Built on Amazon Bedrock AgentCore using the Strands Agents SDK, the interface unifies information previously dispersed across help centers, public pages, and APIs. To protect user privacy, the architecture incorporates automated guardrails that mask personally identifiable information prior to model invocation while respecting role-based permissions. The platform also adheres to rigorous global compliance frameworks, including the ISO/IEC 42001 standard for artificial intelligence management systems. Furthermore, every user interaction streams OpenTelemetry traces into Amazon CloudWatch to enable ongoing performance and quality evaluations on live traffic.
Key points
Neither Taxbit nor Amazon Bedrock utilizes enterprise customer prompts or submitted data…: Neither Taxbit nor Amazon Bedrock utilizes enterprise customer prompts or submitted data to train or fine-tune artificial intelligence models.
The assistant is engineered to cite readable sources and adhere to permissions while stri…: The assistant is engineered to cite readable sources and adhere to permissions while strictly prohibiting the delivery of direct tax advice.
The system aligns with enterprise certifications including ISO/IEC 42001, ISO/IEC 27001,…: The system aligns with enterprise certifications including ISO/IEC 42001, ISO/IEC 27001, ISO/IEC 27701, and SOC 2 Type II.
Sources checked by our analysis pipeline: 1
Artificial Intelligence
Taxbit Assist: A grounded, role-aware AI agent on Amazon Bedrock AgentCore
Taxbit is a digital-asset tax and accounting compliance platform. Founded in 2018, Taxbit helps enterprises such as exchanges, payment services, and brokers calculate gains and losses, collect tax documentation, and file information returns at scale. Now, a cited, permission-aware AI assistant helps compliance teams find answers right inside the product dashboard.
But the knowledge needed to use that dashboard well was scattered across the public website, API documentation, and help-center articles, and a meaningful share was never written down at all. When a customer asked “what does this form status mean?”, they either went digging or filed a support ticket. Today more than 55 percent of users who ask Assist a question return to ask another within 24 hours, according to Taxbit’s internal production analytics.
In this post, we share how we built Taxbit Assist, the AI assistant now embedded in the Taxbit dashboard, on Amazon Bedrock AgentCore, a platform to build, connect, and optimize agents at scale, with any framework or model. We cover the architecture,…
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