Marble vs. Thomson Reuters Checkpoint / CoCOUNSEL

Both help you research tax law. Only one gives you a simple, AI-native experience at a transparent price.

SOC 2 certified · No training 3rd party LLMs on client data · Circular 230 aware

Thomson Reuters Checkpoint is a comprehensive tax research library with extensive expert-authored analysis and primary-source content. To access its conversational generative-AI experience, firms need Checkpoint Edge with CoCounsel or an applicable CoCounsel Tax plan.

Marble is AI-native from day one. Ask a tax question in plain English, receive a citation-backed answer, open the underlying federal or state authority, and turn the research into client-ready work—all through one straightforward platform with transparent pricing.

The short answer

What’s the difference between Marble and Checkpoint/CoCounsel?

Checkpoint is a broad, traditional research platform built around an extensive library of expert-authored tax content.

Marble is an AI-native tax research and workflow platform built around getting work done. With Marble, professionals can ask questions in plain English, receive direct answers with citations, open and highlight the underlying authority, and carry that research into memos, emails, and other client deliverables.

Checkpoint’s newer AI experiences are available through Checkpoint Edge with CoCounsel and CoCounsel Tax offerings, rather than necessarily being included with every Checkpoint subscription.

Last updated: August 2026

Side by side

Marble vs. Checkpoint

Checkpoint gives you a library to navigate. Marble gives you an answer and helps you deliver the work.

Capability		Checkpoint / CoCounsel
Ask tax questions in plain English	✓ Yes	Requires an applicable Checkpoint Edge with CoCounsel or CoCounsel Tax offering
Citation-backed answers in seconds	✓ Yes	✓ with applicable AI product
Click through to full primary source text	✓ Yes	✓ Yes
Editorial / expert-vetted explanatory content	Via curated resources	✓ Yes
Draft and save memos, client emails & IRS responses	✓ Yes	Limited (Available through applicable CoCounsel features)
Free, publicly searchable Tax Library	✓ Yes	No
Federal + all 50 states coverage	✓ Yes	✓ Yes
Clients and project management	✓ Yes	No (not a core feature of checkpoint research)
SOC 2 Type II	✓ Yes	✓ Yes
Ease of adoption	Simple, AI-native interface	Broader platform with more products and configuration
Transparent self-serve pricing	Free plan, Pro for $600/year	Varies: CoCounsel Tax Essentials for $1400/year limited to 20 questions per month

Why firms switch

Marble is built for modern tax workflows, with a simple experience that gets teams productive right away.

AI without the product maze

Marble was built around conversational AI research from the beginning.

There is no need to determine which research package, AI add-on, or connected product provides the experience your team wants. Users can ask questions, review cited answers, inspect the original authority, and begin drafting immediately.

From research to client-ready work

Marble does more than return a search result.

Research remains connected to the sources and work products it supports, helping professionals move from: Question → cited answer → source review → memo or client communication → final deliverable.

That workflow is the secondary differentiator after simplicity and price.

Answers in minutes

Ask in plain English and get a sourced answer across federal and state in minutes, so your team spends time on judgment, not assembly.

Pricing

Transparent pricing, no quote required

Marble Pro

$600/ seat / yr

✓Unlimited cited research
✓AI native
✓Tax Library
✓SOC 2 Type II · private by design

Get started

TR Checkpoint / CoCounsel

Quote/ contact sales

✓Deep editorial library
✓AI added recently
✓Annual contract only
✓Limited Questions (Essentials)

Listed for comparison

Questions

Marble vs. Checkpoint, answered

Does every Checkpoint subscription include generative AI?

Not necessarily. Checkpoint includes a range of research products and packages. Thomson Reuters positions its generative-AI tax research experience through Checkpoint Edge with CoCounsel and its CoCounsel Tax offerings. The capabilities included depend on the product and plan purchased.

Is Marble easier to use than Checkpoint?

Marble is designed as an AI-native experience: ask a question in plain English, receive a cited answer, open the underlying authority, and begin creating the deliverable. Checkpoint offers substantially more editorial content, but accessing and navigating that breadth can involve a more traditional research workflow and a broader set of products.

Is Marble more affordable than Checkpoint and CoCounsel?

Marble offers transparent per-seat pricing. Checkpoint and CoCounsel costs vary based on the content package, coverage, and AI product selected, and its primary product pages generally direct buyers to contact sales. For many firms seeking straightforward AI research, Marble can provide a simpler and more predictable total cost.

How is Marble different from Checkpoint Edge with CoCounsel?

Both provide AI-assisted, citation-backed tax research. Marble differentiates through a simpler AI-native interface, transparent pricing, a built-in federal and state Tax Library, and a connected workflow from research to work products and client deliverables. Checkpoint Edge with CoCounsel differentiates through Thomson Reuters’ extensive proprietary editorial content and broader product ecosystem.

Can Marble replace Checkpoint?

For firms primarily seeking fast, citation-backed federal and state research and a straightforward path from answer to deliverable, Marble may replace much of their day-to-day Checkpoint usage. Firms that depend on Thomson Reuters’ proprietary editorial analysis, PPC guides, or specialized content may choose to retain Checkpoint for those needs.

Who is Marble built for?

Tax pros at CPA firms, from solo practitioners to mid-market teams, who handle complex tax issues and returns.

What tax law does Marble cover?

Federal and state tax law, with coverage across all 50 states.

How accurate is Marble?

Marble is built for accurate, source-backed answers. Responses are grounded in real regulatory data and include citations, with continuous updates driven by changes in tax law and feedback from practitioners.

While Marble helps you move faster with confidence, it should be used alongside professional judgment—especially for nuanced or high-stakes decisions.

Is my client data secure?

Yes. SOC 2 certified, encrypted, and your data never trains public AI models.

Do you host data in the US or in any international servers?

All customer data is hosted on secure, US-based infrastructure with a tier 1 cloud provider. We follow SOC 2–compliant security practices to ensure your data is protected to a high standard.

Tax answers in seconds. More time for your clients.

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Tax teams are leaving the old way behind

Practitioners who switched from legacy research tools tell the same story: answers in seconds, not half an hour.

I used Marble during tax season and I think it is fantastic.
It surpassed my expectations.
Kenneth C
Firm Manager
Tax Firm Manager
Looking up the AGI limit for charitable contributions would typically take 20 to 30 minutes in Checkpoint.
Marble answered immediately.
Kristen L
Tax Supervisor
Tax Supervisor
Marble excels at maintaining the precision and accuracy that's non-negotiable in tax work, while cutting down on the manual, time-consuming research that used to consume our days.
The time savings have allowed me to shift focus toward strategic advisory work where I can add the most value for clients.
Marta G
Partner, Tax Controversy
Partner, Tax Controversy

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Tax Supervisor