Partnertax AI

Partnertax AI is an AI tax research assistant for US federal and state tax questions. Every answer comes with a citation to the primary source, such as a statute, Treasury regulation, or IRS guidance. You can click the citation and read the official text yourself. The vendor says the library has more than 127,000 sections covering the Internal Revenue Code, Treasury regulations, IRS rulings, Tax Court opinions from 2018 onward, IRS forms and publications, the Internal Revenue Manual, and tax treaties with 69 countries.

You can ask for a research memo instead of a plain answer. According to Partnertax AI, the memo format has sections for Issue, Analysis, Conclusion, and Authorities Cited. You can also attach PDFs or workpapers, connect QuickBooks or Xero, and ask questions about a client's own records. If you want a second look, the vendor offers an expert review service: Partnertax AI's own tax team checks an answer and replies with notes. The Essential plan includes one expert review per month; Pro includes three.

Each client can have an Entity Intelligence workspace that keeps documents like returns, K-1s, and agreements on file, along with standing facts such as elections and accounting method. The assistant has its own chat history per entity, and document downloads are logged. There is also a Tax Planning mode (the vendor labels it version 1) for what-if questions on a client's year using federal tax figures only. It screens strategies like an S corp election, a Solo 401(k), or bunching charitable gifts, and each strategy comes with a deadline and authority. You can save plan versions as PDFs. A State Tax Matrix lets you pick states and attributes such as filing requirement, apportionment, PTE election, or nonresident withholding, then shows a side-by-side table with a citation in each cell. A separate Client Manager is a simple prospect and client list by stage, with team assignment and an activity trail.

Pricing starts with a free Starter plan that gives 15 assistant questions per month and limited Entity Intelligence, no credit card required. Essential and Pro add more searches, document questions, and expert reviews, as detailed in the FAQ. All plans are monthly, with annual plans available on request by email. The pricing page does not say whether the price is per user or per firm. A separate add-on, PartnerTax MCP, connects the same tax library to Claude, ChatGPT, and other MCP assistants. MCP is a common standard that lets different AI assistants use the same external data and tools. The first month is free, then it costs $20 per month for unlimited questions.

There are limits to plan around. The service is US-only and English-only, and Tax Planning mode uses federal tax figures only. It does not prepare or e-file returns. The vendor does not name which AI model it uses. The security page says Partnertax AI is working toward SOC 2 Type II but has no report yet; client data is not used to train models, sensitive identifiers are masked before processing, hosting is US-only, and listed subprocessors include AWS, Cloudflare, Vercel, Pinecone, PostHog, and an affiliated research company. Partnertax AI is a young company, with a site and domain dating from 2026, and no G2 or Capterra reviews were found as of November 2026.