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SPECIFICTION
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TaxBert

thetaxbook.com

Web
Visit thetaxbook.com
Spec score 7.0 #18 of 31 in Tax Research Software

Spec sheet

Purpose
TaxBert is an AI tax research assistant that answers tax questions and is available 24/7.Read 8 Oct 2026 · thetaxbook.com
Support
TheTaxBook lists phone support at 866-919-5277, Monday through Friday, 8:00 AM–4:30 PM Central Time.Read 8 Oct 2026 · thetaxbook.com
Headquarters
Minnetonka, Minnesota, United StatesRead 28 Sep 2026 · thetaxbook.com
Founded
2005Read 28 Sep 2026 · thetaxbook.com
Access and devices
WebLibrary is available anywhere with internet access and can be used on a computer, iPad, smartphone, or tablet.Read 8 Oct 2026 · thetaxbook.com
Chat history
TaxBert remembers previous conversations, which users can scroll or search to revisit.Read 8 Oct 2026 · thetaxbook.com
Client communications
Users can ask TaxBert to draft client communications such as emails, letters, and announcements.Read 8 Oct 2026 · thetaxbook.com
Included access
TaxBert is included with a TTB WebLibrary Plus subscription at no additional cost.Read 8 Oct 2026 · thetaxbook.com
Maker history
TheTaxBook says it began in 2005 after tax professionals partnered with a local commercial printer in Minnetonka, Minnesota.Read 8 Oct 2026 · thetaxbook.com
Research features
TaxBert supports natural-language conversation, follow-up questions, and sources users can consult for further research.Read 8 Oct 2026 · thetaxbook.com
Security and privacy
TheTaxBook provides a privacy statement that says it was last updated on 8/20/2025 and links to a separate privacy policy document.Read 8 Oct 2026 · thetaxbook.com
Source material
TaxBert is powered by content from TheTaxBook.Read 8 Oct 2026 · thetaxbook.com
Subscription access
The product page says access is immediate and the displayed subscription expires 12/1/2027.Read 8 Oct 2026 · thetaxbook.com
Supported browsers
The WebLibrary page lists Microsoft Edge, Mozilla Firefox, Google Chrome, Safari, and Internet Explorer 10 or higher.Read 8 Oct 2026 · thetaxbook.com
Tax topics
TaxBert can answer both federal and state tax questions, and users can switch jurisdictions.Read 8 Oct 2026 · thetaxbook.com
User limit
The WebLibrary Plus subscription allows up to four users to be added, with each additional user receiving an individual username and password.Read 8 Oct 2026 · thetaxbook.com

Plans and prices

WebLibrary Plus with TaxBert — 1st User Priced on request TaxBert included · up to 4 users may be added Read 8 Oct 2026 · thetaxbook.com

Every TaxBert plan and price →

Where Specifiction places it

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