AI Tax Research: Get Reliable Answers to Complex Questions

This post details the application of AI agents to tax research, specifically focusing on answering complex, multi-jurisdictional questions, moving from research to drafted memos, and keeping up with changing tax rules. It highlights the use of purpose-built AI tax research software that grounds answers in primary authority, reflects current law, includes verifiable citations, and has been reviewed by a tax professional. The post emphasizes the security aspects of handling client tax data and outlines how Harvey approaches tax research by applying its legal AI platform to tax professionals' needs, including co-building custom tax models with PwC. It also provides best practices for using AI in tax research.