Skip to main content
AI Tax Assistant Platform

AI Tools

Build tools without code: start from a template or create your own (lookup table, message template, or sandboxed calculator). Anything you add is available to the assistant straight away, with guardrails applied.

Start from a template

Pick a ready-made tool and click Use this template to add it to your tools. Every tool is governed by default: routing, PII redaction, eval gates, and audit. See governance

Lookups

case_status

Lookup table

Explain what each case status means.

service_channels

Lookup table

Route a request type to the right team or channel.

Calculators

percentage_of

Calculator (sandboxed)

Apply a rate (any percentage) to an amount.

tax_portion

Calculator (sandboxed)

Split a tax-inclusive amount into net and tax.

taxable_amount

Calculator (sandboxed)

Taxable amount = base minus deductions, floored at zero.

late_payment_interest

Calculator (sandboxed)

Simple interest or penalty on an overdue amount.

prorate

Calculator (sandboxed)

Pro-rate an amount over a period.

Messages

due_date_reminder

Message template

Remind a taxpayer that something is due.

request_information

Message template

Ask a taxpayer for missing information or documents.

outcome_notice

Message template

Notify a taxpayer of a decision or outcome.