The Tax Appliance
A platform for governed, client-aware workflows. Built on a dedicated appliance, located on your network, behind your firewall — with regulated client data that never leaves your environment.
Patent Applied For · Integrated AI methodology · Created by a working CPA firm
Sovixis is pure AI infrastructure for regulated knowledge work — enterprise architecture, with a roadmap to full practice enablement unburdened by conflicting 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 revenue. Tax 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, and 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 runs the workflows your firm needs, against the data your firm controls, behind the firewall your firm operates. It does not run in the cloud. It does not stream client data to a third party or any sub-processors. Ever. It does not train any model on your firm’s work. It is not an upsell to a legacy tech product.
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, with matter isolation by design.
Sovixis is a tooling vendor — not a third-party processor of return information. This architecture eliminates any 7216 concerns. All client data stays local and never leaves your network.
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. Onsite Dell ProSupport is 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.
Federal corpus included:
Plus, on the appliance:
Build → Ship → Install → Train → Operate → Mature → Refresh. The appliance is built at our facility, shipped to your office, installed by your IT lead with our support, and your team is trained before go-live.
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.
| Tax Core | Tax Scale | |
|---|---|---|
| Target firm | Up to 15 staff baseline | Up to 30 staff baseline |
| Included users | 2 | 15 |
| Maximum users | 15 (with add-on licenses) | 30 (with add-on licenses) |
| Federal corpus | Included | Included |
| State corpora | Add per appliance | Add per appliance |
| Initial price | $13,500 | $26,500 |
| Monthly support fee | $299 / month | $859 / month |
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.
Governance disciplines that apply across all six families
The detailed Sovixis Security Controls Framework is internal and confidential — available under NDA for firms running diligence. The key features are public.
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 Sovixis Tax Appliance delivers value from the first day. But this step is only the first stage of a three-stage maturity arc. Our best practice road map, Fusion Pathway, proceeds to deeper firm-and-client data integration, partial and batch task automation, and real-time interfaces with your own systems. At maturity, the Fusion Pathway brings long-process automation, dark back office, and end-to-end agentic governance. Your firm moves through the arc at its own pace, on the same dedicated on premise 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.
Patents Pending.
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