Taxfyle to Debut AI Tax Assistant in January

Technology | January 6, 2025

Taxfyle to Debut AI Tax Assistant in January

The on-demand accounting platform is set to launch its new AI customer assistant, Luis, on Jan. 31, which Taxfyle says will serve as a bridge during the customer journey to make their tax filing experience easier and quicker.

Jason Bramwell

On-demand accounting platform Taxfyle is set to launch its new AI customer assistant, Luis, on Jan. 31.

According to Taxfyle, Luis can make the tax filing process easier by quickly answering questions about required documents and other topics that could speed up filing and potential tax refunds, thus reducing a tax practitioner’s time gathering what’s required before they file their client’s taxes.

“Once users have successfully started their jobs, they can chat with Luis. Luis serves as a bridge during the customer journey to make their experience easier and quicker,” Taxfyle says in a media release. “Users retain the flexibility to opt out of interacting with Luis and speak directly with a customer support representative or tax professional. When it comes to preparing and filing tax returns, the work will still be completed by one of the accountants using the Taxfyle platform.”

Powered by the latest large language models, Luis was trained using more than 300 CPA and IRS publications for reliability, hallucination reduction, and improved correctness, Taxfyle said.

“Luis is a great addition to our platform,” Tati Leon, director of product and marketing at Taxfyle, said in a statement. “This new feature will make the customer experience easier, save the pros time, and still allow for a personal touch.”

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