Tax research assistance
Explore tax questions, organize issues, and develop research starting points for professional verification.
AI tax copilot for tax professionals
Give every tax professional a context-aware copilot.
Practice 360 helps your team research tax questions, analyze documents, draft client communications, and move work forward using the client records, entities, history, and active matters already connected to your practice.
✓Your authorized tax professional evaluates every answer and approves every client-facing deliverable.
Practice 360 CopilotCLIENT CONTEXT CONNECTED
Summarize the planning considerations for Jack before tomorrow’s meeting.
Copilot response
Jack’s 2025 return, three connected entities, prior election history, and current planning matter suggest four areas for professional review.
2025 returnEntity profilesPrior electionsClient notes
Draft prepared for professional review — no client delivery without approval
More than a generic AI chat tool
Answers grounded in the client context behind the work.
Practice 360 brings authorized client records and active workflow context into the professional’s research and drafting experience.
Client-aware answers
Use connected returns, entities, documents, history, notices, plans, and conversations where access permits.
Work-ready outputs
Turn the analysis into drafts, summaries, checklists, client questions, and next steps inside the workflow.
One copilot across the practice
Research, analyze, draft, and act without rebuilding the client story.
Support the repetitive knowledge work around tax preparation, notices, planning, client service, and practice operations.
01
Research tax questions
Structure questions and surface relevant considerations for professional review.
- Issue summaries and research outlines
- Authorities and source references
- Follow-up questions and fact gaps
02
Analyze client documents
Understand documents alongside the client, entity, tax year, and matter they belong to.
- Document summaries
- Key facts and exceptions
- Cross-document comparisons
03
Draft professional work
Create a strong first draft while keeping the professional responsible for the final position.
- Client emails and explanations
- Notice response frameworks
- Planning summaries and action lists
04
Move the matter forward
Translate answers into assigned work, requested information, review steps, and follow-up.
- Tasks and document requests
- Workflow handoffs
- Approval and sign-off
Client intelligence built into the conversation
Ask with the full client picture already in view.
Instead of copying sensitive facts into a disconnected AI tool, authorized professionals can work from the client context maintained inside Practice 360.
Linked individuals, businesses, partnerships, and trusts
Return, election, notice, planning, and filing history
Documents and conversations across supported channels
Role-based access, matter ownership, and professional approvals
Jack Miller · Planning matterAUTHORIZED CONTEXT
3 entities
5 tax years
28 documents
Meeting brief prepared
Summarized recent filing changes, entity relationships, open information requests, planning opportunities, and questions requiring professional judgment.
Designed for both speed and professional control
Reduce the busywork around an answer—not the judgment behind it.
For your professional
Spend less time gathering context and formatting first drafts.
Start with an organized view of the issue and move faster toward analysis, decisions, and client service.
- Fewer searches across disconnected systems
- Faster research and document review
- Clearer handoffs and next actions
For your practice
Create a consistent, reviewable knowledge workflow.
Help professionals work from shared client context while preserving access controls, accountability, and approval.
- Connected context and work history
- Repeatable drafting and review
- Professional sign-off before delivery
Professional judgment remains in control
The copilot supports the work. Your tax professional owns the answer.
Every output is a starting point for authorized professional review, refinement, approval, and delivery.
Frame the issue
Ask a tax or client-specific question using the relevant authorized context.
Review the support
Evaluate facts, assumptions, source materials, gaps, and relevant considerations.
Apply judgment
Correct, expand, and shape the answer around the professional’s analysis.
Control delivery
An authorized professional approves any client-facing or agency-facing work.
AI tax copilot FAQs
Questions tax professionals ask about AI-assisted work.
What is an AI tax copilot?
It is an AI assistant designed to support tax professionals with research, document analysis, drafting, summaries, and workflow actions while leaving professional judgment and approval with the practitioner.
How is this different from a general AI chatbot?
Practice 360 is designed to work with authorized client and workflow context, making the output more relevant to the matter your professional is handling.
Can it answer client-specific questions?
It can use available, permissioned client context to help prepare an answer for professional review. Access depends on the user’s role and connected records.
Does the copilot replace tax research or professional review?
No. Professionals must verify authorities, facts, assumptions, calculations, and conclusions before relying on or delivering any output.
Can it draft IRS notice responses and tax plans?
It can support first drafts and organize relevant client context as part of Practice 360’s notice-response and tax-planning workflows.
Can we use the copilot with our existing CRM?
Practice 360 can work with supported external systems, or your firm can use its built-in CRM and connected client-management capabilities.
Give your tax professionals a copilot that understands the client behind the question.
Tell us where your team spends time researching, reviewing documents, drafting communications, and rebuilding client context. We’ll show you how Practice 360 can support the workflow.
Connect research to client contextTurn answers into reviewable workKeep professional judgment in control