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CoCounsel Audit & Accounting

Agentic AI assistant for audit teams that reads engagement data and documents, reviews agreements and drafts workpapers with citations.

Visit tax.thomsonreuters.com

What the AI doesCoCounsel 3.0 agent for audit; multi-agent parallel processing; evidence linking at scale; document summarization, lease and revenue-agreement review, review-ready workpapers with citations
Who it servesSmall CPA firms
Starting priceQuote-based
Pricing modelQuote-based
Free trialNo
Best fitSmall firm, Mid-size firm
CategoryAudit & Assurance AI
Part ofThomson Reuters
Works withEngagement Manager, Suralink, Checkpoint
SOC 2Stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

CoCounsel Audit & Accounting is listed as a fit for small and mid-size firms, and the vendor names small CPA firms on its own site. The job it gets hired for: testing full populations, gathering evidence and building workpapers on the firm's own methodology.

What it costs

CoCounsel Audit & Accounting is priced by quote, so the demo is where you get a number tailored to your firm.

Good to know

CoCounsel Audit & Accounting is Thomson Reuters' agentic assistant for engagement teams, built on the CoCounsel 3.0 agent: it reads trial balances and documents, summarizes board minutes for audit-relevant items, extracts lease and debt-covenant terms, walks revenue contracts through the ASC 606 steps and drafts review-ready workpapers with citations to Checkpoint sources. Workspaces, multi-agent parallel processing and evidence linking are built in, with Engagement Manager and Suralink integrations. For firms of all sizes; priced by demo; SOC 2 compliant by design.

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