Tax agencies get a unified and comprehensive view of the taxpayer, while providing a self-service web portal where constituents can directly access their own tax information. Agentforce helps handle routine inquiries with complex cases passed to human agents.
- Build a Unified Taxpayer 360 Profile
The new Taxpayer 360 Data Model covers identity and household details, income summary, filing status, and payment history, giving tax agents a complete constituent profile in one view without switching between systems. Connect your data by using Data 360 while keeping your existing system as the source of record. - Provide Constituents a Self-Service Tax Portal
Deploy a secure, constituent-facing web portal where individual taxpayers can view tax filing information including status, refund details, and income sources. The portal is built on the Taxpayer 360 Data Model. - Deflect Taxpayer Inquiries Automatically with Agentforce
Handle your highest-volume taxpayer questions related to refund status, tax balance breakdowns, and filing status inquiries with the Tax Advocate agent. Embed the agent directly on the taxpayer web portal. Taxpayers interact with a conversational AI in natural language and receive real-time, personalized answers grounded in Taxpayer 360 data.