What if AI could prep your returns, find hidden revenue, and handle your most complex tax work?
It can. And we're going to show you exactly how.
One platform. One demo. Three game-changing solutions:
- CoCounsel Tax: Forget "AI research tools." CoCounsel Tax is
your new go-to AI that actually finishes your work. It answers
complex tax questions instantly with Checkpoint's trusted
content, analyzes returns and IRS notices in seconds, drafts
client letters and responses automatically, and scales firm-wide
with reusable templates and AI workspaces. This is AI built for
tax professionals who bill by the hour and don't have hours to
waste.
- Ready to Review: AI agents work overnight extracting data,
catching errors, and flagging issues—so your team walks in to
review-ready returns. Two-week backlogs become same-day
wins.
- Ready to Advise: Upload any tax return. Watch AI instantly
surface Upload any tax return. Watch AI instantly surface tax-
saving opportunities with client-ready proposals and pricing. No
awkward fee conversations. Just pure, scalable growth. tax-
saving opportunities with client-ready proposals and pricing. No
awkward fee conversations. Just pure, scalable growth.
Ready to see your practice transformed? Register now—this demo will change how you think about tax season forever.
Busy on this time? Register anyway! We will send you a copy of the webinar recording to watch at your leisure after the event has aired.