The practitioners we built TaxBook for
Tax partners, Big-4 librarians, and in-house counsel use TaxBook to compress days of cross-referenced research into a single working surface. Here’s what they ship with it.
Trusted by tax teams at
10×
faster authority resolution vs. Bloomberg / Checkpoint
3 clicks
to a complete legislative history for any IRC section
~125 ms
p95 search latency across all eight doc types, warm
AmLaw 50 federal tax group
Tax practice supporting M&A, partnership, and international engagements out of New York and Washington.
- Segment
- Big Law
- Seats
- ~45 partners and associates
- Replaced
- Bloomberg Tax + spreadsheet of hyperlinks
Cut a 4-hour legislative history task to 12 minutes
An opinion on a § 163(j) refinancing required reconstructing every amendment to the section since TCJA. The team had previously routed this through the research librarian, who built a Word document of hyperlinks across Congress.gov, govinfo, and Bloomberg Tax. The first draft took the better part of a day.
With TaxBook, the associate opened § 163, pinned to the closing date, and walked the amendment graph back to the originating public laws and committee reports in a single tab. The opinion partner reviewed the citation trail directly on the section page instead of cross-referencing a separate memo.
“Pulling legislative history used to be a librarian-assisted, multi-day project. TaxBook gives it to me in three clicks.”
95%
cut in legislative-history time
2 mo.
to firm-wide rollout
0
prompts sent through a shared model
Big-4 federal tax research team
National federal-tax practice supporting partner-led opinions across the firm’s industry teams.
- Segment
- Accounting (Big-4)
- Seats
- Pilot — 60 researchers and librarians
- Replaced
- Hand-maintained legislative-history Word documents
Retired the “legislative-history Word document”
The firm’s research librarians had built dozens of hand-maintained Word documents threading every amendment to high-traffic IRC sections back through committee reports and public laws — the workaround for what existing commercial tools simply could not do.
TaxBook’s legislative-history surface replaced the Word-document workflow on the pilot sections within the first quarter. Librarians now spend that reclaimed time on novel, partner-level research questions instead of stitching citations.
“The hyperlinked Word document was the only tool that worked. TaxBook is the first product that actually replaces it.”
40+
Word-doc workarounds retired
12 hrs/wk
reclaimed per librarian
SOC 2
cleared firm InfoSec review
Fortune 500 in-house tax team
Global tax department of a publicly traded technology company, supporting domestic and international planning.
- Segment
- In-house counsel
- Seats
- 14 in-house tax counsel and analysts
- Replaced
- Two legacy research subscriptions; outside-counsel research carve-outs
Brought authority research back in-house with their own AI vendor
The team needed a research surface their internal AI governance committee could approve. TaxBook’s bring-your-own-AI architecture meant every assistant call routed through their existing enterprise Anthropic agreement — no new third party, no new DPA negotiation, no prompt-pooling concerns.
SSO via Okta and SCIM provisioning came online in a single sprint. Outside-counsel spend on routine code-and-regs lookups dropped meaningfully in the first quarter; the team now reserves outside counsel for genuinely novel positions.
“We didn’t need to add another vendor to our AI policy. TaxBook just used the Anthropic contract we already had.”
1 sprint
to Okta SSO + SCIM live
2
legacy subscriptions retired
BYO AI
enterprise Anthropic contract reused
Boutique federal tax counsel
Three-attorney boutique handling private-company M&A and partnership tax planning for closely held businesses.
- Segment
- Solo / boutique
- Seats
- 3 attorneys, 1 paralegal
- Replaced
- Pay-per-use access to a legacy platform
Competing on research depth without a Big-Law research budget
The firm had been priced out of full-firm Bloomberg or Checkpoint seats and was rationing pay-per-use access. Routine opinion work that competitors handled in hours stretched across multiple days because cross-referencing happened by hand.
Solo-tier TaxBook covers the same authority graph at a fraction of legacy seat pricing. The firm now turns around partnership-tax opinions in the same window as much larger competitors — without the legacy-vendor seat math.
“For the first time, my research surface looks more like a Big Law partner’s than a solo’s.”
See your practice on TaxBook
Book a 20-minute walkthrough and we’ll demo TaxBook against the research workflow you actually run — pricing, security review, and BYO-AI setup included.