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AI Tax Research Assistant

7-Day Free Trial
Sole Practitioners

Unlimited Tax Research

Primary Federal & State Tax Data

$109 / month

What’s included
  • Unlimited tax research
  • Primary Federal & State Tax Data
  • Inline Citations
  • Highlighted Key Text
  • Multiple Response Formats
  • Multi-file Uploads 
  • Tax Memo Drafting 
  • Multi-user Access 
  • In-House CPA Support
Start Trial
Sole Practitioners

Unlimited Tax Research

Primary Federal & State Tax Data

$1,199 / year

What’s included
  • Unlimited tax research
  • Primary Federal & State Tax Data
  • Inline Citations
  • Highlighted Key Text
  • Multiple Response Formats
  • Multi-file Uploads 
  • Tax Memo Drafting 
  • Multi-user Access 
  • In-House CPA Support
Start Trial
Local, Regional and National Firms

Unlimited Tax Research

Primary Federal & State Tax Data

What’s included
  • Unlimited tax research
  • Primary Federal & State Tax Data
  • Inline Citations
  • Highlighted Key Text
  • Multiple Response Formats
  • Multi-file Uploads 
  • Tax Memo Drafting 
  • Multi-user Access 
  • In-House CPA Support
Contact Sales

AI Tax Planning Assistant

3-Tax Plan Free Trial
Starter

Includes 50 Plans

$699 / year

What’s included
  • 100+ Curated, Regularly Updated Tax Strategies
  • In-Depth Tax Return Analysis
  • Comprehensive & Personalized Tax Strategies
  • Always Up-to-Date with the Latest Tax Codes and Policies
  • Year-Round Tax Advisory with an Intelligent Planning Assistant
  • Automatic Redaction for Data Security 
  • In-House Tax Advisor Support 
Start Trial
Standard

Includes 100 Plans

$1,199 / year

What’s included
  • 100+ Curated, Regularly Updated Tax Strategies
  • In-Depth Tax Return Analysis
  • Comprehensive & Personalized Tax Strategies
  • Always Up-to-Date with the Latest Tax Codes and Policies
  • Year-Round Tax Advisory with an Intelligent Planning Assistant
  • Automatic Redaction for Data Security 
  • In-House Tax Advisor Support 
Start Trial
Growth

Includes Unlimited Plans

$3299 / year

What’s included
  • 100+ Curated, Regularly Updated Tax Strategies
  • In-Depth Tax Return Analysis
  • Comprehensive & Personalized Tax Strategies
  • Always Up-to-Date with the Latest Tax Codes and Policies
  • Year-Round Tax Advisory with an Intelligent Planning Assistant
  • Automatic Redaction for Data Security 
  • In-House Tax Advisor Support 
Start Trial

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FAQs

Answers to the most frequently asked questions.

Our AI Tax platform utilizes multiple AI models with various thinking levels. Simple tax questions are directed to a non/low-reasoning model for optimal speed. Complex tasks are routed to a high-reasoning model for in-depth analysis.

Primary Data: IRC, Treasury Regulations, IRS PLRs, CCA, TAM, Revenue Procedures, Rulings, Notices, Forms, Publications, Dawson Tax Court Cases, State Codes, Tax Bills.

Secondary Data: Tax Foundation, curated analyses (e.g., OBBBA), and proprietary tax strategies updated quarterly.

Weekly Testing: 200+ tax questions tested weekly.

Model Improvement: Adjustments made based on results.

Feedback Loop: Built-in feedback reviewed within 24 hrs.

Ongoing Monitoring: Continuous performance checks.

Your data is never retained, shared, or reused beyond your request.

PII Redaction: Files are automatically scrubbed before processing.

Secure Processing: All transfers and processing are encrypted.

See our Security Page for details.