Retire the legislative-history Word document
Big-4 and regional accounting firms support thousands of tax professionals on research tools that can’t do the one thing they’re asked for every week: a defensible legislative history. TaxBook ships that workflow as a first-class feature — and frees research librarians for the work only they can do.
Why accounting firm research teams choose TaxBook
First-class legislative history
Bills, public laws, committee reports, and amendments threaded back to the section they amend. The Word document with hyperlinks is finally optional.
Authority-graph for every section
Regs, cases, PLRs, Treasury decisions, IRBs, and amendments pre-linked to the IRC section they touch. Researchers stop assembling citation chains by hand.
Scales to thousands of professionals
SSO via Okta, SCIM provisioning, audit logging, and shared research sessions purpose-built for firm-wide deployments.
Build for the work librarians actually do
The pattern is well known inside Big-4 federal tax: high-traffic sections have hand-maintained Word documents threading every amendment back through Congress.gov, govinfo, and a commercial platform that can’t reach committee reports. TaxBook replaces those documents with a maintained surface — so the librarians who built them can move on to novel research.
Section ↔ bill ↔ report
Click an amendment, land on the bill. Click a bill, land on the committee report. No more switching between Congress.gov tabs and a research subscription.
Pin to a closing date
Reconstruct what § 163(j), § 199A, or § 7701 actually said the year of a transaction — with the supporting legislative trail attached.
Firm-grade governance
BYO AI, on your firm’s vendor
Every assistant call routes through your firm’s Anthropic, OpenAI, Azure OpenAI, or Bedrock contract. Your existing AI governance applies — no new third party in the chain.
Enterprise security review supported
SOC 2 Type II under NDA, DPA, BAA, named-region commitments, and a recent third-party pen-test summary on the Firm tier.
“The hyperlinked Word document was the only tool that worked. TaxBook is the first product that actually replaces it.”
Head research librarian, Big-4 firm
Read the case study →Scope a firm-wide pilot
We typically begin with a single federal tax practice group and a librarian-led evaluation of legislative history on high-traffic sections. Book a call and we’ll tailor the pilot.