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Tax AI
The whole tax code, on retainer.

The entire U.S. tax code lives inside SynergyBooks, fully searchable. Ask a tax question or hand it a real expense, and it answers from the sections of law that actually apply — and cites them, so you can check.

● Live inside SynergyBooks 2,127 sections of the tax code Looks up the law first, then answers
What it replaces
Checkpoint / CCH-style research subscriptionsthe same source law, without the per-seat subscription Guesswork categorization"probably deductible" becomes a cited analysis Hold-for-the-CPA email threadsfirst-pass answers in seconds, sections attached
The corpus

The real tax code, straight from the source

This isn't a summary of the tax code or an AI's memory of it. It's the code itself — pulled straight from the government's official publication and loaded into the platform section by section.

🏛️Official source

The full tax code exactly as the government publishes it — not scraped summaries or third-party digests.

📚2,127 sections

Every section of the U.S. tax code stored inside SynergyBooks, stamped with the exact version of the law it came from.

🔎Instantly searchable

The entire code is indexed for search — a question finds the sections that govern it in milliseconds, ranked by how well they match.

The pattern

It looks up the law first. Then it answers.

Most "AI tax tools" ask an AI to answer from memory — and AI sounds confident even when it's wrong. Tax AI flips that. Every question first searches the actual tax code, pulls the sections that govern it, and only then hands the question plus the real law to the built-in AI.

The AI's job shrinks from "remember the tax code" to "read these sections and apply them" — the part it's genuinely good at. Every answer carries the section citations it reasoned from, so you (or your CPA) can check the actual law in one click.

  • The best-matching sections of tax law pulled for every question
  • The built-in AI answers from those sections — not from memory
  • Every answer links back to the specific sections it used
  • The same look-it-up-first rule every Synergy AI follows

Why grounding matters

Citedevery answer names the exact sections of law it used
6best-matching sections looked up and read per question
0answers given from AI memory alone
Two modes

Ask a question, or analyze a transaction

💬Ask

Free-form tax research: "Can I deduct a home-office buildout?" "How much of a client dinner can I write off?" The answer comes back built on the sections it looked up, with the limits and edge cases the law actually spells out.

🧾Analyze

Point it at a specific expense — amount, vendor, purpose — and get a clear read: whether it's deductible, which limits apply, what records the law expects you to keep, and the sections to hand your CPA at filing time.

It lives where the transactions live. Because the tax code sits inside SynergyBooks, Analyze works on your real books — the expense you're questioning is one click from the answer, not a copy-paste into a separate research tool.

Under the hood

Built like a research tool, priced like a feature

Standalone tax research platforms charge per seat, per year, for access to the same law. Here the whole tax code is simply part of your accounting platform — a feature, not a second subscription.

Official U.S. Code sourcePostgreSQL full-text searchBuilt-in AINestJS moduleReact
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