Overview
Marble is the end-to-end AI-powered platform built for tax professionals, helping accounting firms streamline tax research, client intake, tax preparation, and review. With the Marble connector for Claude, tax professionals can access Marble’s specialized tax research and client intake capabilities directly within their Claude conversations, reducing manual work and making it easier to get tax work done. Research complex tax questions Leverage Marble’s tax research capabilities covering US federal and all 50 state tax jurisdictions. Investigate complex tax scenarios, understand applicable regulations, and get research-backed answers with supporting citations. Access and review client intake information Connect Claude to your existing Marble intakes to understand what information has been collected, review available tax documents, and identify outstanding information needed to move an engagement forward. Streamline tax preparation workflows Bring tax research and client intake information together to support preparation activities. Use Claude to help interpret tax requirements, understand available documentation, and determine next steps for an engagement. Work in the tools you already use Access Marble’s specialized tax capabilities within Claude while continuing to use Marble to manage your broader tax workflows. Marble is built specifically for tax professionals, with enterprise-grade security, SOC 2 Type II certification, and a commitment to protecting sensitive client information. Spend less time switching between tools and more time getting tax work done.
