Centralize case context
Keep customers, workspace notes, and conversation history close to the work that depends on them.
TaxAI Business
Run tax work with clearer context, faster drafts, and fewer missed steps.
TaxAI helps tax professionals organize customers, preserve workspace context, and turn case notes into useful assistant outputs your team can review with confidence.
Drafts in minutesCleaner customer contextConsistent follow-ups
3core work areas: workspaces, customers, assistant
1shared context layer for each operation
24/7drafting support for repetitive client work
Benefits
Built for the daily rhythm of tax operations.
The product stays close to the work: who the customer is, what the team knows, and what needs to happen next.
Move faster with drafts
Turn messy notes into client updates, summaries, checklists, and next steps you can review before sending.
Standardize team workflows
Use repeatable workspace structure so every case has clearer ownership, status, and follow-through.
Workflow
From customer context to usable output.
Create a workspace
Set the operating home for the team, customers, and active tax work.
Add customer context
Collect details once and reuse them across assistant conversations.
Ask for the output
Generate drafts, case summaries, document requests, and checklists.
Assistant preview
Ask for the work product, then review the reasoning.
Use the assistant to draft client messages, collect missing details, and produce checklists from the context you already manage in TaxAI.
I need a case summary and a document checklist.
I found the customer context and prepared a summary, missing-document list, and follow-up message for review.
SummaryChecklistFollow-up
Social proof
Designed for teams that need dependable follow-through.
“I can turn a client call into a clear follow-up in a few minutes.”
“Workspaces give our team one place to understand what changed and what is next.”
“The assistant gives me a strong first pass while I keep final judgment.”
Start today
Give every tax case a clearer path forward.
Create an account, set up a workspace, and try the assistant on a real client workflow.