How Praxio AI Works: A Smarter Way to Answer Tax Questions

Built for Australian public practice accountants and tax professionals, Praxio AI - Tax Assistant accelerates research, delivers citation backed answers, and drafts client ready advice in minutes.

Why firms are turning to an AI tax assistant

If you are spending too long combing rulings, second guessing case law, and rewriting emails for the third time, there is a faster and safer way. Praxio AI - Tax Assistant takes a client scenario and returns defensible research with citations and clear draft language you can refine and send. It is designed specifically for Australian tax workflows, not a generic chatbot.

What you get out of the box

Designed for accountants and tax professionals
Praxio AI - Tax Assistant is purpose built for Australian practice needs. You get technical depth, reliable references, and outputs you can use with clients. It is Australian owned and developed.

Reliable answers with sources
Responses include legislation and ATO rulings & guidance, so you can see and check the material that underpins the research.

Smart ongoing chat
Ask clarifying questions, iterate, and redraft as you refine the facts or assumptions. The software also asks targeted questions when it sees gaps or ambiguity so it can improve the research. Your full research history is saved, so you can revisit the thread later.

Client ready output
Receive clear professional wording that is ready to paste into client emails, memos, or advice notes, then tailor as needed.

Security you can explain to clients
Data is encrypted in transit with modern TLS including TLS 1.3 and at rest with AES 256. Our security framework aligns to SOC 2 best practice. Your data is not used by upstream AI providers to train their models. You can download or delete your data at any time.

A quick walkthrough from scenario to draft advice

Step 1. Start with the client scenario
Type a plain English brief. For example, Capital Gains Tax where a client sells a small business asset, has carried forward capital losses, and is considering the small business CGT concessions with a trust distribution to a spouse. Include relevant facts and the output you want, such as research, steps, risks, or a client email draft.

Step 2. Get a citation backed answer
Praxio AI - Tax Assistant retrieves and synthesises technical material to outline the position, identify issues and risks, and link to legislation and ATO guidance. Scan the citations to verify before you proceed.

Step 3. Refine with clarifying questions
Change an assumption or add facts. For example, confirm whether the entity meets basic conditions for the small business concessions and whether the active asset test is satisfied. Praxio AI - Tax Assistant refreshes the analysis and redrafts the research without losing context because the chat persists. Where it can improve the research, the software will also ask you targeted questions, for example about turnover, affiliate and connected entity tests, or timing of the CGT event.

Step 4. Review and send the outputs
Review the AI generated client ready draft and the technical research. Email both outputs directly from your workflow. Use the client ready draft for the client and keep the technical research as your internal work paper. You can tailor tone and depth before sending.

Step 5. Save your trail
Your research history is saved and accessible. You keep context and rationale alongside the final advice which improves transparency, review, and training.

Prefer to watch a short demo video You can view a quick product run through on our website.

Where it shines in daily work

Tax research
Summaries that show their working with references to legislation and rulings help you move from first pass to review much faster.

Quick redrafting
Turn technical research into a client friendly note, or expand it into a partner level memo, in minutes.

Scenario modelling
Adjust key facts, then compare outcomes and risks without starting again each time.

Consistency and oversight
Saved conversations support internal review and staff training, while citations improve auditability.

Security and trust by design

Accountants will not compromise on client confidentiality. Praxio AI - Tax Assistant uses TLS in transit and AES 256 at rest within a framework aligned to SOC 2 best practice for Australian firms. Your data is not used to train upstream models. You can download or delete data at any time.

What accountants are saying

We’re loving Praxio AI – Tax Assistant. Our team of accountants have all used it over the past few weeks, and it’s quickly become an invaluable tool. When tricky client scenarios come up, we run the facts through Praxio AI to check our thinking against the legislation. It gives us confidence, direction, and saves hours of research time.

The ability to generate draft client advice is another real benefit, as I can quickly refine the draft and send it out, particularly for complex areas. It’s clear the platform is built around accountants’ needs, with citations and links straight to legislation. Overall, it’s making our office more efficient and helping us deliver better advice to clients
Albert De Jager - Byford Accountants

Try it with your next tricky query

Give Praxio AI - Tax Assistant a real client scenario and see how the citations, clarifying flow, and draft outputs reduce the time between first principles and final advice. New users can start with a seven day free trial.

Join our live demo and training on 30 September 2025

We are hosting a live product walkthrough with practical prompt design tips for Australian accountants on 30 September 2025.
Register here: https://forms.gle/NKPHiKz9zQ84SnHj9

About Praxio AI Tax Assistant

Praxio AI helps Australian public practice accountants and tax professionals answer complex tax questions faster, with reliable citations and client ready drafts, all in a secure and professional workflow.