AI Tax Guidance Search Agent
Automating Tax Compliance Research with AI
Compress Research-to-Memo Time Without Sacrificing Defensibility
The agent retrieves authoritative guidance from primary law, regulations, and curated tax libraries, then generates IRAC-structured memos with pin-cites and effective dates—ready for partner review.
Surface Nexus Obligations Across All 50 States
Automated threshold tracking compares your trailing sales data against each state's economic nexus rules, P.L. 86-272 limitations, and marketplace facilitator laws to produce a jurisdiction heatmap with first-met dates.
Maintain Currency and Audit Trails for Every Position
Built-in citator checks flag superseded or contrary authority, while versioned workpapers preserve the full research path—who asked what, when, and which sources supported each conclusion.
How Cassidy automates using AI
Step 1: Capture Facts and Scope the Research Question
The Workflow triggers when a tax manager submits a query—via Slack, Teams, or directly in Cassidy. The Agent prompts for missing details: taxpayer profile, jurisdictions, transaction types, sales-by-state figures, and desired deliverable format.
Step 2: Retrieve and Cite Authoritative Guidance
Cassidy searches your connected Knowledge Base—firm memos, prior workpapers, and synced tax libraries—alongside primary law and secondary analysis. Every answer includes deep-linked citations with effective dates and authority weight.
Step 3: Run Multi-Jurisdiction Nexus Analysis
The Agent compares your client's facts against state-by-state thresholds for sales/use tax, income/franchise nexus, and P.L. 86-272 internet-activity limitations. It generates a nexus heatmap, flags states where protection may be at risk, and notes pending legislative changes.
Step 4: Draft Review-Ready Deliverables
Cassidy produces an IRAC-structured memo, state-by-state taxability matrix, or client-facing summary letter—complete with embedded citations, risk flags, and recommended next steps. Human-in-the-Loop review lets managers approve or refine before finalizing.
Step 5: Save Workpapers and Enable Monitoring
Final deliverables are saved to your document management system with full audit trails. Cassidy sets up alerts for threshold changes, new state adoptions of MTC guidance, and rate updates that could affect your conclusions.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
