CONFIDENTIALITY: All information shared is private and used only for your engagement
with Shakti AI, protecting both your privacy and our internal processes.
TaxWiseAI: Free your team from repetitive client questions. Deploy a conversational AI tax assistant under your firm's brand - no developers, no IT lift !
Your customer support in your brand - Always ON - Automate client support for repetitive questions — without changing how you operate.
TaxWiseAI — A conversational tax assistant your firm deploys for your clients. They ask tax questions in plain English; TaxWiseAI answers instantly with citations from irs.gov and official reference sites for other countries, and routes anything complex back to your team. Your senior staff get their time back.
During the trial:
For US: full US federal and state tax knowledge, sourced from irs.gov.
And for other countries: knowledge sourced from country-specific official reference sites.
After the trial: If you decide to continue, we will train TaxWiseAI on your firm's specific FAQs, fee schedules, and service offerings. Pricing scopes to your firm size and is shared transparently during the kickoff call.
Most firms recover the setup cost within the first tax cycle.
What you get:
✔ Fully branded TaxWiseAI instance with your firm's name and logo
✔ Secure client login portal
✔ Full federal and State tax knowledge, sourced from official sources
✔ Smart escalation - flags complex cases back to your team
✔ 30-minute kickoff call + 30-minute review at Day-7
✔ Usage log so you can see what your clients asked
No complex software. No sensitive data required. No obligation to continue.
