01
Research in one tool
Find a starting point in a separate research platform.
Turn tax questions into client-ready work.
TaxAutomate Copilot brings research, client records, returns, documents, notices, and firm workflow into one professionally controlled workspace.
CLIENT QUESTION
What should we verify before recommending a retirement contribution strategy for this S corporation owner?
Review starting point Ready for professional review
Start with owner compensation, plan eligibility, existing deferrals, and the contribution limits that apply. Reconcile the return and payroll summary before making a recommendation.
The answer is only the beginning.
Research may end with an answer. Your firm still has to apply it to the right client, verify the facts, create the deliverable, and move the matter forward.
02
Client facts in another
Switch to the return or CRM to reconstruct the client story.
03
Documents elsewhere
Hunt through email, portals, and drives for the supporting files.
04
Write from scratch
Rebuild the memo, questions, explanation, or response manually.
05
Hand off by hand
Email the result or recreate it inside the firm workflow.
Five disconnected steps after every “fast” answer.
One question. One client record. One finished next step.
Copilot carries the issue from research through professional approval without making your team rebuild the client story.
- 1Ask in contextStart with the client and matter that prompted the question.
- 2Research and analyzeBring sources, documents, assumptions, and open facts together.
- 3Apply professional judgmentAccept, revise, or reject the analysis and record the decision.
- 4Move the matter forwardCreate the right deliverable or next action inside the workflow.
CLIENT QUESTION
What should we verify before recommending a retirement contribution strategy for this S corporation owner?
Review starting point Ready for professional review
Start with owner compensation, plan eligibility, existing deferrals, and the contribution limits that apply. Reconcile the return and payroll summary before making a recommendation.
One continuous flow. No rebuilding the client story.
One Copilot package for the knowledge work around every client.
Start with the question. Keep the client, source, decision, and next action together.
Your Copilot package includes six work-ready jobs.
Tax research
Develop source-linked research starting points and the fact questions that still need an answer.
Client-aware analysis
Keep returns, entities, history, conversations, and open matters in the same working context.
Document analysis
Summarize and compare returns, notices, statements, correspondence, and firm files.
Professional drafting
Prepare memos, client explanations, planning briefs, and response drafts for review.
Advisory & planning
Turn completed tax work into reviewable opportunities, decisions, and follow-up.
IRS response
Organize the notice, deadline, evidence, research, draft, review, and next action.
Why firms buy Copilot instead of another chat subscription.
| What happens after the question? | Standalone AI chat | Tax research tool | TaxAutomate Copilot |
|---|---|---|---|
| Client context | Re-enter manually | Limited or disconnected | Connected to the client record |
| Source support | Depends on the prompt | Research is the destination | Sources stay with the client work |
| Document analysis | Paste and re-explain | Usually separate | Returns and firm files stay in context |
| Work-ready outputs | A raw answer | Excerpts and links | Memos, explanations, plans, and drafts |
| Workflow handoff | Copy and rebuild | Export and rebuild | Moves into the firm workflow |
| Professional approval | You add the structure | You build the package | Built into the path to delivery |
The value is not another answer. It is the finished, reviewable work that follows.
Built for the work your firm cannot hand to a generic chatbot.
For firms that research tax questions while the client is waiting.
For teams that keep rebuilding context across returns, notices, documents, and CRM.
For professionals who need a reviewable memo, explanation, plan, response, or task—not just an answer.
The professional stays in command.
Client facts and files remain visible
Source references remain visible
Assumptions and open questions remain visible
The professional can accept, revise, or reject
Approval is required before client or agency delivery
See Copilot complete the work after the answer.
Bring one research, planning, or IRS-response workflow from your firm. We’ll show how TaxAutomate keeps the client context connected and turns the result into a review-ready next step.
No replacement project. Start with the workflow creating the most friction.