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On the recordRead 8 Oct 202616 facts
TaxBert
Minnetonka, Minnesota, United States
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
On the record
- Access and devices
- WebLibrary is available anywhere with internet access and can be used on a computer, iPad, smartphone, or tablet.thetaxbook.com · read 8 Oct 2026
- Chat history
- TaxBert remembers previous conversations, which users can scroll or search to revisit.thetaxbook.com · read 8 Oct 2026
- Client communications
- Users can ask TaxBert to draft client communications such as emails, letters, and announcements.thetaxbook.com · read 8 Oct 2026
- Included access
- TaxBert is included with a TTB WebLibrary Plus subscription at no additional cost.thetaxbook.com · read 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 · read 8 Oct 2026
- Purpose
- TaxBert is an AI tax research assistant that answers tax questions and is available 24/7.thetaxbook.com · read 8 Oct 2026
- Research features
- TaxBert supports natural-language conversation, follow-up questions, and sources users can consult for further research.thetaxbook.com · read 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 · read 8 Oct 2026
- Source material
- TaxBert is powered by content from TheTaxBook.thetaxbook.com · read 8 Oct 2026
- Subscription access
- The product page says access is immediate and the displayed subscription expires 12/1/2027.thetaxbook.com · read 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 · read 8 Oct 2026
- Supported browsers
- The WebLibrary page lists Microsoft Edge, Mozilla Firefox, Google Chrome, Safari, and Internet Explorer 10 or higher.thetaxbook.com · read 8 Oct 2026
- Tax topics
- TaxBert can answer both federal and state tax questions, and users can switch jurisdictions.thetaxbook.com · read 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 · read 8 Oct 2026
