TaxScout monitors 7 authoritative sources on autopilot — Federal Register, IRS.gov, IRS Internal Revenue Bulletin, Congress.gov, FinCEN, AICPA, and all 50 state revenue departments. When something changes, AI tells you which of YOUR clients are affected, estimates the revenue opportunity, and lets you draft an advisory email or engagement letter in one click.
Staying current on tax law changes is a full-time job. The Federal Register publishes thousands of pages of new rules each year. Congress passes legislation. The IRS issues guidance. States update their codes. Most CPAs learn about changes from colleagues or CPE courses — weeks or months later. Bloomberg Tax charges $5,000-$10,000/year to deliver raw information with zero personalization. You read a rule change and wonder 'who does this affect?' Then nothing happens — because the gap between reading about a rule and turning it into billable work is too wide.
TaxScout closes the research-to-revenue gap: (1) AI finds the change — monitors 7 authoritative sources automatically. (2) AI matches your clients — uses data already extracted from their documents (income types, entity structure, filing status, states). (3) You take action — one click to email the client, draft an engagement letter with fee estimate, or create a task. No Bloomberg subscription. No manual client scanning. No research-to-action gap.
CPAs can also trigger manual collection on-demand with the “Run Now” button.
20+ match templates compare regulatory changes against client tax profiles built from extracted documents. Three confidence levels: Definite, Probable, Possible.
Derived from: Tax return type (1040/1065/1120S)
"S-Corp depreciation rules changed" → matches S-corp clients
Derived from: Intake + documents
"MFJ standard deduction updated" → matches MFJ filers
Derived from: W-2 state fields, Schedule E
"California AB-1234 passed" → matches CA-based clients
Derived from: Schedule E, 1098
"Passive activity loss limits" → matches rental owners
Derived from: 1099-NEC, Schedule C
"SE tax rate adjustment" → matches self-employed
Derived from: Intake, 1099-B
"Digital asset reporting" → matches crypto holders
Derived from: FBAR, 8938
"FBAR threshold change" → matches foreign accounts
Derived from: Dependent records
"CTC expansion" → matches clients with children
From each affected client match, three actions to close the research-to-revenue gap.
AI generates a personalized advisory email explaining the change and its impact on this specific client. Edit in composer, send.
AI drafts an engagement letter for advisory/compliance work. Shows estimated fee range. Preview/edit toggle. Send for signature — enters pipeline.
Mark as not applicable for this client. Your feedback trains future matching for your firm.
Regulatory changes become earning opportunities, not just CPE obligations.
Critical (red), Action Required (orange), Action Recommended (yellow), Informational (blue). See urgency at a glance.
Total opportunities, estimated revenue range, urgency breakdown. Opportunities table sorted by fee (highest first).
Key dates from regulatory items: effective dates, filing deadlines, comment period endings. Never miss a compliance deadline.
Daily digest (weekdays 7 AM EST) and weekly summary (Friday 9 AM EST). Severity-grouped with matched client counts.
AI summary with citations, affected clients table (searchable, confidence badges), action items, revenue card, and source links.
Confirm or dismiss matches to train the engine. Future matches become more accurate for your firm's specific client base.
Federal Register (daily), IRS.gov (every 6 hours), IRS Internal Revenue Bulletin (weekly), Congress.gov, FinCEN, AICPA, and all 50 state revenue departments. CPAs can also trigger manual collection on-demand.
Every item gets a plain-English summary, severity classification (Critical/Action Required/Informational), category tags, key dates, and revenue opportunity estimate.
20+ match templates compare regulatory changes against client tax profiles already built from extracted documents. Three confidence levels: Definite, Probable, Possible.
Email the client (AI-generated advisory), create an engagement letter (with fee estimate), or dismiss. Regulatory changes become earning opportunities.
Bloomberg Tax ($5,000-$10,000/yr), Thomson Reuters Checkpoint, and CCH IntelliConnect give you raw regulatory firehoses with zero client connection. TaxGPT has no regulatory monitoring. TaxScout is the only tool that monitors 7 sources, auto-matches to YOUR clients with confidence levels, estimates revenue opportunities, and lets you draft engagement letters in one click — included in every plan.
When your clients' documents are extracted by AI, TaxScout automatically builds a tax profile for each client: entity type, filing status, states, income sources, property ownership, foreign activity, crypto holdings, etc. When a new regulatory change arrives, the matching engine runs SQL queries against these profiles using 20+ predefined templates. No AI cost per match.
Book a 15-minute walkthrough and see how it fits your firm.