BanditAI
Ask BanditAI
Your Intelligent Partner for Faster, Smarter Compliance
From guiding your filings to managing important actions across your workflows,
BanditAI helps you file faster, and stay compliant with absolute clarity.
Where Tax Filing
Meets Intelligence
BanditAI guides you through every step of your filing journey. Whether you’re handling
year-end forms or payroll filings, it makes the entire experience easy and error-free.
Ask. Get Answers. Keep Filing.
BanditAI is always there while you work. Ask questions in plain language and get immediate, relevant answers—right when and where you need them.
Smart Direction, Not Just Answers
Beyond answering questions, BanditAI actively guides your filing flow—helping you progress through each stage with clarity and confidence.
Reduce Filing Time with Intelligent Actions:
- Auto-generate transmittal forms: BanditAI pre-fills and generates print-ready 1096, W-3, and 1042-T forms in seconds.
- Convert Excel to CSV instantly: BanditAI quickly converts Excel files into upload-ready CSVs with accuracy.
Built for Action, Not
Just Answers
BanditAI doesn’t just answer questions—it performs actions and navigates the application for you,
helping you complete tasks instantly without hunting through menus.
Check Filing Status
Instantly
Need to know if a form is accepted, rejected, or pending?
Simply ask “What's the status of my 1099?” and let it pull
the status immediately.
Send W-9 Requests
Instantly
Need to collect a W-9 from a vendor? Tell Bandit AI who to
request it from, and it sends the request without you
jumping between screens.
Track Activity Across
Your Account
Whether it’s pending approvals or ongoing filings, Bandit AI
helps you quickly view your account activity—right when
you need it.
Built on MCP for Seamless Intelligence
BanditAI is powered by MCP (Model Context Protocol)—a secure integration layer that connects
AI agents directly with TaxBandits workflows and tax data. It enables intelligent actions, real-
time context across filings, without requiring custom coding.
Security, Privacy & Responsible AI
TaxBandits AI is built with security, privacy, and transparency at its core. Our AI-powered assistant is designed to support your filing experience while maintaining strict safeguards around your data and workflows.
Privacy-First AI Processing
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PII-Safe by Design
Personally identifiable data is used only when necessary to fulfill a support request and is handled in accordance with our Privacy Policy.
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Minimal Data Usage
Non-identifiable data elements may be used to help diagnose errors or guide the filing process, without exposing personal or sensitive details.
Your Data Never Trains AI Models
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Zero-Training Architecture
Your data is never used to train AI models. All information remains isolated within the TaxBandits environment and is never shared externally.
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Explainable & Controlled AI
AI actions are transparent, traceable, and designed to support informed decision-making—never replace it.
Proactive Risk Detection
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Built-In Compliance Safeguards
TaxBandits AI continuously monitors filing data to identify potential issues early and guide corrective action.
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Reduced Compliance Exposure
Intelligent checks help minimize errors, rejections, and last-minute surprises before submission.
Trusted & Verified
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Authoritative Intelligence
AI responses are grounded in official IRS documentation and regulatory guidance to ensure reliability and accuracy.
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Enterprise-Grade Security Standards
Data protected by security standards, including SOC 2 certification, ISO 27001 compliance, and 256-bit encryption, safeguarding your data across every layer of the system.
A Better Way to Work
Inside TaxBandits
Bandit AI is built to simplify your daily work—whether you're filing 1099s, managing
recipients, or monitoring compliance activities. With intelligent guidance and workflow
support, everything becomes faster, clearer, and more efficient.