This innovative AI-powered assistant transforms the way you interact with our platform by enabling conversational follow-ups. You can now ask additional questions in a natural, intuitive manner—making it easier than ever to find the information you need.
But that’s not all. The AI Assistant also introduces a suite of intelligent features designed to enhance productivity and streamline research.
Some of features included in the AI-Assistant:
- Copy AI answer to clipboard
- Summarize source documents
- Draft client letters
- Create a memo
- Perform calculations
For more information, visit our FAQ page.
Here is how to use this incredible new feature:
1. Ask an initial question in the "Ask a Tax Question" tab
2. Within the given answer, enter a follow up question (or new question) in the "Follow up with a chat" field
3. The AI-Assistant will open in a side widget.
