OUR APPROACH

Built on Expertise. Engineered for Scale.

Taxbit was built around a single vision: effortless, error-free compliance. We believe the burden of manual tax operations is a problem that technology, done right, can eliminate. That means pairing world-class regulatory expertise with an AI-enabled platform, so every feature, every workflow, and every automation is designed by the people who understand the rules, helping your team reduce costs, save time, and operate with greater precision at every step. Every AI-proposed action requires your review before it executes — your team stays in control of the outcome, always.

Deeply Technical Subject Matter Expertise

Our subject matter experts work continuously to translate complex, ever-changing tax and regulatory requirements into scalable technology. Every rule, every jurisdiction, and every edge case covered has been fully vetted by our experts.

AI That Works for Humans and Agents

Our platform is built to be consumed however your team operates. Whether that's a tax operator working directly with our software or automated agents running workflows on your behalf, the same expertise and intelligence powers both. The platform adapts to your operational environment.

Always in Control

Taxbit employs a human-in-the-loop approach at every critical decision point. Our subject matter experts define and have multiple checks over all AI rules and parameters. Your team reviews, approves, and directs outcomes before action is taken. Automation moves at your pace, not the other way around.

Your Data, Handled With Care

Taxbit is built with the security and compliance requirements of both enterprise and government clients in mind. Data handling, access controls, and privacy standards are foundational to how the platform is architected and how we operate as a partner. Your data is only used internally to improve experiences.

AI-ENABLED EFFORTLESS COMPLIANCE

Intelligence Embedded In Every Workflow

Taxbit utilizes AI across the compliance workflow, purpose-built for the complexity of global tax reporting. Each capability is thoughtfully designed to reduce friction, surface what matters, and put more control directly in the hands of your team.

IR Ingest Assistant

Data Ingestion Without the Friction

The IR Ingest Assistant is a conversational AI agent that greatly simplifies harmonization and mapping of data into a standard format, handling the complexity of CSVs or JSON API payloads without manual intervention. The assistant handles the complexity, so your team doesn't have to.

IR Copilot

White-Glove Support, Always On

IR Copilot provides white-glove, 24/7 conversational support embedded directly in the Taxbit experience. It answers complex product and API questions with the full context of your data and workflows, available the moment your team needs it.

Agentic Tax Support

Autonomous Resolution at Scale

Repetitive, manual CRM workflows are some of the most time-consuming parts of tax operations. Agentic Tax Support uses AI to autonomously identify and resolve missing tax documentation, orchestrating outreach and follow-up without requiring manual intervention at every step. Your team stays focused on what requires human judgment.

Agentic Report Builder

Custom Reports, On Demand

The Agentic Report Builder gives tax managers the ability to build custom reports and analyses on demand, in plain language, pulling directly from live compliance data. No support ticket, no manual data export required.

Proactive Intelligence

Insights Before You Need Them

Proactive Intelligence maps tax season milestones to the specific data and actions your team needs, surfacing relevant insights and recommendations before they become urgent.

Designed for Enterprise & Government Use Cases

Taxbit's productized expertise is built to handle the jurisdictional nuance, data challenges, and edge cases that generic platforms were never designed for. The compliance infrastructure for the digital economy demands a higher standard, and the AI capabilities we are building are designed to meet it, embedding deep regulatory expertise directly into your workflows across every jurisdiction you operate in.

FOR ENTERPRISE FOR GOVERNMENT AGENCIES

Effortless Compliance, Automated at Every Step

Enterprise tax teams are managing more complexity, more volume, and more regulatory change than ever before. Taxbit gives enterprise clients a platform that grows with that complexity, embedding AI directly into the workflows your team already runs. From automated data ingestion to on-demand reporting, Taxbit reduces the operational burden on your team while keeping them in control of every critical decision.

Agentic API Integrations

Embed Taxbit directly into your existing infrastructure with API-first architecture build for deep operational integration.

Client-Triggered Workflows

Initiate critical workflows, including eligibility determination and tax form generation, directly from your own environment.

On-Demand Reporting

Build custom reports and analyses in plain language, pulling from live compliance data without manual exports or support requests.

IR Copilot

24/7 AI-powered support for complex product and API questions, embedded directly in the Taxbit experience with full workflow context.

