TaxBert
TaxBert is a web-based AI tax research assistant powered by TheTaxBook content.
What TaxBert is
TaxBert is a web-based AI tax research assistant powered by TheTaxBook content. It answers federal and state tax questions, lets users switch jurisdictions, and supports natural-language conversations with follow-up questions. Responses include sources for further research. You can also ask it to draft client emails, letters, and announcements. Previous conversations remain available for scrolling or searching. TaxBert is included with a TTB WebLibrary Plus subscription at no additional cost. WebLibrary works anywhere with internet access on computers, iPads, smartphones, and tablets. Listed browsers include Edge, Firefox, Chrome, Safari, and Internet Explorer 10 or higher. Coverage includes 51 jurisdictions, a case law database, current law updates, and AI research tools.
Good
- Answers federal and state tax questions
- Switches between jurisdictions
- Provides sources for further research
- Drafts client communications
- Retains searchable chat history
Watch out
- No free plan
- Included through WebLibrary Plus subscription
- Internet access is required
Who it suits
TaxBert suits tax professionals who need federal and state research, case law, current updates, and client communication drafts. It is designed for web access across computers and mobile devices.
Verdict
TaxBert combines conversational research, jurisdiction switching, source links, and drafting tools within WebLibrary Plus. Consider the subscription structure and per-contact price when planning access for multiple users.
Plans and prices
From TaxBert's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| WebLibrary Plus with TaxBert — 1st User | Priced on request | TaxBert included · up to 4 users may be added |
The facts
Each one read from TaxBert's own pages, with the date it was checked.
Where it runs
- Access and devices
- WebLibrary is available anywhere with internet access and can be used on a computer, iPad, smartphone, or tablet.checked 8 Oct 2026
- Supported browsers
- The WebLibrary page lists Microsoft Edge, Mozilla Firefox, Google Chrome, Safari, and Internet Explorer 10 or higher.checked 8 Oct 2026
What it does
- Chat history
- TaxBert remembers previous conversations, which users can scroll or search to revisit.checked 8 Oct 2026
- Client communications
- Users can ask TaxBert to draft client communications such as emails, letters, and announcements.checked 8 Oct 2026
- Included access
- TaxBert is included with a TTB WebLibrary Plus subscription at no additional cost.checked 8 Oct 2026
- Purpose
- TaxBert is an AI tax research assistant that answers tax questions and is available 24/7.checked 8 Oct 2026
- Research features
- TaxBert supports natural-language conversation, follow-up questions, and sources users can consult for further research.checked 8 Oct 2026
- Security and privacy
- TheTaxBook provides a privacy statement that says it was last updated on 8/20/2025 and links to a separate privacy policy document.checked 8 Oct 2026
- Source material
- TaxBert is powered by content from TheTaxBook.checked 8 Oct 2026
- Subscription access
- The product page says access is immediate and the displayed subscription expires 12/1/2027.checked 8 Oct 2026
- Support
- TheTaxBook lists phone support at 866-919-5277, Monday through Friday, 8:00 AM–4:30 PM Central Time.checked 8 Oct 2026
- Tax topics
- TaxBert can answer both federal and state tax questions, and users can switch jurisdictions.checked 8 Oct 2026
- User limit
- The WebLibrary Plus subscription allows up to four users to be added, with each additional user receiving an individual username and password.checked 8 Oct 2026
The company
- Founded
- 2005checked 28 Sep 2026
- Headquarters
- Minnetonka, Minnesota, United Stateschecked 28 Sep 2026
- Maker history
- TheTaxBook says it began in 2005 after tax professionals partnered with a local commercial printer in Minnetonka, Minnesota.checked 8 Oct 2026
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