AI for Tax Advice Drafting
Accelerate the research-to-advice workflow. Draft structured tax advice grounded in primary legislation, ATO rulings, and case law — reviewed by a professional before delivery.
The Drafting Bottleneck in Tax Practice
Tax advice drafting is where research meets communication. A client asks a question about Division 7A, CGT concessions, or trust distributions — and the tax agent needs to research the relevant legislation, identify the applicable ATO rulings, consider case law, and then structure a clear, defensible written response.
This process often takes hours. The research phase is slow. The drafting phase requires converting complex legislative analysis into clear client-facing language. And the review phase catches errors that could have been avoided with better research structure upfront.
For many practices, this bottleneck limits the number of clients they can serve — and the depth of analysis they can provide on each engagement.
Old Workflow vs New Workflow
Search the ATO website, legislation databases and case law repositories
Prepare a structured research draft with linked authorities, then inspect the relevant sources
Manually cross-referencing sections, rulings, and precedents
Cassandra provides structured analysis with cited cross-references
Building advice from scratch, inserting citations manually
Cassandra generates a structured advice framework with embedded citations
Senior reviewer must verify every citation and source
All citations are to primary sources — review focuses on judgement, not verification
How Cassandra Accelerates Advice Drafting
Structured Research Output
Cassandra delivers research results in a structured format: relevant ITAA sections, applicable ATO rulings, related case law, and a summary of the legislative position
Advice Framework Generation
Generate a structured advice framework with proper headings, citation blocks, and analysis sections — ready for professional review and refinement
Citation Integrity
Every reference is to a specific section, ruling number, or case name — the reviewing professional can verify each citation independently
Client Communication Templates
Generate client-facing summaries of complex tax positions, translating legislative analysis into clear, professional language
Who Benefits Most
Built for Professional Trust
- All outputs are designed as starting points for professional review — not final advice
- Every citation is to a primary Australian source, independently verifiable
- The professional remains responsible for the advice — Cassandra accelerates the research, not the judgement
- Structured outputs reduce the risk of missing relevant authorities
Frequently Asked Questions
Tools for this work
Explore the relevant Cassandra engines and workflows. Outputs require independent professional review.
Draft Better Tax Advice, Faster
See how Cassandra accelerates the research-to-advice workflow. Try it or request a demo.
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