Does CoCounsel Tax train AI on customer data?

CoCounsel Tax's published policy says customer data is not used to train AI models. Thomson Reuters states that CoCounsel user content and prompts are not used to train or improve CoCounsel or LLMs, that third-party model providers are contractually barred from training on customer data, and that LLM calls use zero-retention APIs.

Does CoCounsel Tax have SOC 2?

We could not find an official CoCounsel Tax statement about a SOC 2 report.

Which accounting systems does CoCounsel Tax integrate with?

CoCounsel Tax does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does CoCounsel Tax cost?

CoCounsel Tax lists pricing starting at $1,300/year on its site, as of October 14, 2026.

What are alternatives to CoCounsel Tax?

Other tax research tools in this directory include Blue J, CCH Axcess Intelligence and TaxGPT.

Record verified October 14, 2026

CoCounsel Tax

CoCounsel Tax is Thomson Reuters' generative AI assistant for tax professionals. It answers tax questions with citations to Checkpoint content, the Internal Revenue Code and government sources, analyzes uploaded returns, K-1s and client files, and helps compare planning scenarios. It is offered to tax and accounting firms of all sizes, with a separate version for corporate tax departments.

Vendor site: tax.thomsonreuters.com (opens in a new tab)Compare with another tool

SOC 2: Unconfirmed
Trains on customer data: No
Human review: Human review
Pricing: From $1,300/year
Ledgers: None documented

What the AI does

Plain-language tax research answers citing Checkpoint, the Internal Revenue Code and government sources
Analysis of uploaded returns, K-1s and client files to spot carryforwards, limitations and inconsistencies
Comparison of entity structures and transaction paths to test planning positions
Shared workspace combining Checkpoint content with a firm's own documents
Drafting of cited technical memos (corporate version)

Summarized from tax.thomsonreuters.com.

Facts, checked against the source

Category: Tax researchSource: tax.thomsonreuters.com (opens in a new tab)
Built for: CPA firms, EnterpriseSource: tax.thomsonreuters.com (opens in a new tab)
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft DynamicsAlso documents: Checkpoint, SharePoint.
Pricing: From $1,300/year$1,300.00/year (CoCounsel Tax Essentials, single user, billed annually)Source: tax.thomsonreuters.com (opens in a new tab)
Free plan: NoThe vendor's pricing shows no free plan.Source: tax.thomsonreuters.com (opens in a new tab)
SOC 2: UnconfirmedWe could not find an official statement either way.
Trains on customer data: NoThomson Reuters states that CoCounsel user content and prompts are not used to train or improve CoCounsel or LLMs, that third-party model providers are contractually barred from training on customer data, and that LLM calls use zero-retention APIs.Source: thomsonreuters.com (opens in a new tab)
Human review: Human reviewThomson Reuters presents CoCounsel Tax answers with source citations so users can check and validate their reasoning against authoritative content before committing to a position.Source: tax.thomsonreuters.com (opens in a new tab)
Company: A Thomson Reuters product; Thomson Reuters is publicly traded (Nasdaq and TSX: TRI)Source: ir.thomsonreuters.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

CoCounsel Tax pricing: plans, fees and trial terms

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

CoCounsel Tax questions

Does CoCounsel Tax train AI on customer data?: CoCounsel Tax's published policy says customer data is not used to train AI models. Thomson Reuters states that CoCounsel user content and prompts are not used to train or improve CoCounsel or LLMs, that third-party model providers are contractually barred from training on customer data, and that LLM calls use zero-retention APIs.
Does CoCounsel Tax have SOC 2?: We could not find an official CoCounsel Tax statement about a SOC 2 report.
Which accounting systems does CoCounsel Tax integrate with?: CoCounsel Tax does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does CoCounsel Tax cost?: CoCounsel Tax lists pricing starting at $1,300/year on its site, as of October 14, 2026.
What are alternatives to CoCounsel Tax?: Other tax research tools in this directory include Blue J, CCH Axcess Intelligence and TaxGPT.