Buying guide

How to evaluate AI tax tools for your firm.

A practical, vendor-neutral framework. Read it whether or not you’re evaluating Revax - every section works as a checklist for any vendor pitch.

01
What ‘jurisdiction-specific’ actually means
How to interrogate vendor coverage of HMRC manuals, statute, statutory instruments, FTT and UTT case law - and what to do when a vendor relies entirely on third-party commentary.
02
How to test citation behaviour
A short test protocol you can run in any demo. The five questions that separate tools that genuinely cite primary sources from tools that paraphrase commentary as authority.
03
Security and data handling for regulated tax practice
What to ask about model training, data residency, audit logs, SSO, subprocessors, and ICAEW-aligned data segregation.
04
Procurement, pricing, and contract terms
Pricing models you’ll see, the right shape of pilot, what to negotiate on the master agreement, and the risks of multi-year lock-in.
05
Adoption and change management
What we’ve seen work and not work in firms rolling out AI tax tools across multiple practice groups, with concrete recommendations for the first 90 days.

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