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Tax Research

A chatbot with a tax prompt will answer anything, from anywhere, confidently. This reads the IRS and the states and nothing else — then goes back out, re-reads every source it cited, and tells you which ones actually say what the answer claims.

A tax research answer in LedgerOS, written from allow-listed federal and state authority with its citations listed alongside.

What it does

  • Reads federal authority and all fifty states, and nothing off that list
  • Scoped to the jurisdictions in play, so a Connecticut question gets Connecticut law
  • A citation on every claim, with the passage it came from
  • Each citation re-fetched and checked — verified, unverified, or not yet read
  • The answer saves onto the client and the task that prompted it

How it works

It cannot read the open web

The sources are held per jurisdiction — federal authority, all fifty states and DC — and only the ones for the jurisdictions you picked get searched. Nothing else is even read, so nothing else can end up in the answer. What was searched is printed on it.

A tax research answer in LedgerOS, written from allow-listed federal and state authority with its citations listed alongside.

Then it goes back and checks its own work

Once the answer is drafted, a second pass re-fetches every source it cited, finds the passage, and asks whether that text actually supports the sentence it was hung on. Each citation comes back marked: checked and it holds, or we could not reach it and here is why. You always know which half is still yours to verify.

  • Verified — we fetched the source and it holds
  • Unverified — we could not reach it, and you should confirm before relying on it
  • Unfetched — it has not been read yet, and can be retried

Next January it is where the work is

The answer lands on the engagement or task that prompted it, not in somebody’s email. And your library builds itself out of the questions you have already paid to answer once.

Two minutes inside Tax Research

Questions

Can it answer from a source we subscribe to?
No. It answers from allow-listed primary authority only, which is what makes a citation checkable. A paywalled summary you cannot link a client to is not evidence.
What happens when it cannot verify a citation?
It says so on the citation and tells you to confirm before relying on it, rather than presenting it as verified.
Is this the same thing as the compensation studies module?
No — they are separate modules and both are on every seat. Research answers questions from authority; Compensation Studies builds a defensible salary figure from published wage data. They share a login and a client record, nothing else.

Next: Compensation StudiesA reasonable comp number you can defend, and the memo that proves it.

Read on →

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