Checkpoint Edge with CoCounsel AI features and pricing (October 2026)

Checkpoint Edge is Thomson Reuters' tax and accounting research platform for CPA firms and tax departments. The CoCounsel layer adds a generative AI assistant that answers federal and state tax questions in a chat, with links to Checkpoint editorial content and source materials.

Checkpoint Edge combines Thomson Reuters editorial analysis with primary material such as Treasury regulations, rulings, procedures and state statutes, plus IRS, AICPA and TEI resources, daily tax news and multistate comparison charts. Advisory Maps give step-by-step guidance for recurring engagements. Thomson Reuters launched Checkpoint Edge with CoCounsel in April 2024 on Amazon Bedrock, and the AI-Assisted Research skill became generally available in the United States on July 22, 2024. The product targets small and midsize CPA firms and tax researchers.

• Answers tax questions in a chatAI-Assisted Research lets tax professionals ask questions in everyday language and returns a synthesized answer with links to Checkpoint Edge editorial content and source materials. Staff get a starting point in moments instead of reading through long result lists.
• Predicts results for full questionsCheckpoint Edge's search uses a machine learning algorithm trained on human-curated data to return targeted results for full-sentence, natural language questions. Researchers find the relevant explanation faster without guessing the right keywords or code sections.
• Re-sorts results by conceptConcept markers show related or useful concepts and re-sort results around them, and Snapshots give quick answers without opening several documents. This helps junior staff explore a topic they do not yet know well.
• Collects key sources per topicTopic Pages in Checkpoint Edge with CoCounsel gather the most relevant resources on a subject. Tax teams preparing for a new area, such as a state tax question, see the main sources together on one page.

• Answers link to Thomson Reuters editorial content and primary sources that firms may already license through Checkpoint.
• Includes Advisory Maps with step-by-step guidance and multistate tax comparison charts alongside the AI assistant.
• Focused on US federal and state tax research; the AI skill was released for the US market.

The AI research skill has been generally available in the United States since July 2024 and draws on Checkpoint editorial content on US tax law, including state comparison charts; Thomson Reuters is based in Toronto.

Checkpoint Edge covers US tax law, so it suits firms and departments with US obligations. Pricing is by quote; ask whether CoCounsel is included in your Checkpoint subscription or billed separately. The Thomson Reuters trust center publishes a global customer data processing addendum and a Checkpoint security profile with SOC 2 documents. Hosting region and SSO were not stated there, so ask how questions containing client facts are stored and logged.

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