AI for CPA societies, without tax or legal advice.

Members get cited answers from the publications. Advice questions are refused by your rule.

Example from the Tax & Compliance Library

Question: Should I set up an LLC or an S corporation?

Tax & Compliance Library

Tomas BrandtSmall-business owner

Basic

“I can only answer from the Tax & Compliance Library, and it doesn’t give tax or legal advice.”

Which form of business suits you turns on your facts. A tax professional can advise you; Pub 583 sets out what it covers:

Your businessWho owns it, who is liable and how it is taxed
A tax professionalA CPA, enrolled agent or attorney can weigh your facts
What the publication coversOnly tax considerations are discussed, not legal onesPub. 583 p.3

2 tiers searchedForms of business are described, not advised on
Rule P-02Tax or legal advice
0 answers madeRefuse and redirect

Examples are built on public documents; access tiers are simulated.

Information is fine. Advice is not.

Members ask which business structure to choose or how much tax they will owe. The association can explain what the publications say, but it can’t give individual tax or legal advice.

How Chairlift handles it

Answers come only from your publications, cited to the page.
A rule refuses questions that ask for advice on a member’s own situation.
The refusal points people to a tax professional, and to what the publication does cover.

The rules are yours.

Your team writes them in plain words. Each one shows how often it fired.

RulesTax & Compliance Library

W-06WHEN the cited section carries an FFIEC update noticeTHEN attach notice W-06
Fired 31 times last week
P-02WHEN the question asks which business form or structure to chooseTHEN refuse and point to a tax professional
Fired 34 times last week
P-03WHEN the question asks for a personal tax amountTHEN refuse and point to the return’s instructions
Fired 22 times last week