TaxBook
Solutions — In-house counsel

Bring federal tax research in-house — on the AI you already approved

TaxBook gives corporate tax departments a research surface that reuses your enterprise AI contracts, fits inside your existing SSO, and reduces outside-counsel spend on routine code-and-regs work — without surfacing prompts through another vendor’s shared model.

What in-house tax departments get

Bring your own AI vendor

Route every assistant call through your existing Anthropic, OpenAI, Azure OpenAI, or Bedrock contract. No new vendor in your AI policy. No prompt pooling.

SSO and SCIM out of the box

Okta, Google, and Microsoft SSO. Optional SCIM provisioning. Deprovision a departing analyst the same way you deprovision the rest of your stack.

Reduce outside-counsel spend

Handle routine code-and-regs lookups in-house with a research surface that matches what your outside firms use. Reserve outside counsel for truly novel positions.

An architecture your AI governance committee will recognize

TaxBook does not sit between your tax team and your AI vendor. The prompts your researchers send go straight to the model you already pay for — under the DPA, BAA, and enterprise terms your legal team already signed. That structural choice is what makes TaxBook approvable inside corporates that have already locked down their AI footprint.

No shared model. No data pooling.

Your prompts and completions never share a queue, rate limit, or model with another firm’s data. Nothing of yours trains a TaxBook model — there isn’t one.

Your existing agreements apply

The enterprise terms governing your AI vendor cover every inference call TaxBook initiates. No new third-party DPA negotiation cycle.

Cost transparency

Inference bills directly to your AI vendor at published rates. Your IT team already governs and reports on that spend.

Audit logging on Firm tier

Authentication, key rotation, and share-token activity captured for compliance review — the things your internal audit team asks about.

“We didn’t need to add another vendor to our AI policy. TaxBook just used the Anthropic contract we already had.”

Senior tax counsel, Fortune 500 technology company

Read the case study →

Talk to security and tax together

We routinely run joint calls with your senior tax counsel and your security reviewer. We’ll bring the SOC 2 packet, BYO-AI architecture diagram, and a TaxBook walkthrough to the same 30 minutes.