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Public documentation

TaxWeave product facts, ready for agents and developers.

For connected assistants, start with the TaxWeave MCP tools at https://taxweave.ai/mcp. The HTTP API below remains available for existing integrations.

Search the published TaxWeave documentation, check current features, and estimate pricing from first-party sources. The public documentation API retrieves matching sections with source URLs. It requires no signup, API key, or product account.

When to use this

Use these resources when evaluating whether TaxWeave fits a tax firm, checking supported integrations, comparing current and planned capabilities, or answering pricing and onboarding questions. Cite the returned sources so the firm can verify the answer.

For product research, start with the product guide, pricing, structured product facts, or documentation index. Read the agent guide for browser tools and official skills.

Quickstart: find a published answer

Send a GET request with a query string. Pin the current public search contract with API-Version: 1, or omit the header to use the default.

curl --get 'https://taxweave.ai/ask' \
  --data-urlencode 'query=Does TaxWeave file returns?' \
  -H 'API-Version: 1'

The JSON response contains a results array of matching public sections. Each item includes its name, description, source URL, and grounding sources. The endpoint retrieves existing text; it does not generate a new answer.

POST requests and streaming

POST to the same endpoint with Content-Type: application/json and a query.text string. Queries must contain 1–500 characters; request bodies must fit within 8 KB of UTF-8 data.

{
  "query": {"text": "What does TaxWeave cost for 250 clients?"},
  "prefer": {"mode": "list", "streaming": false}
}

For server-sent events, set prefer.streaming to true, use streaming=true with GET, or request Accept: text/event-stream. The stream sends start, indexed result, and complete events. A search with no matches reports NO_RESULTS; it does not invent an answer.

Response and error contracts

Read the OpenAPI contract for typed requests, responses, and errors. The public search API major is 1; its separate NLWeb response version is 0.55.

Error responses carry a machine-readable code, a message, and recovery guidance when available. The API returns at most five matching sections. It has no writes, pagination, or asynchronous jobs; search requests are safe to retry.

Rate limits

The search budget starts at 60 requests per IP and refills one request per second within each warm function instance. RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset describe that instance's budget on GET and POST responses, including invalid requests. This is best-effort per-instance enforcement, not a global distributed quota. A 429 response also supplies Retry-After.

Public information and product access

This endpoint searches public website information only. It does not access firm accounts or taxpayer documents, provide tax advice, file returns, or perform product actions. Keep client information out of search queries.

Firm account access follows an introductory call and onboarding. The website does not advertise a public product API or MCP server. Read access guidance and the privacy policy for current details.

Product-updates signup is a separate action

The OpenAPI contract also describes product-updates signup. That operation can change mailing-list membership and trigger a welcome email. Follow the updates signup guide and obtain explicit permission for the supplied email address. Product research, pricing questions, and booking do not imply consent.

Explore the workflow guides

Gmail and Google Drive workflow · Outlook and OneDrive workflow

1040 workpaper preparation · Client email and documents · Alongside existing software · Founder interviews and coverage

Demonstration transcripts

TaxWeave product overview: visual transcript

Visual descriptions of silent demos, using synthetic information. These describe the recorded interface, not guaranteed processing speed, time savings, or availability of planned features.

  1. 00:00–00:05 The Firm Workflows screen shows 1040 workpaper preparation enabled. Other preparation and return-review workflows are marked coming soon.
  2. 00:05–00:10 The Integrations screen opens an email connection panel showing Gmail and Outlook.
  3. 00:10–00:15 A 1040 workpaper workflow shows the source-reading progress.
  4. 00:15–00:18 The workflow reports that the documents have been read, with an available workpaper artifact ready for review.

Client context and Ask Vira: visual transcript

Visual descriptions of silent demos, using synthetic information. These describe the recorded interface, not guaranteed processing speed, time savings, or availability of planned features.

  1. 00:00–00:04 A synthetic client’s Overview shows the current engagement, a note field, Vira’s Take, and a signal log.
  2. 00:04–00:08 Ask Vira opens beside the client overview. The user asks, “Where are we at with Nina today?”
  3. 00:08–00:17 Vira responds with dated client updates and a list of sources from the file. The overview remains visible alongside the answer.

Client grid and engagement status: visual transcript

Visual descriptions of silent demos, using synthetic information. These describe the recorded interface, not guaranteed processing speed, time savings, or availability of planned features.

  1. 00:00–00:05 The Clients grid lists engagements with year, entity, firm status, Vira status, and due date.
  2. 00:05–00:14 Saved views include waiting on the firm, waiting on the client, and engagement phases. The list changes as a view is selected.
  3. 00:14–00:21 Opening a client row shows that client’s current engagement and Overview. Business-return labels in the status grid do not demonstrate business-return workpaper preparation.

1040 workpaper preparation: visual transcript

Visual descriptions of silent demos, using synthetic information. These describe the recorded interface, not guaranteed processing speed, time savings, or availability of planned features.

  1. 00:00–00:05 A synthetic client’s Workflows tab opens the 1040 workpaper workflow.
  2. 00:05–00:12 The source-document step lists files from a folder and lets the preparer exclude a document.
  3. 00:12–00:19 The workflow advances to confirming boxes and amounts. Source documents have expandable readings and View source links.
  4. 00:19–00:24 A reading opens for confirmation. The preparer can edit the amount and save the correction without changing the original source document.
  5. 00:24–00:29 The preparer selects Generate workpaper after reviewing the readings.
  6. 00:29–00:34 The interface shows workpaper generation progress.
  7. 00:34–00:36 The workflow reports “Workpaper generated,” offers a download, and lists the latest and prior workpaper artifacts for review.

Available and upcoming connections: visual transcript

Visual descriptions of silent demos, using synthetic information. These describe the recorded interface, not guaranteed processing speed, time savings, or availability of planned features.

  1. 00:00–00:05 The client-list panel shows Google Sheets and CSV upload, with a managed client key.
  2. 00:05–00:10 The documents panel shows Google Drive and OneDrive. Dropbox is marked coming soon.
  3. 00:10–00:15 The email panel shows Gmail and Outlook connection choices.
  4. 00:15–00:20 The calendar panel shows Google Calendar and Outlook Calendar marked coming soon. A connection option shown in the demo is not a claim that every listed integration is available.
  5. 00:20–00:22 The main Integrations screen shows the client book, documents, and email connected. Team chat, calendar, and notetakers are marked coming soon.