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AI SaaS · 2025–Present

Tax Guru AI Tax Guru AI — agentic AI SaaS case study for accounting firms

We turned an in-house AI accounting tool into a funded, production-ready scalable SaaS for accountants and firms Australia-wide.

Idea→Production
Delivery arc
300+
Users
200+ firms
In pipeline

The challenge

Tax Guru started off as us building a custom AI tool for a Gold Coast accounting firm to help with accounting queries and research. It worked well for them, but it was a fragile, single-prompt system built for one team — not a product that could be sold to other firms. To bring the value of that tool to accountants nationwide — and potentially globally — we rebuilt it as a true SaaS from the ground up, with reliability, scalability and user experience in mind.

We rebuilt it as a true SaaS, end to end:

  • Agentic harness — multiple AI agents for every different part of accounting.
  • Curated knowledge base — a vetted, expert-grade source of truth so answers stay accurate and defensible rather than relying on model parameters or unverified web results.

The outcome

Tax Guru is now changing the way accountants handle complex tax scenarios and research, saving them time and helping them serve their clients better.

Will Burns presenting Tax Guru AI at a Tax Guru event

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