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TaxBert
What TaxBert is
TaxBert is a web-based AI tax research assistant from TheTaxBook. It answers federal and state questions across 51 jurisdictions, letting users switch jurisdictions during research. Responses draw on TheTaxBook content, and conversations support follow-up questions plus source links for additional reading. Users can ask it to draft client emails, letters and announcements. Previous chats remain available for scrolling or searching. TaxBert is included with a TTB WebLibrary Plus subscription at no additional cost. The first-user plan is priced on request and allows up to four users, each with an individual username and password; a 5-day trial is listed. WebLibrary works anywhere with internet access on computers, iPads, smartphones and tablets. Supported browsers include Edge, Firefox, Chrome, Safari and Internet Explorer 10 or higher. TheTaxBook began in 2005 and is based in Minnetonka, Minnesota.
Who it suits
It suits tax professionals who need conversational research across federal and state jurisdictions, case law and current updates. Teams can add up to four users to the WebLibrary Plus subscription.
What it does well
- Answers federal and state tax questions
- Coverage spans 51 jurisdictions
- Natural-language follow-up research
- Drafts client communications
- Searchable conversation history
What to know first
- No free plan
- Paid subscription on request
- Web-only access
- Additional users are limited to four total
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| WebLibrary Plus with TaxBert — 1st User | TaxBert included · up to 4 users may be added | $429 |
As thetaxbook.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Verdict
TaxBert combines TheTaxBook’s research content with conversational questions, sources and drafting tools. The paid WebLibrary Plus subscription provides the assistant and supports multiple named users.
Facts from TaxBert's own pages
- Access and devices
- WebLibrary is available anywhere with internet access and can be used on a computer, iPad, smartphone, or tablet. · thetaxbook.com, 8 Oct 2026
- Chat history
- TaxBert remembers previous conversations, which users can scroll or search to revisit. · thetaxbook.com, 8 Oct 2026
- Client communications
- Users can ask TaxBert to draft client communications such as emails, letters, and announcements. · thetaxbook.com, 8 Oct 2026
- Founded
- 2005 · thetaxbook.com, 28 Sept 2026
- Headquarters
- Minnetonka, Minnesota, United States · thetaxbook.com, 28 Sept 2026
- Included access
- TaxBert is included with a TTB WebLibrary Plus subscription at no additional cost. · thetaxbook.com, 8 Oct 2026
- Maker history
- TheTaxBook says it began in 2005 after tax professionals partnered with a local commercial printer in Minnetonka, Minnesota. · thetaxbook.com, 8 Oct 2026
- Purpose
- TaxBert is an AI tax research assistant that answers tax questions and is available 24/7. · thetaxbook.com, 8 Oct 2026
- Research features
- TaxBert supports natural-language conversation, follow-up questions, and sources users can consult for further research. · thetaxbook.com, 8 Oct 2026
- 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. · thetaxbook.com, 8 Oct 2026
- Source material
- TaxBert is powered by content from TheTaxBook. · thetaxbook.com, 8 Oct 2026
- Subscription access
- The product page says access is immediate and the displayed subscription expires 12/1/2027. · thetaxbook.com, 8 Oct 2026
- Support
- TheTaxBook lists phone support at 866-919-5277, Monday through Friday, 8:00 AM–4:30 PM Central Time. · thetaxbook.com, 8 Oct 2026
- Supported browsers
- The WebLibrary page lists Microsoft Edge, Mozilla Firefox, Google Chrome, Safari, and Internet Explorer 10 or higher. · thetaxbook.com, 8 Oct 2026
- Tax topics
- TaxBert can answer both federal and state tax questions, and users can switch jurisdictions. · thetaxbook.com, 8 Oct 2026
- User limit
- The WebLibrary Plus subscription allows up to four users to be added, with each additional user receiving an individual username and password. · thetaxbook.com, 8 Oct 2026
Where TaxBert stands on Freedom251
- Tax Research Software#21 of 29