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DynaTax AI

AI tax research

Research with citations you can check, not a summary you have to trust.

Start 14-day free trialRead the guide

Included in: Professional plans

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Citations, not vibes

Answers point at the Internal Revenue Code, Treasury Regulations and IRS guidance so you can check the source.

Written for a professional

The answer assumes you know what a basis adjustment is, and does not explain it to you.

Export it

Take the research to PDF for the file, the client, or the reviewer.

How it works

  1. 1

    Ask the real question

    Long, conditional, client-specific — the kind you would take to a research service.

  2. 2

    Read the answer with its sources

    Each conclusion carries what it rests on.

  3. 3

    File it

    Export to PDF and keep it with the engagement.

AI tax research questions

Treat it as a research assistant: it finds and cites the authority, you exercise professional judgement.
Professional plans carry a monthly research allowance per seat.
Step-by-step guide to ai tax research

Works with

Firm management

Members, roles, engagements and a view of who is carrying what across the practice.

Team chat

Internal chat per firm and per client engagement, separate from what the client sees.

Time tracking

Track time against an engagement and pull it straight onto an invoice.

Try ai tax research free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.