Tax answers in minutes. More time to apply your expertise.

Marble’s research assistant is built specifically for tax professionals, delivering citation-backed answers in minutes. Try the preview below and reclaim time to focus on your clients.

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Marble is building AI agents to transform the tax industry.

Try the preview of our first agent Intelligence. Intelligence is an AI Tax Research assistant designed for citation backed information retrieval, research and memo drafting.

AI built exclusively for tax professionals and firms. Elevate your tax practice with a secure platform designed to enhance accuracy, efficiency, and expert-level work.

Tax Research
Ask any federal or state tax question in plain English. Get cited answers in seconds.
Draft Correspondence
Generate client emails, memos, and regulatory responses ready for your review.
Browse the Tax Code
Search federal and state statutes, regulations, and guidance. Find the exact text without memorizing section numbers.
Verify Citations
Click any source to read the full text. Read the law in context without leaving your research.
Client-specific Analysis
Get answers tailored to your client's situation, not just generic tax law.

Built for How Tax
Professionals Actually Work

Citation-backed research, secure document handling, and direct access to underlying authority. Every feature designed to help you save time and effort in complex planning and preparation tasks.

Federal & State Law

Research across federal and state jurisdictions. Statutes, regulations, and guidance from the sources practitioners rely on.

Read the Full Source

Click any citation to open the full text in Tax Library. Read the provision in context before you take a position on it.

Full Data Privacy

Your data and responses are never used to train 3rd party LLMs. Client information stays encrypted and private to your account.

SOC 2 Compliant

Marble is built with SOC 2 compliant infrastructure, encryption in transit and at rest, and strict data isolation to ensure your firm’s information remains secure and confidential.

AI Tuned for Tax professionals

Specifically tuned AI that takes into account fact patterns to provide cited answers like a tax professional, grounded in statutes, regulations, and guidance.

Research

Get the right answer, right away

Ask any federal or state tax question in plain English and get instant, citation-backed answers that link straight to tax code or regulations. Marble’s AI is trained exclusively on federal and state tax law, including statutes, regulations, and official filing instructions.

Drafting

Create polished drafts in seconds

Generate memos, client emails and regulatory responses automatically, ready for your team to review and finalize in your firm’s voice. Save hours each week.

Trust

Keep client data safe

Your data stays private and encrypted and is never used to train public models, giving you confidence to adopt AI securely.

Projects

AI that understands the context

Upload client docs and add project context so your assistant remembers the facts and keeps responses relevant across the engagement.

Future-Ready Practice

Stay ahead of the curve by bringing secure, professional-grade AI into your workflow now, not later.

More Time for Strategy

Spend less time chasing answers and more time delivering high-value planning and advisory work without adding headcount.

A Better Client Experience

Provide faster answers, clearer guidance, and more proactive insights to your clients.

Deliver high-confidence tax advice with AI built for professional standards

The platform helps tax professionals research, draft, and respond faster with citation-backed answers, integrated authority, and secure client context so your team can focus on judgment, not assembly.

I used Marble during tax season and I think it is fantastic.
It surpassed my expectations.
Kenneth C
Firm Manager
Tax Firm Manager
Looking up the AGI limit for charitable contributions would typically take 20 to 30 minutes in Checkpoint.
Marble answered immediately.
Kristen L
Tax Supervisor
Tax Supervisor
Marble excels at maintaining the precision and accuracy that's non-negotiable in tax work, while cutting down on the manual, time-consuming research that used to consume our days.
The time savings have allowed me to shift focus toward strategic advisory work where I can add the most value for clients.
Marta G
Partner, Tax Controversy
Partner, Tax Controversy

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Tax Supervisor

About Marble Intelligence

What is Marble?

An AI platform that automates tax research, drafting, and client intake for modern tax firms.

Who is Marble built for?

Tax pros at CPA firms, from solo practitioners to mid-market teams, who handle complex tax issues and returns.

What tax law does Marble cover?

Federal and state tax law, with coverage across all 50 states.

How accurate is Marble?

Marble is built for accurate, source-backed answers. Responses are grounded in real regulatory data and include citations, with continuous updates driven by changes in tax law and feedback from practitioners.

While Marble helps you move faster with confidence, it should be used alongside professional judgment—especially for nuanced or high-stakes decisions.

Is my client data secure?

Yes. SOC 2 certified, encrypted, and your data never trains public AI models.

Do you host data in the US or in any international servers?

All customer data is hosted on secure, US-based infrastructure with a tier 1 cloud provider. We follow SOC 2–compliant security practices to ensure your data is protected to a high standard.