Factual answers you can rely upon
○ Responses only from trusted data sources along with right citations.
○ Verify & reference citations securely with your customers.
Single standard for your customer reps
○ Let your CPAs, support leads bring single customer theme for your firm.
○ Twig's AI-model tunes for client scenarios and gives response uniform to all your reps.
One source for all your sheets, help docs, IRS codes, client templates
○ Tax reps frequently refer internal templates, help docs, pricing sheets.
○ Twig simplifies with one place for both internal datasources & external IRS codes.
○ Get a new knowledge base from customer questions + agent feedback + datasources.
AI personas mapping each Tax specialty
○ Tax scenarios are much diverse, so is our AI model.
Build persona and fine-tune it for individual Tax specialization.
○ Your firm can expand practice to new industry verticals and client base.
