For tax practices, advisory boutiques, and Big-4-spin-out firms

Tax research,
cited and fast.

Production AI for jurisdiction-aware tax-research RAG, engagement-letter automation, client-document intake, and matter management — delivered in 6 to 10 weeks. UK / EU / GCC ready. Cited answers, never hallucinated.

Book a 30-minute call Or send us a brief
Active jurisdiction-RAG build for a Paris-based tax practice
HMRC · BOFiP · ZATCA · FTA primary sources indexed
ICAEW & SRA professional-conduct aware
The pain

Tax research is overhead. Engagement letters are slower.

Most tax practices we work with have the same three problems — and the partner whose name is on the answer cannot delegate them away.

01

Research is the cheapest hour you bill

A senior associate spends 3 hours finding the cited treatment of a niche partnership disposal. The client only pays for the answer, not the research time.

02

Engagement letters take half a day

Every new matter needs a tailored engagement letter, scope of work, fee schedule, and conflict check. Half a day of partner / associate time before billable work begins.

03

Client documents arrive in 12 formats

Statutory accounts, trust deeds, share registers, intercompany agreements, P11Ds — all PDFs of varying quality. Manually re-keyed into the matter file.

How we ship it

Tax AI that cites its sources at the paragraph level.

We build AI systems that partner-down reviews accept and the regulator will sign on — not AI demos that hallucinate a citation a client could rely on.

  • Jurisdiction-aware tax-research RAG HMRC, BOFiP, ZATCA, IRS, EU member-state primary sources indexed alongside your firm's precedent library. Every answer cites its source with paragraph-level provenance.
  • Engagement-letter automation Tailored engagement letters, scope of work, fee schedules, and conflict-check pre-fill drafted from the client brief in minutes. Partner review only on the diff.
  • Client-document intake & extraction Statutory accounts, trust deeds, share registers, intercompany agreements · OCR + structured extraction + matter-file routing. Indexed for retrieval inside the matter.
  • Matter / case workbench Every matter has its own retrieval scope, audit trail, and version history. Cross-matter knowledge sharing under partner-controlled permissioning.
Stack we route across
ModelsAnthropic Claude · Mistral · open-weight extraction models
Tax sourcesHMRC (UK) · BOFiP (FR) · ZATCA (KSA) · FTA (UAE) · IRS (US) · EU primary law
Conduct & standardsICAEW · SRA · CIOT · firm-specific governance
HostingEU-resident: Scaleway · OVHcloud · AWS eu-west · on-prem option
IntegrationsiManage · NetDocuments · CCH · Thomson Reuters Onesource · Xero / Sage
Audit & evaluationParagraph-level provenance · retrieval traces · version-controlled answers
What this actually looks like

The tax research workbench, live.

A representative view of the jurisdiction-RAG and engagement-letter automation we ship for tax and advisory practices. Click between tabs, switch language — the output is cited at the paragraph level in whatever language your client expects.

Insightrix · Tax Research Workbench Live › Tax research Demo
Aaru.eu

Tax research · matter M-218 · UK partnership disposal

Jurisdiction-aware RAG over HMRC / BOFiP / IRS primary sources plus your firm precedent library. Cited at the paragraph level.
UK · HMRC firm precedent on
Research query
“What is the CGT treatment of a partner’s disposal of their interest in an LLP, where the LLP holds qualifying business assets and the partner has held their interest for 14 months? Does Business Asset Disposal Relief apply, and at what rate?”
Cited answer · 0.92 confidenceBusiness Asset Disposal Relief (BADR) is potentially available on the disposal under TCGA 1992 s.169H, subject to the 2-year qualifying period under s.169I(4) (extended from 12 months in F(No.2)A 2020). A 14-month holding period does not meet the qualifying period; the disposal will be taxed at the standard CGT rate of 20% for higher-rate taxpayers. Note the partner’s interest is treated as an interest in the underlying assets for the purposes of s.169S(1).
Cited sources
TCGA 1992 s.169H · BADR scopeHMRC
TCGA 1992 s.169I(4) · qualifying periodHMRC
TCGA 1992 s.169S(1) · partnership interestHMRC
F(No.2)A 2020 s.23 · extension to 2yHMRC
HMRC manual CG64050HMRC
Internal memo M-198 · 2025-09firm
Research metrics
Citation confidence0.92
Source coverage (6 cited)0.97
Response time4.2s

