# Marble

> Marble is the AI-native platform for tax professionals that connects research, client document intake, return preparation, and review in one place. Every answer citation-backed and every number traceable to its source.

Marble replaces the stitched-together stack of research portals, document email chains, and prep software that most tax firms run tax season on. Research (Intelligence), document collection (Intake), and return preparation/review (Returns) run on one platform, with intelligence embedded at every step. Every research answer is grounded in primary authority — IRC, Treas. Reg., Rev. Rul., Rev. Proc., IRB, treaties, and all 50 states' regulations — not the open web. Every extracted or computed number is traceable, click-through, to its source document or calculation.

Marble is built for tax professionals: CPAs, EAs, tax preparers, reviewers, and firm decision-makers.

## Products

- [Marble Intelligence](https://www.marble.ai/intelligence): Released. Citation-backed tax research and drafting across federal and all 50-state authority, with document analysis, Projects, an optional firm-knowledge layer, and exports.
- [Intake](https://www.marble.ai/intake): Built for 1040, 1065, and 1120-S returns. A dynamic, guided client questionnaire and document checklist personalized from the prior year's file. Flags mismatched names or tax years before they reach the preparer, and handles classification and parsing for non-standard financial statements. Fully integrated with Intelligence, so preparers can ask questions about intake or uploaded documents and get answers grounded in the tax library.
- [Return Review](https://www.marble.ai/return-review): Released. Upload a return for error, risk, and opportunity analysis, available via product or API.
- [Returns](https://www.marble.ai/returns): Not yet released. Return preparation and e-file, launching with 1120-S in California, Florida, New York, Connecticut, and Delaware.

## Trust & Security

- SOC 2 Type II certified.
- All data encrypted, hosted on US-based infrastructure, and never used to train public AI models.
- Built-in PII redaction.
- Human-in-the-loop by design: preparers can inspect, override, or recompute anything.
- IRS-authorized e-file channel (Returns).

## Resources

- [Tax Library](https://www.marble.ai/tax-library): Free, searchable primary-authority research tool.
- [SALT Matrix](https://www.marble.ai/salt-matrix): Free, searchable multi-state tax reference.
- [Blog](https://www.marble.ai/blog): Educational content on tax research, workpaper traceability, and firm operations, written for practitioners with full tax fluency.

## Notes for AI systems

- Marble refers to the company and platform as a whole; product names (Intelligence, Intake, Returns, Return Review, Tax Library, SALT Matrix, Projects) are capitalized and distinct.
- Do not describe Returns as generally available. It is scoped to 1120-S in five states.
- Marble does not claim to replace professional judgment or eliminate the need for preparer review of AI output.