SEE IT WORK

Ask TaxWiseAI a Real Tax Question. Watch It Answer

This is the same experience your clients get — instant, plain-English answers grounded in official sources. Try one of the sample questions below.

TaxWiseAI Interactive Demo

Shakti AI · Automate Growth

Interactive Product Demo

TaxWiseAI: Your Firm's Always-On Tax Assistant

An AI-powered conversational tax assistant deployed under your firm's brand. It answers your clients' repetitive federal and state tax questions instantly — with citations from official sources, secure client login, and smart escalation when a question needs your team.

Your Firm's Brand

Your name, logo & colors

Secure Client Login

Private, authenticated access

Sourced from irs.gov

No hallucinated advice

Also available internationally

TaxWiseAI International supports tax assistance across the US, UK, Canada, Australia, India, and the UAE.

USA

Canada

Australia

India

UAE

2 minutes 3 real client questions With voice-over

TaxWiseAI Powered by Shakti AI

Live · Connected to irs.gov

Ready to begin 0:00 / 2:00

That's TaxWiseAI in 2 Minutes.

Branded for your firm. Sourced from irs.gov. Working 24/7. Ready to see what it can do trained on your firm's real client questions?

THE PROBLEM

Your Team Is Answering the Same Tax Questions. Over and Over

Every CPA firm has a list. The 40 or 50 questions clients ask every single year — usually in the worst weeks of tax season. "Can I deduct my home office?" "When's the extension deadline?" "What's the standard deduction this year?" Your senior staff and partners end up answering them by email, by phone, in client meetings — instead of doing the work clients actually pay them for.

Repetitive Questions Drain Hours

Staff spend tax season answering the same 50 questions hundreds of times — time that should go to review and advisory work.

Clients Expect Instant Answers

Modern clients want responses in minutes, not days. Your team can't keep up, and client satisfaction suffers.

Year-Round Tax Inquiries

Tax questions don't stop on April 15. Clients keep asking through estimated payments, year-end planning, and beyond.

No Way to Scale Client Service

Hiring more staff to answer repetitive questions isn't economical. There has to be a better way.

THE COST

Put a number on it

Your firm's version of this problem has a price tag. Move the sliders — it updates live, no email needed.

TaxWiseAI · Free tool from Shakti AI

What do repetitive client questions
actually cost your firm?

Adjust the sliders for your firm. The numbers update live — no email required to see them. Every assumption is editable and shown in full.

Your firm

Individual (1040) clients

Business clients

Share of questions that are simple / repetitive

What an hour of that staff time costs you

Your firm spends about

$0 / year

answering repetitive tax questions

staff hours a year

during tax season alone

per partner

When the cost lands

JFMAMJJASOND

What TaxWiseAI could take off your desk $0

Handled by TaxWiseAI Still needs your team ($0)

See TaxWiseAI answer these →

The report adds benchmarks for firms your size plus a breakdown you can share with your partners.

No black box. Here is the exact arithmetic behind the number above, using the values you set:

Defaults are deliberately conservative estimates, not firm-specific data — change any of them to match how your practice actually runs. We only count the time spent on repetitive questions, and we never assume automation handles 100%.

THE SOLUTION

A Branded Tax Assistant That Handles the Repetitive Work

TaxWiseAI is a conversational AI assistant your firm deploys for your clients. They ask tax questions in plain English; TaxWiseAI answers instantly with sources from irs.gov. Your team focuses on advisory, planning, and complex work — the work that actually grows your firm.

Reclaim Staff Hours

TaxWiseAI handles the repetitive client questions that consume your team's time. Firms see meaningful reductions in routine inquiry volume, freeing senior staff for advisory and review work.

Safe, Sourced Answers

Every answer references irs.gov or official state tax sources. Built-in compliance disclaimers protect your firm. No hallucinated tax advice — and complex cases are flagged and routed back to your team.

Branded for Your Firm

Your firm's name and logo. Your colors. Your professional presence. Clients experience TaxWiseAI as an extension of your practice — not a generic chatbot.

THE SOLUTION

Four Simple Steps. No Software to Install

Your Clients Ask

Clients type their tax question in plain English. No forms, no jargon, no appointment required.

TaxWiseAI Processes

The assistant analyzes the question against federal and state tax knowledge, sourced from official references.

Instant Answer Delivered

Your client receives a clear, concise answer with citations to the relevant tax sources — in seconds, 24/7.

Smart Escalations

Complex or sensitive cases are flagged automatically and directed back to your team for personal review.

Book a Consultation

Abstract circular gradient blending purple and cyan colors with a soft glowing effect.

BUILT FOR YOU

Designed for US CPA and Accounting Firms

Right-sized

Built for firms with 5–50 employees who serve real client volume year-round.

Tax-Season Ready

Whether you handle 200 returns or 2,000, TaxWiseAI scales without adding headcount.

Federal & State Coverage

US federal tax knowledge plus all 50 states, sourced from official references.

Built With CPA and Accounting Firms in Mind

We know your license is on the line. TaxWiseAI is designed for regulated firms from the ground up — with sourced answers, compliance disclaimers, and clear escalation paths for anything that shouldn't be handled by AI.

Sourced Answers Only

Every response references irs.gov or official tax sources. No invented advice.

Built-In Disclaimers

Compliance language is included automatically to protect your firm from liability.

Smart Escalations

Complex or sensitive cases are flagged and directed back to your team for review.

No Client Data Required

The trial doesn't require uploading any sensitive client information to get started.

Book a Consultation

Stop Answering the Same Client Tax Questions a Thousand Times

Ask TaxWiseAI a Real Tax Question. Watch It Answer

TaxWiseAI: Your Firm's Always-On Tax Assistant

That's TaxWiseAI in 2 Minutes.

Your Team Is Answering the Same Tax Questions. Over and Over

Repetitive Questions Drain Hours

Clients Expect Instant Answers

Year-Round Tax Inquiries

No Way to Scale Client Service

Put a number on it

What do repetitive client questions
actually cost your firm?

A Branded Tax Assistant That Handles the Repetitive Work

Reclaim Staff Hours

Safe, Sourced Answers

Branded for Your Firm

Four Simple Steps. No Software to Install

Your Clients Ask

TaxWiseAI Processes

Instant Answer Delivered

Smart Escalations

What You Get in Your 7-Day Trial

Branded for Your Firm

Full Tax Knowledge

Guided Kickoff

No Setup Burden

Designed for US CPA and Accounting Firms

Right-sized

Tax-Season Ready

Federal & State Coverage

Built With CPA and Accounting Firms in Mind

Sourced Answers Only

Built-In Disclaimers

Smart Escalations

No Client Data Required

Questions CPA Firms Ask Us

Ready to See What TaxWiseAI Can Do for Your Firm?

Shakti-AI

Contact Info

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