The Tax Appliance
A platform for governed, client-aware workflows. Built on a dedicated appliance, located on your network, behind your firewall — with client data that never leaves your environment.
Sovixis is pure AI infrastructure for regulated knowledge work — enterprise architecture, with a roadmap to full practice enablement unburdened by any requirement to follow legacy software offerings or protect the revenue they generate. Sovixis is not an AI bolt-on to a subscription-based tax research tool. Sovixis is not a defensive AI layer offered to protect legacy tax and tax automation software. The Tax Appliance is the first vertical we ship for.
The Sovixis Tax Appliance is purpose-built hardware running purpose-built software, delivered to your office, installed on your network, used by your team. It carries a curated tax-authority corpus and a set of governed business process workflows that your firm's people use day to day.
The appliance does not run in the cloud. It does not stream client data to a third party. It does not train any model on your firm's work. It runs the workflows your firm needs, against the data your firm controls, behind the firewall your firm operates.
The six governed workflow families that ship preconfigured at V1 cover the bulk of a working tax practice's research, drafting, synthesis, and response work — with citation provenance back to authority on every output and matter isolation by design.
A full deployment includes hardware, software, the corpus, and the services to get from order to operating.
Purpose-built tower-form-factor dedicated appliance. Dell Pro Max Tower T2 chassis with NVIDIA GPU acceleration sized to the SKU. Dell ProSupport NBD onsite included with every appliance.
The Sovixis Tax Stack runs on the appliance: the model layer, the workflow layer, the governance layer, and the curated corpus. The Federal tax authority corpus is included with every appliance. State corpora attach per appliance — add the states your firm needs.
Two appliance SKUs cover most firms. Tax Core for small practices; Tax Scale for mid-size practices growing into deeper capabilities. Larger or multi-office firms run clusters of either SKU.
Additional users beyond the included count are $50 per user per month, within the SKU's user cap. State corpora attach to each appliance — bundle pricing makes regional coverage cost-effective; the National 20-State Footprint covers all jurisdictions for the lowest per-state price.
Rack and private virtual machine discussions are available upon request.
Each family is a configured workflow with matter isolation, citation provenance, and audit trail built in. They are not chatbots pointed at tax. They are bounded business processes with governance enforced at every step.
Federal and state tax authority research with citation provenance back to source. Statute, regulation, case law, and authoritative guidance — interrogated through governed workflow, with every output traceable to the authority it came from.
Tight review and summarization of completed tax returns. Discussion of current year vs prior year variances, comparison to "typical" returns, and flagged ideas for future tax planning. Above and beyond the generic "results" letter generated by off-the-shelf commercial tax packages — personalized to your client.
Research and analysis grounded in the matter's specific documents, the client's tax history, and the authoritative corpus — together. Matter isolation enforced; no commingling across clients.
Memos, responses, and communications drafted with the benefit of the client's actual history — not from a blank prompt. Drafts cite the authority and the client documents that inform them.
Summaries across client tax histories, current returns, and legislation in scope. Pattern detection across the matter set. Flagging for review where the system surfaces something that warrants a human look.
IRS and state notice work with client-specific context: the notice, the client's matter, the authority. Drafted responses with citations. Matter-isolated and audit-trailed from the first touch through the final reply.
The Sovixis appliance sits inside your firm's network. Client matter content — the documents, the data, the workflow state, the AI processing — stays inside your firm's network. Nothing client-identifiable crosses the boundary in the ordinary course of operation.
Encrypted control-plane signaling crosses the boundary for telemetry (appliance health, anonymized usage statistics) and for approved maintenance windows (corpus updates, software updates) that your firm authorizes in advance. That signaling is encrypted in transit and contains no client matter content.
The detailed Sovixis Security Controls Framework is internal and confidential — available under NDA for firms running diligence. The key features are public.
Sovixis is a tooling vendor — not a tax return preparer or third-party processor of return information. The architecture eliminates any 7216 concerns. All client data stays local, and never leaves your local network.
Sovixis is additive in Phase 1. Your existing tax preparation and research software keep running. Your existing document management, network storage, printers and scanners keep running. Your workflow patterns stay where they are. The appliance attaches to the practice you already have and accelerates the knowledge work of your professional staff. Process migration and automation happen on your schedule, when your organization is ready.
This deployment model de-risks your control environment, maintains your work culture and the social contracts your firm has with staff. Harmonious Deployment is a pillar of how Sovixis is built, not a transitional accommodation. Your firm decides what to migrate, consolidate, integrate, or eliminate over time, at your firm's pace and strategy. We provide the tooling, platform and roadmap.
Tax Core: $13,500 initial + $299 / month support. 2 included users, 15 user cap.
Tax Scale: $26,500 initial + $859 / month support. 15 included users, 30 user cap.
State corpora attach per appliance — three complexity tiers ($100 / $150 / $200), four regional bundles ($499-$699), or the National 20-State Footprint at $2,000 / month.
No token charges. No usage billing. Full appliance capacity included.
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The Tax Appliance V1 is Protostar — the first stage of a three-stage maturity arc. T-Tauri brings deeper firm-and-client data integration, partial and batch task automation, and real-time interfaces with your own systems. Main Sequence brings long-process automation, outside-system integration, and end-to-end data plane controls. Your firm moves through the arc at its own pace, on the same dedicated hardware, migrating data and business processes into AI supported operations as training, staffing and data model development allow.
If your firm needs Sovixis's security questionnaire response (SSQR) for diligence review, we share it after qualifying. Send a note through Contact with subject "SSQR request" and your firm name; we route it through the standard sales-lead-review window and share the document under the appropriate diligence terms.
Patent Applied For — comparison-AI methodology.
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Build your exact quote in 2-4 minutes, or schedule a 30-minute live demo.
We respond within 24 hours of every submission.