Investigative Intelligence, Built on Data You Can Trust

Every investigation starts with the same problem - disparate data sources, inconsistent formats, and files from multiple exchanges each with their own schemas. Talos is built specifically for this challenge. It standardizes any data file into a unified format, handling both fiat and digital assets across on-chain and off-chain sources. The AI assistant proposes the conversion logic, your team reviews and approves it, and the result is a fully transparent, court-admissible rule set that your investigators can stand behind.

Unified Data Standardization

Talos ingests data files from any source or schema and normalizes them into a single, consistent format built for investigative workflows

Fiat and Digital Asset Coverage

Purpose-built to handle the complexity of both traditional finance data and digital assets within a single platform.

On and Off-Chain Data Merging

Connects on-chain blockchain data with off-chain financial records, giving investigators a complete and accurate picture across every source.

Mandatory Human-in-the-Loop

The expert-verified AI proposes conversion logic. Your team reviews, embeds, and approves it. Every rule is transparent, traceable, and court-admissible.

Security and Trust

Taxbit was built with security, privacy, and compliance prioritized from day one. Every layer of the platform, from how data is ingested to how AI proposes actions, is designed with the controls and transparency that enterprise and government clients require.

Data Privacy by Design

Taxbit follows modern security principles, including zero trust architecture, strong authentication practices, and the principle of least privilege. Access controls, data segregation, and privacy standards are foundational to how the platform is architected.

Your Data Stays Yours

Taxbit does not use your data to train AI models. Your information is used exclusively to power workflows and deliver results within your environment. Customer data is deleted upon leaving, and data retention procedures are clearly established.

Human-in-the-Loop by Default

Every AI-proposed action requires explicit review and approval before it is executed. Your team stays in control of every critical decision point, with a full audit trail at every step.

API and Infrastructure Security

Production data is segmented, data transmission is encrypted, and unique production database authentication is enforced across the platform. Penetration testing is performed regularly and documented.

Built for Government Requirements

Talos and the broader Taxbit platform are designed with the auditability, data handling, and security requirements of public sector clients in mind. Court-admissible outputs and transparent rule sets are core to how the platform operates.

Industry-Leading Certifications

Taxbit maintains SOC 1 Type 2, SOC 2 Type 2, ISO 27001:2022, ISO 27701, ISO 27017, and GDPR compliance. Full documentation is available at trust.taxbit.com.

FAQs

How does Taxbit handle data storage and privacy?

Taxbit follows modern security principles including zero trust architecture, the principle of least privilege, and a shift-left approach that incorporates security into design, development, and operations. Data classification policies are established, production data is segmented, and customer data is deleted upon leaving the platform. For full details, visit trust.taxbit.com.

Does Taxbit use my data to train AI models?

Your data is yours and secured within Taxbit's cloud. No data is transmitted to third-party AI vendors (OpenAI, Anthropic, etc). Taxbit AI modules operate on the data within this cloud and Taxbit customers are given full control whether they want these AI modules enabled.

How does the Human-in-the-Loop safeguard work?

Taxbit is designed so that AI proposes actions and logic, but your team always reviews and approves before anything is executed. This applies across the platform, from data conversion in Talos to workflow automation in the IR experience. Every decision point maintains a full audit trail.

How secure are Taxbit's API integrations?

Taxbit's infrastructure enforces unique production database authentication, encrypts all data transmission, and segments production data across the platform. Penetration testing is performed regularly. For specific security requirements or documentation, contact your account manager or visit trust.taxbit.com.

What security certifications does Taxbit maintain?

Taxbit maintains SOC 1 Type 2, SOC 2 Type 2, ISO 27001:2022, ISO 27701, ISO 27017, and GDPR compliance. Full certification documentation and security resources are available at trust.taxbit.com.

How does Taxbit’s AI handle jurisdiction-specific tax rules?

Our existing expert-built rules engine encodes detailed tax logic for each 70+ jurisdictions we support. AI helps interpret new guidance, flag edge cases, and recommend the right treatment, while our tax and policy teams maintain final authority over the rules.

How does Taxbit keep tax logic up to date as regulations change?

Taxbit continuously monitors global tax and information reporting changes through in-house experts, regulatory trackers, and industry partnerships. Our tax and policy teams translate new rules into platform updates, so your calculations and reporting stay aligned with the latest guidance.

Automated Compliance Intelligence, Built by the Experts