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AI Tax Copilot

AI Powered Researcher and Client Manager

AI-engine for your tax firm

Cut administrative tasks and data entry in half, freeing up your team to prioritize strategic client solutions and drive growth.

Trusted by 10+ companies worldwide

AI-Powered Tax Solutions for Accuracy, Security, and Efficiency

Maximize your tax firms productivity, save time, and ensure compliance with our secure, reliable, and intelligent tax platform.

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TaxViv simplifies the process of collecting essential tax information from clients with a smart, customizable interface.

Flexible Form Options:
Questionnaires
Files
Client Portal
Client portal
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Personable
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Document management
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Direct
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Intuitive interface
Easy Client communication
Client Manager
AI Co-Pilot Researcher

Boost your firm’s productivity and profitability by up to 10x with smart automation and AI-driven solutions.

AI Researcher
Trained on reliable sourced
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Tax copilot

AI-Powered Co-Pilot for Research, Writing, and Tax DocumentsI

AI Tax Copilot
Intelligent AI co-pilot

Reduce tax research time by 90% with TaxViv, your intelligent AI co-pilot designed specifically for tax professionals. TaxViv automates complex tax research tasks, allowing you to focus on what truly matters: serving your clients efficiently and accurately.

AI Tax Research

What can our Tax copilot do?

AI-Powered Tax Research

Get instant, reliable answers from vetted sources to the most complex tax questions.

Memo Composer

Automatically generate well-structured tax memos with ease.

Vetted Sources

Ensure compliance and accuracy with research sourced from trusted and verified tax authorities.

Time-Saving Automation

Automate tax research, writing, and document generation to save significant time and reduce manual work.

Taxviv Tax AI

Why you need our Tax AI Researcher?

Secure and Confidential

Your data’s privacy is our top priority. We use industry-leading encryption to ensure your sensitive information remains secure and confidential at all times.

Accurate and Reliable

Powered by advanced AI and backed by up-to-date tax laws, our platform provides precise, legally compliant tax solutions tailored to your needs.

No AI Hallucinations

Built with cutting-edge AI technology, TaxViv ensures every response is accurate and based on verified, gold-standard tax information—no room for errors or misleading answers.

Time-Saving Automation

No more wasting hours sifting through tax codes or waiting for responses. TaxViv delivers fast, automated answers to all your tax queries, saving you valuable time.

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Smart, Adaptive Questionnaire

Streamline your document collection process with TaxViv’s intelligent automation, allowing you to focus on what matters most—growing your firm.

Build Custom, Flexible Questionnaires

Tailor forms to meet the specific needs of your clients, ensuring accurate and relevant data collection.

Automated Reminders Across Channels

Let TaxViv automatically remind your clients to complete questionnaires via SMS, email, or voice messages.

Real-Time Tracking of Questionnaires

Monitor the status of all ongoing questionnaires, ensuring you stay informed and proactive.

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Effortless Client Experience

Deliver an unmatched, seamless experience for your clients that makes tax preparation stress-free.

Client communication

Provide your clients with a secure and simple login to their own portal to manage communication easily.

Easy Document Management

Enable clients to upload and access important documents quickly and easily, without unnecessary confusion.

Best-in-Class, Intuitive Interface

Ensure your clients enjoy a smooth, professional experience on every device, at every touchpoint.

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