AI tools for tax consultants

Advises clients on taxation, prepares requests and replies to the tax authority, supports audits and appeals.

Tools ranked for this role

Best tool for each task

ChatGPT

All-purpose chat assistant with web search, file and spreadsheet analysis, voice and custom GPTs. Paid plans from $20/mo. Free plan available.

Claude

Assistant for long documents, contracts and careful writing, with a Project for each matter. Paid plans from $20/mo. Free plan available.

Copilot in Word

Drafts, rewrites and summaries of documents in Word, drawing on other company files. Paid plans from $20/mo.

Data that stays out of public AI tools

• Client names, tax IDs, company registration numbers and transaction amounts: into a public service only a description of the situation
• Audit reports and tax assessment notices with details: anonymize them before pasting
• E-signature keys and passwords to client portals: never, anywhere
• Client tax secrecy: working documents only in an approved service
• Model conclusions about tax code provisions: check them against the primary source before passing them to the client

Tasks with a prompt and steps

• Answer a client's tax question 30 min
• Draft a request for a private tax ruling 40 min
• Prepare a reply to a tax authority request 40 min
• Summarize changes in legislation for colleagues 20 min
• Check a source document for required fields 10 min
• Run a quick counterparty check before a deal 20 min
• Explain the numbers to the business owner 15 min
• Write a formal claim letter to a counterparty 25 min
• Find case law to support a position 60 min
• Check a claim against the primary source 15 min