Matter workbench · live matters

Each matter has its own retrieval scope, audit trail, and version history. Cross-matter knowledge sharing under partner-controlled permissions.
open 412 live
Live matters
412
+22 this month
Research queries today
184
+38%
Avg research time
4.2s
-22s
Partner sign-off
100%
cited every line
RefClientTopicJuris.QueriesPartnerStatus
M-218Hawthorne Holdings LLPPartnership disposal · BADRUK12@JWopen
M-214Bouvier & AssociésDistribution · précompte mobilierFR8@ABopen
M-212Falcon Energy DMCCCorporate tax · UAE FTA filingUAE14@RSreview
M-211Acme Tech LtdR&D credit claim · FY24UK22@JWopen
M-208Riyadh Trading Co.VAT registration threshold · KSA ZATCAKSA6@RSsigned
M-204Park Lane Family OfficeIHT · non-dom transitionUK38@JWsigned

Engagement letter · matter M-218 · draft v0.2

Tailored engagement letter, scope of work, fee schedule and conflict-check pre-fill drafted from the client brief in minutes. Partner review only on the diff.
v0.2 · draft partner review
Letters drafted today
18
+200%
Median draft time
7m
from 3h baseline
First-pass acceptance
82%
+8pp
Conflict checks auto-cleared
96%
+4pp
Engagement letter · preview
Scope of work: advice on the capital gains tax treatment of the partner’s disposal of their LLP interest, including assessment of Business Asset Disposal Relief eligibility under TCGA 1992 s.169H, the qualifying period requirement under s.169I(4), and the treatment of partnership interests under s.169S(1). Written advice will be issued within 5 working days of receipt of the relevant partnership accounts and partner records. Fee: fixed fee of £2,800 + VAT, exclusive of HMRC enquiry support which is billable hourly at the rate set out in the firm engagement schedule. Exclusions: stamp duty land tax, inheritance tax, and any treatment under EIS or SEIS regimes are outside the scope of this engagement.
ICAEW PCRT-awarefirm SoW v3.4fee schedule FY26
Conflict & AML checks
Conflict registerclear
PEP / sanctionsclear
Source of fundsclear
UBO checkpending
Risk ratinglow

Client document intake · matter M-218

Statutory accounts, trust deeds, share registers, intercompany agreements · OCR + structured extraction + matter-file routing. Indexed for retrieval inside the matter.
indexed 14 docs
Matter documents
m-218_hawthorne/14
llp_agreement_2024.pdf42 p.
partnership_accounts_fy25.pdf28 p.
partner_interest_register.pdf8 p.
asset_register_q4.xlsxsheet
hmrc_correspondence/3
internal_memos/5
llp_agreement_2024.pdf · extracted attributes
FormLLP · UK
Incorporated2018-04-06
Partners7
Year-end31 Mar
Subject partner held14 months
Qualifying assetsyes
BADR eligibleno · period
Indicative rate20%
Holding period flagThe partner has held their LLP interest for 14 months. BADR requires a 2-year qualifying period under TCGA 1992 s.169I(4) (extended in F(No.2)A 2020). Standard 20% CGT will apply at disposal. Confirm with partner before issuing written advice.
HMRC · BOFiP · ZATCA · FTA · IRS412 live mattersICAEW & SRA-awarescaleway-paris · firm precedent library indexed live req 142,481
Outcomes

What our engagements typically deliver.

3× tax-research throughput for the same headcount
70% faster engagement-letter drafting
6–10 weeks kick-off to production
Talk to us

Tell us about your bottleneck.

A 30-minute call. We will look at one actual research request (under NDA) and tell you which AI use case to ship first — and which to defer until your conduct framework is signed off.

  • NDA in place before the call — live research questions welcome.
  • We will say if a use case crosses your ICAEW / SRA conduct line.
  • You leave with a one-page scoped roadmap, even if you do not engage.
Paris practice lead Aru is at aru.bhardwaj@insightrix.eu.

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FAQ

Common questions before we talk.

Do you give tax advice?

No. We deliver tools that make your tax practitioners 3× faster on cited research and engagement-letter drafting. Advice — and professional liability — stays with your firm.

Can the system feed in our internal precedent library?

Yes. Your in-house technical-knowledge library, firm-specific positions, and historical advice memos all sit alongside the public statute / HMRC / BOFiP / IRS corpus in retrieval. Cited every time.

Which jurisdictions are covered?

UK (HMRC), France (BOFiP), EU member-state primary law, and GCC (KSA ZATCA, UAE FTA, Oman, Qatar) as standard. US (IRS) on request. New jurisdictions take 1–2 weeks to wire.

How do you handle ICAEW / SRA professional-conduct requirements?

Every cited answer carries provenance, retrieval trace, and a confidence band. Audit log is preserved at partner-level for the regulator. We have shipped under ICAEW and SRA-aware governance frameworks.

Cited tax answers. In minutes, not hours.

Book a 30-minute call. We will scope a use case that delivers in 6 to 10 weeks — with paragraph-level provenance your partners and your regulator will actually rely on.

Book a Free Call