TaxBit ships AI assistant with source citations and role-aware access on Amazon Bedrock AgentCore

Tax compliance platform TaxBit deployed an AI assistant that answers user questions with cited sources and respects permission boundaries, built on Amazon Bedrock AgentCore to meet regulatory and data residency requirements.

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TaxBit, a digital-asset tax and accounting compliance platform, has deployed TaxBit Assist, an AI assistant embedded in its product dashboard and built on Amazon Bedrock AgentCore. According to TaxBit’s internal production analytics, more than 55 percent of users who ask Assist a question return to ask another within 24 hours.

The assistant answers questions about TaxBit’s platform by retrieving information from the public website, API documentation and help-center articles. TaxBit says every answer traces back to a source the user can open and read, and the assistant declines to answer when it lacks supporting material. The system also respects role-based permissions, avoiding workflows a user cannot access.

TaxBit built the assistant to stay within product documentation boundaries and not offer tax advice. The company says the assistant is developed and operated under ISO/IEC 42001, the international standard for AI management systems, and that TaxBit is also certified to ISO/IEC 27001 and ISO/IEC 27701 and holds a SOC 2 Type II report. TaxBit does not train or fine-tune any model, and Amazon Bedrock does not use prompts or completions to train models, according to the company.

The implementation supports regional data residency requirements from a single codebase and includes continuous quality measurement on live production traffic. Amazon Bedrock AgentCore is a platform for building and connecting AI agents at scale.

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