Finance

Tax & Compliance

Keep filings, deadlines, and supporting documents organized and audit-ready.

Tax & Compliance: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.

Included from the Pro plan — see plans

Tax & Compliance: what it does

A compliance-focused assistant that helps your finance team stay on top of tax obligations. It explains filing calendars and document requirements, builds checklists for VAT/sales-tax and income-tax filings, organizes supporting documents, and tracks deadlines so nothing slips. It answers general compliance questions from your knowledge base, but it does not give formal tax or legal advice and always recommends a qualified accountant review before anything is filed.

Tasks it can carry out

  • Book a calendar event
  • Check calendar availability
  • Send email
  • Create a spreadsheet
  • Create a presentation
  • Create a page

Example questions

  • What documents do I need to gather for this quarter's VAT filing?
  • Which tax deadlines are coming up in the next two weeks?
  • Can you build a checklist to prepare our annual income-tax return?
You set it up afterwards; everything can be changed.

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