AI built right into the platform: ask questions about your billing, clients and work, get a plain-English briefing of what changed and what needs attention, and add AI commentary to your reports — for administrators.
The challenges
- Digging through screens to answer a simple question about a client.
- No quick overview of what changed this month.
- Reports that need someone to explain the numbers.
- Worry about AI seeing data it should not.
Example workflow
- Open the assistant inside Taxwise as an administrator.
- Ask a question about your billing, clients or work, or generate the AI briefing.
- It answers from a compact summary of your firm’s figures; passwords, CNICs and documents are never sent.
- Read the answer and act on it.
How Taxwise helps
Quick answers
Ask about your billing, clients and work in plain language.
AI briefing
A plain-English summary of what changed and what needs attention.
Report commentary
Add a short explanation to your reports.
Private by design
Only administrators can use it, and only a compact summary of your figures is sent.
Start using Taxwise
Start your trial and run your firm’s lifecycle end-to-end on Taxwise — from sale to ledger.
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