TaxBook
Solutions — Mid-market

A research workspace your whole tax group can share

Mid-market law and accounting firms run tax practices that compete with Big Law on substance but rarely on tooling budget. TaxBook gives your group a single, modern research surface — with SSO, shared sessions, and BYO-AI — without the legacy seat math.

Built for how mid-market tax groups actually work

One platform, all the authorities

Consolidate Bloomberg, Checkpoint, govinfo, and your hyperlink spreadsheets into a single workspace. Every section links to its regs, cases, guidance, and amendments.

SSO, audit, and seat governance

Google, Microsoft, and Okta SSO. Workspace-scoped permissions for shared sessions. Authentication and share-token activity logged for compliance review.

Shared research sessions

Send a junior associate a read-only session link instead of a 40-tab browser screenshot. Partners review the same citation trail their team did.

The economics work for a mid-market practice

Legacy research vendors price per practice group and require multi-year minimums that mid-market firms struggle to justify. TaxBook’s Team tier scales linearly with the seats you actually have — with a 20% annual discount — and the BYO-AI model means inference cost rides on your existing vendor relationship, not a markup buried in our invoice.

Per-seat, transparent pricing

Add and remove seats as your group flexes. No practice-group minimums, no opaque enterprise bundles.

BYO-AI keeps inference cost honest

Pay published Anthropic, OpenAI, or Bedrock rates straight to the vendor. Your IT team can already see and govern that spend.

“We replaced two legacy research subscriptions and our junior associates onboarded in an afternoon.”

Tax practice leader, regional law firm

Read the case studies →

Pilot it with your group

Team pilots are 30 days with full functionality and SSO included. Book a walkthrough and we’ll scope a deployment tailored to how your group runs research today.