Marble

Who it's for

Marble is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: answering a tax question with citations you can check, and drafting the memo or client letter from it. It also fits the Tax Preparation & Review AI category.

What it costs

Marble has a free plan to start: Free plan; Pro $600/user/yr (annual; 24 intakes per user included).

Good to know

Marble keeps the whole tax engagement around one client profile: Marble Intelligence answers federal and state questions with citations to primary authority and turns them into memos and client communications, Intake agents gather information, and Return Analysis and Returns carry it through — all available now, per the homepage, which also publishes comparisons against Blue J, TaxGPT, CCH AnswerConnect, Checkpoint, Bizora and StanfordTax. Solo practitioners can start on the free plan (limited daily chats, Tax Library, SALT Matrix); Pro is $600 per user per year on annual billing with 24 intakes per user included, plus intake packs from $150 for 10. SOC 2 compliant; 14-day trial; SSO with Microsoft 365 and Google Workspace.