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XatBot

Everything You Need to Research, Verify and Get the Work Done

XatBot brings international tax research, document work, verification and approved actions into one workspace, all built on Orbitax's global tax library covering 195+ jurisdictions and 4,000+ treaties.

Research and Verify

Every answer is grounded in Orbitax's verified research and comes with its sources and a confidence rating.

Tax Research

Ask any tax query in plain language. You get a research position with primary-law citations and a High, Medium or Low confidence rating. Build on it with follow-up questions, or turn it into a report, presentation or memo.

jurisdictions
195+
tax treaties
4,000+
XatBot Tax Research: a plain-language question answered with inline citations, sources and a confidence rating

Treaty Analysis

Compare treaty positions between any two jurisdictions. For a royalty paid from India to the Netherlands, XatBot finds the withholding rate, checks double-taxation relief and cites the treaty article.

XatBot Treaty Analysis: the treaty rate and article for a payment between two jurisdictions

Answer Verification

Behind every answer is a verification pass against primary sources. Open the Verification tab to see the citations and a confidence rating for each key point before anything goes to a client.

XatBot Answer Verification: the Verification tab with sources, a confidence rating and a Verified indicator

Work with Documents

Bring your own tax documents into the conversation and work with them without leaving XatBot.

Tax ReviewsComing soon

Find out whether a memo or opinion gets the facts right. Upload a PDF or Word file and XatBot checks each claim against Orbitax research and trusted sources, with a coverage view and an overall accuracy rating.

XatBot Tax Reviews: an uploaded memo beside a findings panel, coverage view and overall accuracy rating

Document Analysis

Upload a PDF, Word, Excel, CSV, XML, JSON or image file, or even the 40-tab workbook the local finance team sent over, and ask XatBot to summarize it, compare it or pull out the figures you need.

XatBot Document Analysis: an uploaded file analyzed into a summary and extracted figures

Execute and Automate

Getting the answer is usually where the work starts. XatBot can carry out what comes next, once you approve it.

Platform Actions

Say what you need done, such as setting up a GMT scenario, and XatBot drafts the steps in order. Reorder, edit or drop any of them and approve the plan. Only then does XatBot act in Orbitax.

  1. Request

    You describe the outcome in plain language.

  2. Plan

    XatBot proposes the steps it will take.

  3. Approve

    Review and edit the plan. Nothing runs until you approve.

  4. Execute

    XatBot carries out the approved steps.

  5. Result

    See exactly what changed.

Background Execution

Let approved work run in the background and check on its progress when you like. If XatBot needs an answer from you, it pauses, then carries on with the same run, and nothing already done is lost.

XatBot Background Execution: an approved workflow running in the background, paused for input and resumed

Tax Flows

Schedule recurring tax questions to run weekly, monthly or yearly. XatBot reruns the verified research each time and returns a change report you can share with your team and stakeholders.

XatBot Tax Flows: a recurring tax question with its previous and new result and a change report

Connect and Standardize

Bring in information from the systems your team already uses, and set one approach for the tax questions that keep coming back.

Connections

Connect Google Workspace or Notion by signing in, or add any compatible MCP server. XatBot can then draw on information from those systems during a conversation.

XatBot Tax Skills: two responses to related questions sharing the same structure and depth

Tax Skills

A Tax Skill sets the structure and depth for a class of tax questions, so recurring questions get consistent answers. Skills currently cover Pillar Two and GloBE, making positions easy to compare across jurisdictions.

Advanced Capabilities

For complex questions, finished work products and finding your way around Orbitax.

Deep Research

For complex questions that span several laws or documents. XatBot clarifies the question, proposes a plan of two to six research tasks for your approval, then delivers one structured, fully cited report you can download as PDF or HTML.

  • Plan
  • Research in parallel
  • One report
XatBot Deep Research: a research plan of parallel tasks delivering one structured, cited report

Drafting

Turn an answer into an email, memo or slides that keep the research and sources behind it.

  • Email
  • Memo
  • Slides
XatBot Drafting: an answer turned into an email, memo or slides with its sources kept

Guided Navigation

Ask where something is in Orbitax and XatBot takes you to the right module, with step-by-step guidance when you need it, so you can go from an answer to the next task.

Specialist Tax

Dedicated support for corporate tax comparisons and Pillar Two work.

CIT Calculator

Enter one income or profit figure and see the corporate tax liability across the jurisdictions you choose, side by side.

XatBot CIT Calculator: corporate tax liability for one profit figure across four jurisdictions side by side

GMT & Pillar Two

Check a jurisdiction's GloBE status, work with compliance scenarios and due dates, and use the Pillar Two Tax Skill for consistent analysis across your group.

XatBot GMT and Pillar Two: an entity with its GloBE status, compliance scenario and due date

From Tax Question to Completed Work

Each step feeds the next, so a tax question can become finished work without leaving XatBot.

Ask

Put your question in plain language.

Research

XatBot works from Orbitax's verified tax content.

Verify

Check the answer against its sources.

Analyze

Bring in your documents and connected data.

Act

Approve the next steps and XatBot carries them out in Orbitax.

Put AI to Work Across Your Tax Function

From the first question to the finished task, your team works in one place, with the sources behind every answer.

  • 195+ Jurisdictions
  • 4,000+ Treaties
  • Verified Research
  • Cited Answers

AI Tax Assistant Pricing for Tax Professionals

Start free, then scale as you grow. Plans are based on the work XatBot does, not the number of questions you ask.

XatBot

with Tax News Headlines

Your starting point for AI-powered tax research, plus Tax News headlines to keep you current.

Free

Get Started

XatBot Pro

with Full Tax News Coverage

Your AI powered compliance research assistant and full article access with personalized filtering for your corporate footprint.

$49/ user / month

XatBot Pro+

with Full Tax News Coverage

Your AI compliance research assistant for complex research and multi-step tasks, monitoring your specific tax obligations and alerting you to changes.

$199/ user / month

Need higher limits or a company-wide plan?
Custom plan
All 40+ AI tools, admin controls and support, with pricing tailored to your team.
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