For tax partners who ship opinions, not search queries
TaxBook unifies the IRC, Treasury regulations, federal opinions, IRS guidance, and legislative history into a single research surface — with the speed, citation graph, and security controls that AmLaw tax practices actually need.
What partners get the first week
Legislative history in three clicks
Trace every amendment to a section back through public laws and committee reports without a librarian assist. The workflow Bloomberg and Checkpoint never delivered.
Defensible citation graph
Every section links to the regs, cases, and IRS guidance that touch it. Partners issue opinions with the citation trail visible end-to-end, not reconstructed from memos.
Time Machine on every authority
Pin USC, CFR, and the legislative timeline to the date your transaction closed. Reconstruct what the law actually said when the position was taken.
Designed for the engagement profile of AmLaw tax practices
Tax partners writing “Will” opinions on M&A, partnership, and cross-border deals need every authority cross-referenced and every amendment dated. TaxBook is built on the assumption that the section is the primary key — and that opinions move only as fast as your research surface lets them.
Fast on the authorities partners actually use
~125 ms p95 hybrid search across all eight doc types, warm. The citation graph is pre-computed — not assembled on each request.
Share a research trail, not a screenshot
Send associates a read-only session link with every section and case you opened. The opinion review starts from the same surface the research did.
Mobile-first — for the work that happens off-desk
Read an opinion on a phone in a deal room. Pull up a section on a tablet at a client meeting. Bloomberg and Checkpoint are barely usable on small screens.
BYO AI, governed by your firm
Every assistant call routes through your firm’s Anthropic, OpenAI, or Bedrock account. Privileged work stays under the AI agreements your GC already approved.
Enterprise security, on the Firm tier
SSO, SCIM, and audit log
Okta, Google, and Microsoft SSO. Optional SCIM provisioning. Authentication, key rotation, and share-token activity captured in an audit log.
SOC 2, DPA, BAA, pen-test summary
White-glove support for your firm’s security questionnaire. We move at the pace of your GC, not a queue ticket.
“Pulling legislative history used to be a librarian-assisted, multi-day project. TaxBook gives it to me in three clicks.”
Tax partner, AmLaw 50 firm
Read the case study →Book a partner-level walkthrough
We’ll demo TaxBook against a section your group works in every week — not a contrived example — and walk through the security questionnaire packet at the same call.