Firm Guidance and Policies
Our AI works with your firm guidance and policies, making sure CoCounsel speaks your language.
Big News: Materia is Now CoCounsel!
Materia has joined Thomson Reuters and is now CoCounsel – your trusted AI assistant for tax, audit, and accounting. Enjoy the same innovative AI with expanded resources and deeper expertise
Putting Accounting Knowledge to Work with AI
Accelerate your accounting and assurance practices with an end-to-end platform
Assistant
Analyze, Understand, Search and Standardize
Embedded Citations
Verify responses with embedded citations to the source knowledge
CoCounsel Integrations
Access knowledge from Suralink, Sharepoint and Box
Gateway To Your Knowledge
Independently audited for data security and privacy controls
Templates
Analyze, Understand, Search and Standardize
Create
Share
Customize
Edit, Modify and adapt AI-Powered templates for consistent, standardized work.
Document Workspace
Work with CoCounsel’s accounting AI to deep dive into your documents with a dedicated workspace
Multi-Stage Workflows
CoCounsel will generate the right questions for you, accelerating your document analysis
Automated Suggested Insights
Automate repetitive tasks across multiple stages, reduce errors, and develop your processes.
Review And Export
Mark responses as accepted or rejected. Edit the responses and export into Excel
CoCounsel links to data you need
Client Documents & Contracts
Ingest your client documents to accelerate your day-to-day work, applying knowledge directly to the task at hand.
Checklists
Read and create templates directly from your firm’s checklists, whether it’s reviewing board minutes or assessing a debt agreement.
Engagement Files
Search your engagement data for the answers to your hard-to-find questions, and make sure everything is up to date.
Select Authoritative Guidance
Explore the latest or most complex IRC, SEC, Checkpoint including Catalyst, PPC and WG&L content. Learn new topics and research the right way.
SEC Disclosures
Discover and search for disclosures rapidly, letting our AI search for the correct examples.
Internal revenue code
Access the Internal Revenue Code directly within CoCounsel, exploring it as you would any other standard.
More coming soon
We’re always adding further sources to CoCounsel’s knowledge. If you want to see something specific here, let us know!
CoCounsel Search Engine
Sources
IRC, SEC, Checkpoint including Catalyst, PPC and WG&L sources
Documents
Including integrations and documents within the library
Everything
Comprehensive search
Cocounsel Knowledge Base
Agentic AI Platform
All of CoCounsel relies on an AI purpose-built to generate accurate answers at scale for accounting workflows.
Bulk processing and agent planning
Our Agentic AI is designed to handle large-scale accounting workflows, from running templates to multi-stage planning
Accuracy
CoCounsel’s AI is constantly monitored and updated to utilize the latest and greatest generative AI models. Accuracy against accounting tasks.
Frequently Asked Questions
What makes CoCounsel different from other AI tools?
CoCounsel uses Agentic AI, which doesn’t just generate content—it executes multi-step tasks to streamline tax research, audit documentation, and compliance workflows
How does CoCounsel ensure accuracy in research?
CoCounsel pulls insights from trusted sources like Checkpoint, ensuring that every answer meets industry standards and compliance regulations.
Can CoCounsel integrate with my firm’s workflow?
Yes! CoCounsel seamlessly integrates into your existing accounting and audit platforms, enhancing efficiency without disrupting your processes.
Is CoCounsel secure?
Absolutely. CoCounsel is built with enterprise-grade security measures, ensuring your firm’s data remains compliant.
Still have questions?
Contact us