Research, plan and defend
Researcher Agent
It answers tax questions from tax sources, the client's own context and your firm's uploaded knowledge, and shows its sources every time.
What it does
- Answers tax, compliance and accounting questions in depth.
- Searches federal and state tax sources, the client's context and your Knowledge Hub together.
- Includes citations in every answer, including to your own procedures.
What it works from
- Federal and state tax sources.
- The client's own context in the client record.
- The documents, audio and video your firm uploads to its Knowledge Hub.
Who decides
A person checks the citations before repeating an answer to a client. Your firm decides what advice to give. Every Agent drafts and assists; a qualified member of your firm reviews and decides.
Questions about the Researcher Agent
- Is the Researcher Agent tested by tax practitioners?
- Yes. The Agents are continuously tested by a panel of tax practitioners.
- Does it show where an answer came from?
- Yes. Citations are included every time, so you can check the source before you rely on it.
- What can we put in the Knowledge Hub?
- Documents, audio and video: SOPs, training sessions and any other content your firm wants its team to be able to ask about.
- Is client data used to train AI models?
- Client data is never used to train models. The models come from the Azure AI platform, so client data is not handed to an outside model provider.
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