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AI-Assisted Tax Work: A Practitioner's Demo

A look at how AI is actually showing up in tax practice right now: grounded, citation-backed research across federal and state authority, and intelligence that reads client documents and flags what's worth a second look. Live demo, real tax questions, and a clear line drawn around what the technology does and what stays the practitioner's call.

About the solution

Marble is building AI for Tax Professionals. Our mission is to empower tax professionals to spend more time advising clients and less time completing manual tasks. Marble is built with enterprise-grade security and data privacy at its core. Our platform supports tax research and the workflows required for tax return preparation.

Details

Duration: 20 minutes
No CPE

Learn how technology fits into your tax practice.