About
Taxbert is an AI-powered research assistant created by The Tax Book to help practitioners find answers faster. It allows users to ask natural-language tax questions and receive concise, sourced responses with citations to IRS publications and authoritative references. Designed for working preparers, Taxbert blends The Tax Book’s trusted content with AI search capabilities to reduce lookup time and improve confidence during client consultations and tax prep.
Taxbert is appreciated for its ability to handle simple tax questions and provide quick clarifications, functioning primarily as an enhanced search tool for TaxBook content. However, many tax professionals feel it lacks depth compared to alternatives like BlueJ, which is preferred for more complex research. While some users enjoy its free access, they acknowledge its limitations in comprehensive tax analysis.
Reddit Mentions
TaxBert is great for simple questions or clarifications of rules. However it's just a very enhanced search of TaxBook content in the big scheme of things. I haven't used BlueJ, but my understanding is that it will be the better option for more robust research. Whether you need it or not depends upon the type of work you are doing
View on Reddit →Got access to the TaxBook for free, was thinking about BlueJ but TaxBert is offered for free with TaxBook. Anyone use it and like it?
View on Reddit →TaxBert is only trained on TTB content. It's more of a natural language search engine for TTB than deep AI. I use it pretty much for that purpose; Blue J for in depth tax research, ChatGPT and Gemini for other practice management things.
View on Reddit →I think it’s great but I wouldn’t choose it over BlueJ. I have both. TaxBert for simple questions, BlueJ for complex.
View on Reddit →