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Top 9 AI Tools for Accounting and Tax Professionals in 2026: Ranked by What Actually Saves You Hours
Sep 13, 2026 · 18 min read
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Thomson Reuters Checkpoint Edge
AI tax research with cited answers from Checkpoint content for tax professionals
Contact for pricing tax.thomsonreuters.com
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tax.thomsonreuters.com
Pricing
Contact for pricing
API
Yes
Platforms
Web
What is Thomson Reuters Checkpoint Edge?
Thomson Reuters Checkpoint Edge is the tax research content behind Thomson Reuters' AI tax tools. CoCounsel Tax uses it to answer tax questions and cites the Checkpoint sources each answer comes from. It belongs to the Thomson Reuters tax, audit and accounting lineup, next to products like UltraTax CS and ONESOURCE.
The entry-level plan on the pricing page, CoCounsel Tax Essentials, gives each user up to 20 citation-backed tax answers per week. It also covers document uploads, summaries, standard AI conversations, workspaces, collaboration and workflow automation. Thomson Reuters describes it as a daily tool for staff who prepare, review, organize or draft tax work.
It fits CPA and accounting firms, especially small and mid-market ones, that want to give AI help to many staff without paying for full research tools on every seat. Firms can upgrade individual users as their needs grow. Pricing is quoted through sales.
Key features
- AI tax answers grounded in Checkpoint content
- Citations showing the source of each answer
- Document upload and summarization
- Shared workspaces for team collaboration
- Workflow automation for everyday tax tasks
- Tax and accounting APIs through the Thomson Reuters developer portal
Use cases
Who it's for
Tax professionalsSmall and mid-market CPA firmsAccounting firm staff who prepare and review tax work
Answering everyday tax questions
Staff get answers to tax questions with citations to Checkpoint content, so they can check each source.
Reviewing client documents
Upload documents and get summaries to speed up review and preparation work.
Rolling out AI across a firm
Firms can give AI support to many users with the Essentials plan and upgrade individual users later.
Thomson Reuters Checkpoint Edge pricing
From the vendor's site, checked Oct 26, 2026; we re-check prices monthly. Prices change — confirm on their pricing page.
CoCounsel Tax Essentials
Custom
- Up to 20 citation-backed tax answers per user per week, grounded in Checkpoint content
- Document uploads and summaries
- Standard AI conversations
- Workspaces, collaboration and workflow automation
How Thomson Reuters Checkpoint Edge compares
- Thomson Reuters Checkpoint Edge has no free plan, while 1 of the 4 alternatives below has one.
- It offers an API, which none of the others do.
| Tool | Starts at | Free plan | Free trial | API | Open source | |
|---|---|---|---|---|---|---|
| TThomson Reuters Checkpoint Edge | Quote | — | — | — | ||
| B | Quote | — | — | — | — | Thomson Reuters Checkpoint Edge vs Bloomberg Tax |
C CPA Pilot | $29/mo | — | — | — | Thomson Reuters Checkpoint Edge vs CPA Pilot | |
I Intuit TurboTax / Intuit Assist | — | — | — | — | Thomson Reuters Checkpoint Edge vs Intuit TurboTax / Intuit Assist | |
P Pilot | $99/mo | — | — | — | Thomson Reuters Checkpoint Edge vs Pilot |
Compare 5 capabilities
| Capability | Thomson Reuters Checkpoint Edge | CPA Pilot | Intuit TurboTax / Intuit Assist | Pilot |
|---|---|---|---|---|
| Bill pay | — | — | — | |
| QuickBooks/Xero sync | — | — | — | |
| Reconciliation | — | — | — | |
| Forecasting | — | — | ||
| Human experts included | — |
Capabilities as stated on each vendor's own site; — means the site doesn't say. The closest alternatives in our directory by category. “Starts at” is the cheapest paid plan per month, as each vendor lists it.
Thomson Reuters Checkpoint Edge data and privacy
Trains AI on your content
Not stated
Data retention
Per enterprise records retention schedule, varies by Service and record type
“We retain personal information as required by our enterprise records retention schedule, which varies by Service, business function, country, record classes, and record types.”
Where data is stored
Global; may be stored in multiple countries, including the United States
“your personal information may be transferred outside of your home country and may be stored in and accessed from multiple countries, including the United States”
Security and compliance
None stated
From Thomson Reuters Checkpoint Edge's own privacy and security pages , checked Oct 28, 2026. We only show what the vendor states in writing; “not stated” means the pages don't say.
Who's behind Thomson Reuters Checkpoint Edge
- Company
- Thomson Reuters Corporation
- Based in
- Toronto, Canada
- Founded
- 2008
- Part of
- The Woodbridge Company
From Thomson Reuters Checkpoint Edge's own about, terms and privacy pages and Wikidata, checked Oct 28, 2026.
Pros and cons
Strengths
- Answers come with citations to authoritative Checkpoint content
- The Essentials plan is designed for firm-wide use
- Users can be upgraded as firm needs grow
Limitations
- No prices published; pricing requires contacting sales
- Essentials is capped at 20 citation-backed answers per user per week
- Checkpoint Edge is not listed among the products offering free trials or demos
Thomson Reuters Checkpoint Edge FAQ
How much does it cost?
The pages show no prices. Pricing for CoCounsel Tax Essentials is quoted by sales.
Who is CoCounsel Tax Essentials for?
Staff who prepare, review, organize or draft tax work, firms that want AI support for more users without full research tools, and firms new to CoCounsel.
Are there usage limits?
Yes. Each user gets up to 20 citation-backed tax answers per week grounded in Checkpoint content.
Does Thomson Reuters offer APIs?
Yes. Its developer portal lists tax and accounting APIs and an API catalog.
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Thomson Reuters Checkpoint Edge
Contact for pricing
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