Partnertax AI

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Partnertax AI is tax research software that provides guidance on complex tax issues through citations to primary authority. Each response references statutes, regulations, and IRS publications, allowing answers to be traced to related topics while displaying a confidence indicator. An authority corpus grants access to with selective source verification. Tax positions can be tagged before downloading memos as PDFs. Partnertax AI integrates client intake and delivery portal functionality for managing pipelines and secure document submission. Security features include SOC 2 alignment, encryption in transit and at rest, and role-based access controls. Privacy practices align with CCPA/CPRA and IRC Section 7216 requirements.