AI kit · Legal
The AI kit for Tax Analysts
Everything your ChatGPT, Claude or Copilot needs to work like an expert tax analyst, hand-picked from our libraries and kept up to date. Add it once and just ask your AI for help. We guide you through the set-up.
AI Coach included
14 skills for tax analysts
Picked from our 6,000+ skills. Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
Computes brackets, payroll, capital gains, penalties, and refunds; for example, federal tax on $145,000 of self-employment income.
Reads statutes and guidance and applies them; for example, explaining whether a home office qualifies under a provision.
Screens eligibility and calculates credits and deductions; for example, checking the R&D credit for a small software client.
Tracks federal, state, and international changes and writes briefings; for example, a client alert on new state withholding rules.
10 more in the kit for members.
Get the full kit289 prompts in 15 topics
Picked from our 60,000+ prompts. Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
Like "Analyze Tax Case Law"
Like "Analyze Financial Ratios"
Like "Tax Rate Lookup and Comparison"
Like "Guide Tax Software Installation"
285 more in the kit for members.
Get the full kit12 AI agents for tax analysts
Picked from our 4,000+ AI agents. An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
Registration happens in time for each state where the company has nexus.
Intercompany charges stay inside the policy range and the documentation supports them.
A deferred tax roll-forward in which every movement is tied to a transaction.
Each cross-border payment has the correct withholding rate backed by valid forms.
8 more in the kit for members.
Get the full kit12 connections (MCP servers) for tax analysts
Picked from our 4,000+ MCP servers. A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
Let your AI search your Box files, answer questions about them, and pull out details for you.
Ask your AI to look up the US tax category and treatment of any crypto transaction hash.
Let your AI open and read the files attached to your Outlook emails, and send local files as drafts.
Let your AI assistant open and work inside real Microsoft Excel on your Windows PC.
8 more in the kit for members.
Get the full kit16 AI apps for tax analysts
Picked from our 9,000+ AI apps. The AI apps worth your time in this job, so you don't have to test dozens yourself.
VIDUR is an AI-driven assistant tailored for accountants and lawyers, streamlining complex legal and tax research with instant, expert-verified answers. Enhance
ARTE is a free AI research assistant for taxes and accounting that outperforms human CPAs by 22% on the CPA exam. It provides accurate, detailed answers with ci
Data Extraction transforms images and documents into organized, actionable data quickly and accurately, streamlining your workflow and saving time on manual dat
Clemta Intelligence automates bookkeeping, tax preparation, and financial reporting, helping businesses save time and reduce errors so you can focus on growth a
12 more in the kit for members.
Get the full kit3 apps to build for tax analysts
Picked from our 2,000+ apps to build. Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
Build it to turn tax data into reviewed reports where every figure traces to its source.
Build it to review large client document sets and report findings with citations.
Build it to research tax law and review documents while keeping every finding sourced.
8 Grok Bots for tax analysts
Picked from our 1,800+ Grok Bots. Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
Sweeps your folders for tax documents and builds a CPA-ready package with a chase list.
Audits expense folders: reconciles receipts to statements, flags issues, and reports.
Reads messy invoice files, renames them consistently, and sorts them into tax-ready folders.
Reads, edits, and creates spreadsheet files with formulas, formatting, and zero errors.
4 more in the kit for members.
Get the full kitAdd the kit to your AI
Install instructions are for members
Install the kit as a plugin, or connect it through the AI Coach. Both come with every click shown, so you don't have to work anything out.
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