You Protect Your Clients. We Protect Your Data.
Security and privacy are at the core of everything we do. CoCounsel, part of Thomson Reuters, ensures your firm’s sensitive data remains protected while leveraging AI-powered automation for tax, audit, and compliance.
Compliance
Standards
SOC Type II Certified
AES-Encryption
TLS Secure Transmission
Overview of Our Security Posture
Secure with CoCounsel
CoCounsel follows strict data protection protocols, ensuring user data remains secure while leveraging AI driven automation for tax, audit, and compliance workflows
- Data encrypted in transit and at rest (TLS 1.2 & AES256).
- Strict access controls to prevent unauthorized usage.
- Data encrypted Zero retention API calls ensure no data is stored by third-party GenAI models.d in transit and at rest (TLS 1.2 & AES256).
Private AI
CoCounsel’s AI does not train on your data.
- No user data is shared with third parties.
- All AI interactions comply with strict privacy policies
- Your content, prompts, and outputs are NOT used to train AI models.
Enterprise Governance
Designed for tax, audit, and accounting.
- Granular access controls for data management.
- Full transparency over AI interactions and usage logs
- Customizable security settings to meet firm specific compliance needs
Why Firms Trust CoCounsel
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
Audit Senior Manager
(Top 100 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
(Top 100 US firm)
Anytime I run into a question that I either don't know off the top of my head or I just really want to double-check and make sure that I'm understanding the GAAP correctly.
Audit Senior Manager
(Top 20 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
Assurance Manager
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Anytime I run into a question that I either don't know off the top of my head or I really want to double-check and make sure that I'm understanding the GAAP correctly.
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
Audit Senior Manager
(Top 100 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
(Top 100 US firm)
Anytime I run into a question that I either don't know off the top of my head or I just really want to double-check and make sure that I'm understanding the GAAP correctly.
Audit Senior Manager
(Top 20 US firm)
Materia has genuinely saved me a lot of time.
Assurance Manager
Assurance Manager
Materia compiles the guidance, and it's kind of showing me where it's getting the answer from, and that's been really helpful.
CISO
top 20 firm
Materia has been and, I expect, will continue to be great partners.
Assurance Manager
(Top 20 US firm)
Anytime I run into a question that I either don't know off the top of my head or I really want to double-check and make sure that I'm understanding the GAAP correctly.
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