Employment Handbook & Policy Updates for Tax Attorneys with Bloomberg Tax
The Problem
Tax Controversy clients need handbooks updated when laws change across jurisdictions, and tracking which section needs which edit in which state is a paralegal job no one wants.
What We Build in Bloomberg Tax
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Canopy, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
Bloomberg Tax Integration Approach
Audit your Bloomberg Tax configuration
We map the specific Bloomberg Tax objects, custom fields, and workflows the automation needs to touch for your tax controversy practice.
Build on the Bloomberg Tax API or agent
Integration happens inside Bloomberg Tax — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Bloomberg Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bloomberg Tax instance
30-minute call. We'll look at your actual Bloomberg Tax setup and show exactly how this workflow fits.