AI-Enabled Effortless Compliance | Taxbit

AI you can put in front of a regulator.

The same expert rules that decide who is reportable work directly for your tax team or for an agent running workflows on their behalf. Every action the AI proposes is reviewed by a person before it runs, and every step cites the rule behind it.

AI at every stage of the pipeline.

What runs for a human runs the same defensible way for an agent, and every step lands in the audit trail.

AI-guided data mapping: incoming data lands in the standard format through a conversation, CSVs and JSON API payloads alike, with the mapping shown for review before it runs.

Taxbit AI - Onboard Assist

Taxbit AI - Onboard Assist

Agentic Tax Support

Finds missing tax documentation and resolves it, orchestrating the outreach and follow-up so your team stays on what needs human judgment.

Client-Triggered Workflows

Your clients start the work they need, and it runs the same defensible way every time.

On-Demand Reporting

Pull the report you need when you need it, without waiting on a queue or a quarter-end batch.

Agentic API Integrations

Endpoints an agent can call directly to run tax workflows on your behalf, with the reasoning returned alongside the result.

AI in tax only works if it can be trusted.

Reviewed before it runs

Every action the AI proposes is reviewed by a person before it runs.

Judgment in the rules engine

Taxbit AI runs on rules written by tax experts, not a model's guess. The same input produces the same answer, cited to the rule behind it.

Never trained on your data

Taxbit does not train AI models on your data, and nothing is sent to third-party AI vendors.

Taxbit AI, answered.

Can it generate custom reports without engineering support?

Yes. Ask in plain language and it shows you the SQL it wrote, which you can edit before anything runs, along with the results. Because the query is visible and editable, a tax team can check the output instead of taking it on faith.

How is this AI you could put in front of a regulator?

The judgment lives in a rules engine your team can inspect, not in a model improvising under pressure. You can re-run any decision and see the rule behind it. Every action the AI proposes is reviewed by a person before it runs.

Is our data used to train models?

No. Taxbit does not train AI models on your data, and nothing is sent to third-party AI vendors. You also control whether the AI modules are enabled at all: they are a choice, not a default you have to unwind.

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

The expert-built rules engine encodes the tax logic for each of the 70+ jurisdictions Taxbit supports. AI helps interpret new guidance, flag edge cases, and recommend the right treatment, while Taxbit's tax and policy teams keep 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. The tax and policy teams translate new rules into platform updates, so your calculations and reporting stay aligned with the latest guidance.

What security certifications does Taxbit maintain?

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.