About the Ask Nugget beta

Ask Nugget is an AI-enabled tax research companion being developed by Tax Nuggets Academy. Selected users can test the product during its limited beta and help improve its quality, usability and reliability before broader release.

Ask Nugget is currently in beta
Responses may be inaccurate, incomplete or based on an incorrect interpretation of the facts. Review the supporting references and independently verify the information before relying on it or using it to advise a client.

What Ask Nugget does

Ask Nugget searches the Tax Nuggets Academy Knowledge Base, asks follow-up questions when more facts are needed and suggests relevant Academy videos. Beta features also include File Notes, Human Review for eligible matters, Team sharing and client email drafts.

Use Ask Nugget responsibly

  • Use Ask Nugget as a starting point for research, not as a replacement for professional judgement.
  • Review cited sources and independently verify every material conclusion.
  • Remove client names and other identifying or confidential information before entering facts.
  • Review the Ask Nugget Knowledge Base before asking about an area that may be outside the current scope.

Join or access the beta

Apply to join the Ask Nugget beta. Selected applicants are invited to an onboarding session before Ask Nugget is enabled on their account.

For release announcements, see Ask Nugget Product Updates in Notion.