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.

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:
  • *****
    Working through TaxGlobal was a breeze. I matched with a CPA within minutes of signing onto the platform. Manmeet provided a list of the required documents for completing my tax return, and I was able to quickly upload each one to the secure online portal. If Manmeet had any questions for me, I was able to answer via the chat portal as well. Manmeet completed my return on time for filing, and got me more money back than I have ever received before! I can't recommend TaxGlobal enough.
    Annie P.
  • *****
    Finding a CPA this 2024 tax season was smoother than I had anticipated... I usually suffer from the tax season dread. I matched quickly and he was responsive, patient, and thorough. Forgetting TurboTax this season was easier than ever.
    Elizabeth M.
  • *****
    Thanks to TaxGlobal, I uncovered the benefits of child tax credits, leading to one of my highest refunds ever!
    Natasha L.
  • *****
    I got my tax-returns done in 2 days by a CPA - that’s a new record for me!
    Amanda J.
  • *****
    When every CPA I called was busy, TaxGlobal came to my rescue! Connected quickly with a CPA and was onboarded smoothly through the platform the same day - unbelievable how quick it was!
    Josh P.

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?

    Taby has been trained by the very best, and it knows what sources are credible when its gathering information. Relying on natural processing language (NPL), Taby seamlessly pulls information from a range of relevant sources and presents it to you in easy-to-understand terms. Just type your question and click submit—easy as that!

  • Can I get income tax questions answered for free?

    Yes! No matter what tax-related question you have, Taby will answer the first 20 questions for free.

  • Can AI be used to prepare taxes?

    AI can absolutely help prepare taxes. With Taby, you can easily understand complicated subjects, like tax codes or the purpose of specific forms, reducing the risk of error when filing your taxes or understanding your finances.

  • What if I need more help with taxes than AI can do?

    If the thought of taking on your own taxes causes anxiety, don’t sweat it. Through TaxGlobal matchmaking algorithm, you can be connected to CPAs whose expertise aligns with your needs. Whether you need someone local or someone who specializes in small businesses, the TaxGlobal matchmaking algorithm will show you the best choices. You can even read their CPA profiles as well as reviews to make your final decision.

  • How can I get started with TaxGlobal AI tax solutions?

    It’s as simple as signing up for your free TaxGlobal account today. You can also email 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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