Every AI tool can answer a tax question. The problem is everything you have to type before the question. The entity type. The election history. The debt structure. What happened in Q1. Every single chat, from scratch — and one forgotten fact changes the answer.
Entity Intelligence is our answer to that problem. It's now live in PartnertaxAI for tax professionals.
One workspace per client entity
Open Entity Intelligence and you see your entities — each partnership, corporation, and LLC you manage, each with its own workspace. Open one and everything about that client is in one place: the documents on file, the standing facts, and an ask bar that goes straight to an assistant scoped to this client alone.
Documents in context
Returns, K-1s, agreements, workbooks — every document filed to an entity is part of what its assistant works from. Files arrive from wherever the work happens: sent by the client through a secure intake link, uploaded in a chat, or produced by the delivery workflow — and land on the entity they belong to. When you ask a question, the assistant sees everything on file. No digging for the operating agreement mid-question, no re-attaching last year's return.
Standing facts, entered once
Some context lives in no document: the client keeps its books on the accrual method, a §754 election has been in effect since 2024, a Q1 refinancing shifted the nonrecourse debt. In Entity Intelligence these are Known facts — you write them down once, on the entity, and the assistant is told them on every question. Update a fact when circumstances change, and every future answer reflects it.
Which is why one line is enough
Here's the payoff. A partner sells their 25% interest in June. In a generic chat, getting a useful answer means writing a paragraph of background first. In the entity's workspace, the question is one line — "what does the §754 election require?" — because the election history, the debt structure, and the returns are already in context. The answer comes back the way every PartnertaxAI answer does: cited to primary authority, with the official text one click away.
Every entity is its own silo
Each client entity is deliberately walled off from the others. Its documents, its Known facts, its chat history and memory belong to that entity alone — nothing blends across clients, and an answer about one client can never quietly borrow a fact from another. That isolation is what makes the context trustworthy: when the assistant knows something, you know where it came from.
Try it
Entity Intelligence is live for tax professional accounts. Create an entity, file a few documents, write down the facts you're tired of retyping — and ask your next question in one line, at partnertax.ai.
Shashank Sharma is the founder of Partnertax.ai, an AI tax assistant for tax professionals, built on cited IRS and Treasury sources.