Integration · Finance

Chat with TaxAct.

Estimate your refund and check needed documents and filing costs with TaxAct. Ask in plain English, and get the answer with its source linked.

Create free account

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Read by default Changes on approval No index

It reads

Estimate your refund and check needed documents and filing costs with TaxAct

It can change, with approval

At Read and change, it offers the tools TaxAct's own server lists as changes, and each one waits for your approval.

It never

Builds an index
Sees what you can't
Trains a model
Changes anything unasked

Read-only by default. Only your TaxAct.

It needs no TaxAct account: it asks TaxAct's public server, only when a question needs it. Switch it to Read and change, and each change waits for your approval, shown exactly as it will run.

It reads through TaxAct's own MCP server, only when you ask. None of it trains a model. More on the security page.

Disconnect any time.

In Chat with Work: Settings, Connectors, Disconnect. The assistant stops using it at once.
Or pause it: A paused connector stays connected, but the assistant can't use it until you resume it.

Works with the rest of your work