from November to December 2025. They have not been independently verified and may not represent the entire CoCounsel user base or all use cases, industries, firm sizes, or geographies. Past results do not guarantee future outcomes; individual results may vary. No specific level of performance, efficiency, or time savings is promised or guaranteed. Any percentages, averages, or similar figures are provided for informational purposes only and do not constitute a warranty, guarantee, or representation of typical results.

[H2] Questions about CoCounsel Tax? We're here to support you.

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[H3] CoCounsel Tax support

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[H3] Already a customer?

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[H1] Our products

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[H2] Questions about our products and services? We’re here to support you.

Contact our team to learn more about our tax, audit, and accounting solutions.

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[H3] Need help?

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[H1] HS & ECCN classification software

[H2] Ensure compliance with ONESOURCE Global Classification AI

Enable your team to accurately assign codes and duty rates for Harmonized System (HS) and Export Control Classification Number (ECCN) classifications

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[H2] Classify traded products supported by content from over 220 countries

[H3] Use AI to streamline product classification
Optimize your classification process with fast, accurate, and standardized HS code suggestions, complete with confidence scores and similarity suggestions.

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[H3] Efficiently prepare for tax audits
Stay organized for customs audits by maintaining a complete trail of global trade transactions, which can be downloaded and shared with internal stakeholders and customs authorities. Attach documentation to individual product records to easily support classification decisions.

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[H3] Ensure a consistent and repeatable HTS and ECCN classification process
Easily generate and share product information by creating single or multiple instances of the product database, eliminating the need for spreadsheets and disparate systems and increasing the consistency and accuracy of import and export processes.

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Have questions?
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[H2] Improve product classification accuracy and efficiency

Stay on top of regulatory changes
Manage new, retired, and changed HS numbers and Other Government Agency (OGA) requirements to ensure parts remain accurately classified.

Save time on product classification
Save time by automating the tracking of activities, setting up tasks for product classification, and assigning them to your team.

Simplify classification reporting
Leverage standard, out-of-the-box reports, queries, and scorecards to assist in data analysis and workflow management.

[H2] Corporations trust Global Classification AI

[H3] Hear from our customers
Georgia-Pacific reduced the time spent on product classification by 50% with ONESOURCE Global Classification AI.

[H2] Compete confidently in an evolving global trade environment

[H3] Access the most accurate data
Unlock content updated daily by a team of 200-plus researchers monitoring over 1,300 sources across more than 220 countries.

[H3] Anticipate the future
Use AI to stay ahead of regulatory and tariff changes and proactively identify classification challenges before they become problems.

[H3] Reduce risk
Mitigate financial penalties and supply-chain disruptions by ensuring compliance with evolving global trade regulations.

[H2] Discover related products

ONESOURCE Global Trade Content

Manage regulatory information for importers and exporters with our global trade regulations software. Access the most current trade data available from over 220 countries and territories.

Learn more about ONESOURCE Global Trade Content

ONESOURCE Export Management

Manage compliance, dependencies, and shipping delays through a leading global export compliance and management software. Use this secure solution to align supply chains and automate processes at multiple levels.

Learn more about ONESOURCE Export Management

ONESOURCE Import Management

Accelerate the flow of information across a global supply chain with the leading global import compliance and management software. Manage import documents with end-to-end visibility in a centralized, secure database.

Learn more about ONESOURCE Import Management

Thomson Reuters

Do not sell or share my personal information and limit the use of my sensitive personal information