Taby
AI Accounting Assistant for Tax Information

Suggestions
  • What is the deadline for filing federal income taxes in the United States?
  • What are the deductions available for self-employed individuals in the United States?
  • What is the maximum amount of income a single taxpayer can earn before they are required to file a ...

Even the most experienced accountants can’t know everything at one time. Researching a piece of tax code online or tapping into your network to inquire about best practices takes time and effort that you’d rather spend serving your clients.

The good news is that there is an AI accounting assistant available, and its name is Taby! With TaxGlobal, you have a reliable AI program that can deliver well-researched answers and information so you can put more time back into your practice.

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Taby—a virtual assistant for
accountants providing tax services

  • Your very own virtual tax assistant

    TaxGlobal created Taby to provide accurate answers to tax questions. Think of Taby as a digital peer, capable of providing deeper levels of knowledge to help you in your work. Taby is also accessible to your clients, allowing them to ask basic tax-related questions even when you’re not available.

  • An AI tax expert created by tax experts

    Nobody knows the ins and outs of tax preparation like accountants. That’s why TaxGlobal enlisted tax experts to help develop Taby. Taby has all the knowledge of a professional, from accounting basics to current laws and developments in the tax world, making it a go-to resource for customers and professionals alike. With Taby, an expert is always available to you and your clients.

  • NLP engine means you can simply type in tax questions

    Not all AI programs are well-suited for every task. That’s why we built Taby with an NLP (Natural Language Processing) engine as opposed to, say, simple machine learning. That way, all you or your clients have to do is type in the question you want answered and run it. Taby will take care of the rest!

  • Ask your questions and receive cited information

    If there’s one thing accounting professionals value, it’s accuracy. The AI-powered Taby scans all relevant sources to your questions, providing accurate and well-sourced answers that inspire confidence in the information you and your clients receive. Rely on an AI tax assistant you can trust.  

  • See answers to similar questions asked by other users

    With Taby, you can see more than the answer to your own questions. Review the answers to similar questions posed by other TaxGlobal users, opening the door to an even broader base of knowledge.

See what happy users say about our AI-powered platform

Tax professionals and licensed CPAs across the country have made TaxGlobal their trusted platform. Their stories reflect how TaxGlobal can be even more than software, but an ally in building your business:
  • *****
    The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.
    Kinjal Buch, CPA
  • *****
    As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.
    Kevin P, CPA
  • *****
    Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.
    Brian Jackson, CPA

Here’s how our AI accounting assistant
works to help with tax preparation

  • Step 1

    Sign up for your
    TaxGlobal account

    The first step is to register for a TaxGlobal account. You’ll need to complete a quick onboarding process so we can better understand your practice and expertise, but everything will be available to you once this is completed, including access to Taby!
  • Step 2

    Get your tax questions answered quickly

    Once you have access to Taby, you can start asking questions. Feel free to test it out with some basic questions — we’re sure you’ll be satisfied with its answers. We know you have the tax expertise, but Taby is here whenever you need it to supplement your answers to clients and provide an expedited way to research.
  • Step 3

    Explore the sources and similar answers

    If you need to ensure you understand the topic fully, Taby provides sources for every answer, typically from places like IRS.gov and other credible locations. These sources are easy to share with your clients to bolster their trust in you too. Besides sources, you can also view information given to similar questions asked by other users.
  • Step 4

    Recommend Taby for your clients’ questions

    Whenever your client has a tax question that you can’t answer, whether from a lack of exact knowledge or bandwidth, you’re free to suggest they ask Taby. This is an incredible way to service your clients without needing to take time and tack on extra hours of service. That way you can focus on clients with complex needs—and higher deal value!

Benefits of incorporating AI into your
accounting practice

  • Streamline your tax
    research efforts

    Gone are the days of pausing otherwise stellar service to find a tax code, refreshing your memory on local regulations, or deciphering tax jargon for your clients. Instead, have Taby take care of the simple stuff while you focus on more high-level research and strategy across a broad range of clientele.

  • Improve client experience with fast, credible information

    Besides improving the speed and accuracy of your services with this helpful research tool, tax professionals can benefit from elevating their client’s experience. How? Making information freely available establishes a trust that you won’t overcharge them for simple requests. Plus, you won’t have to worry about not responding to a one-off request—Taby is there to support you.

  • Easily scale up client load with a virtual tax assistant

    The benefits of easing your workload mean that, even if you’re a sole proprietor, scaling up won’t be a problem. Because of TaxGlobal’s lead generation capabilities, you can remain on the platform, servicing current customers while finding new ones. And with Taby at your side, onboarding and servicing new clients just got a whole lot easier!

FAQs about TaxGlobal and our
AI-powered assistant Taby

  • How does Taby work?

    Getting well-sourced, accurate answers in Taby is as easy as typing in your question. Taby uses natural processing language (NPL), which allows the program to comprehend, generate, and manipulate human language. Once you type in your question, Taby will pull from relevant sources and give you an answer within seconds. It’s really that simple.

  • Can I trust AI tax advice?

    Absolutely. Taby was developed by tax industry experts and extracts answers from credible sources such as the IRS and other state-level government sources with citations. When you use Taby, you can also view answers to similar questions posed by other TaxGlobal users.

  • Is Taby for tax professionals or just customers?

    Taby can be a busy tax professional’s best friend. With the speed and ease of using Taby, you’ll spare yourself from the rabbit holes of online research or going back to dusty old textbooks. If you want to cross-reference the information you found via Taby, you can always ask for input on the community feed.

  • How much does an AI tax advisor cost?

    Anyone who registers with TaxGlobal has free access to Taby. Taxpayers can set up free accounts with TaxGlobals, while accounting professionals doing business with our tax platform may take advantage of our subscription plan options.

  • How do I get started with Taby?

    Visit the TaxGlobal website to sign up for a free account or determine the right subscription plan for your business. If you have any questions, you may reach the TaxGlobal team at info@taxglobal.com.

Check out the other features of our
full-service platform

Start using Taby for free — register for TaxGlobal!

Using the AI accounting assistant Taby, TaxGlobal users can gain accurate, well-sourced tax information in only seconds.

Meet Taby, your new best friend in tax preparation. With the AI tax software in Taby, everything you or your clients need to know—whether it’s a complicated piece of the tax code or a basic accounting question—is right at your fingertips. TaxGlobal helps you access the information you need, connect with peers, and find the right team members that will allow your business to see big results.
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