Expand delivery capacity
A coordinated agent team advances research, fact development, analysis, and drafting in parallel.
Most AI tax tools begin with a question. TaxSig begins with the engagement.
Built for client deliverables. Not just answers.
Tax work worthy of your firm’s name. Work product your firm can trust.
TaxSig’s supervised AI agents drive each engagement from a tailored PBC to near-client-ready work product—backed by a frozen record of verified facts and law, independently challenged analysis, and a complete review trail linked to primary sources.
Matter TS-024, Client: MaxSig, Inc.
Client Matter: entity restructuring tax implications
01
Client intake + agent-tailored PBC
Matter-specific evidence requests completed
Complete
02
Controlled record of facts + authority
Client evidence and primary-source text checked, locked, and linked
Verified
03
Supervised agent team
Positions tested against the same controlled matter record
Drafted
04
Professional judgment
Open decisions presented for partner review
Approved
Expected output
Near-client-ready deliverable + evidence file
Publish for Client
A better service model
Complex tax work should move faster without thinning the evidence or review behind it.
TaxSig gives every matter a disciplined operating path, so professionals spend less time reconstructing the work and more time exercising judgment.
The AI should work silently behind the client deliverable. Only the leverage should be visible to the firm.
Reduce review drag
Claims arrive with their support, assumptions, and unresolved judgments visible to the reviewer.
Deliver consistently
The same firm-defined workflow and quality gates govern every matter, team, and deliverable.
Keep judgment human
Professionals decide the positions. TaxSig preserves what they decided, why, and on what record.
How TaxSig works
A matter moves through gates, not guesses.
TaxSig starts with client intake and ends with partner-reviewable work product—and the evidence record behind it.
01
Run the client evidence loop
TaxSig agents create a tailored PBC, collect supporting materials, test the responses, and build a source-linked fact record.
Gate: facts verified?
02
Verify the law
Agents gather relevant authority, preserve the operative text, and verify what may support the analysis.
Gate: law verified?
03
Coordinate the agent team
Specialized agents test the same record from defined roles to expose conflicts, gaps, and weak support.
Gate: position supported?
04
Bring judgment to review
The firm receives near-client-ready work product with the verified evidence, open issues, and judgment trail attached.
Professional approvalAt any gate, if the record is not ready, TaxSig does not improvise or assume. It produces a precise request for the missing evidence or stops for human judgment.
Inside the service provider
Specialized agents. One governed engagement.
TaxSig is an engagement system, not an answer engine. It produces firm-branded client deliverables while preserving the verified evidence, unresolved issues, and professional judgment that make the work reviewable and defensible.
Record
Fact Associates
Build and test the client fact record.
Law
Research Panel
Finds, captures, and verifies authority.
Reasoning
Analysis Panel
Tests positions from independent roles.
Output
Drafting Team
Turns supported analysis into firm-ready work.
One governed
matter record
Each agent has a defined job. None can quietly change the facts, the law, or the professional’s decision.
One system, two layers
Immediate value on the surface. Trust underneath.
The firm experiences a faster path to a near-client-ready deliverable. Beneath it, TaxSig preserves the governed record that makes the work reviewable and trustworthy.
What the firm delivers
The work layer
A polished, firm-branded memo prepared for professional approval and client delivery.
- Fewer handoffs
- Less rework
- More visible progress
What the firm retains
The trust layer
An immutable engagement record preserves the PBC record, source-linked evidence, working analyses, identified disagreements, and documented judgment trail behind the deliverable.
- Evidence provenance
- Sufficiency controls
- Review trail
Trust by design
Every material conclusion travels with its support.
Evidence before inference.
Trust is not a disclaimer; it is the architecture. TaxSig makes the review record part of the work product: the sources, verified facts, identified gaps, and professional decisions that moved the matter forward.
Facts are verified against client evidence and representations. Legal support is verified against primary source text. The firm retains responsibility for professional judgment.
Partner review brief
Ready for review
Redemption analysis · Client: Alder Holdings
Supported position
The distribution is governed by the redemption rules, subject to the ownership attribution analysis below.
Client facts
8 source-linked facts verified from the engagement record
Authority
IRC § 302; Treasury regulations; 4 verified authorities
Open judgment
Confirm family-attribution treatment before client delivery
Put TaxSig to work
Start with a real matter.
Built by a tax lawyer, for the professionals who have to stand behind the advice.
Bring a sanitized historical engagement. Compare the review time, corrections, and traceability against the way the work gets done today.
Test a matter with TaxSig