What changed
Retrieval over an approved corpus of statutes, rulings and guidance now produces a first-draft tax research memo with citations — compressing the research that anchors a position while keeping the reviewer in control.
Try it
Illustrative demoWorked example of "Tax Research Brief" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.
Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.
What this run should concentrate on.
Workflow
- 1.Frame the tax question and jurisdictions in scope.
- 2.Retrieve relevant statutes, rulings and guidance from the approved corpus.
- 3.Draft the position with citations to each authority.
- 4.Surface contrary authority and open risks.
- 5.Route to a tax professional for review and sign-off.
Prompt / agent recipe
For the tax question [...], retrieve the relevant authorities from the provided corpus and draft a research brief stating the position, the supporting authorities (cited), and any contrary authority or uncertainty. Do not assert a conclusion that the cited authorities do not support.
Controls required
- Retrieval restricted to an approved, current source corpus
- Every assertion cites an authority for verification
- Tax professional reviews and signs off the position
- Not tax advice until human-reviewed (disclaimer retained)