Ace Tax Technology, based in Houston, Texas, is a forward-looking company specializing in AI-driven automation for tax organizations. To simplify complex tax research and streamline workflows, Cplus Soft built a custom AI-powered financial chatbot that enables users to upload documents, ask tax-related questions in natural language, and receive instant, document-backed answers.
Tax professionals and their support teams were constantly bogged down by endless hours of manual research, repetitive client questions, and the tedious task of screening files. With massive tax datasets to manage, delayed virtual assistance, and regulatory decisions hanging in the balance, response times stretched longer, workloads grew heavier, and efficiency took a real hit. What they needed was a smart, automated solution that could lighten the load, speed up answers, and scale effortlessly as demands increased.
Cplus Soft teamed up with Ace Tax Technology to build and launch a powerful, AI-driven chatbot that transformed how tax professionals work. Using advanced natural language processing, document intelligence, and lightning-fast vector search, the solution delivers precise, context-aware answers instantly. Built on Python and the OpenAI API, it automatically parses and understands PDFs, stores knowledge in high-performance vector databases like Pinecone and FAISS, and integrates seamlessly via REST APIs and WebSockets into the existing platform. Hosted securely on AWS with S3 and Lambda for effortless scaling, protected by robust encryption for sensitive financial data, and continuously improved through user feedback loops, this intelligent assistant has become the go-to tool for faster, more accurate tax support.
Months
Screens
80% of queries resolved
70% reduction in manual response times
65% decrease in support team workload
90% accuracy rate in automated responses
Real-time analytics
Customer satisfaction increased by 95%,
Our accelerated method for turning concepts into scalable digital solutions is called Cplus Velocity. Our team provides innovation quickly, from AI-driven automation to custom software and mobile apps, assisting companies in growing and remaining prepared for the future.
Cplus Soft is a global technology partner delivering AI-driven software engineering and digital transformation solutions across MENA, UK, US, and Pakistan. For over 15 years, we help startups and enterprises build scalable, intelligent digital products powered by Machine Learning, Computer Vision, and Generative AI.