Every tool XatBot brings to your team

Searches Orbitax's authoritative database covering country guides, treaties, WHT rates, filing due dates, Pillar Two rules, and DAC6 across 195+ jurisdictions.

Surfaces recent tax news and regulatory developments curated by Orbitax from global tax authorities, government bodies, and professional publications. Configurable time window, minimum 30 days.

Retrieves enacted and proposed tax law changes, including business impact summaries and effective dates. Covers a minimum 90-day window, updated as new changes are published.

Searches a curated list of government tax authorities, Big 4 firm publications, and professional tax journals. Results are restricted to vetted domains, ensuring authoritative sourcing.

Performs real-time web searches for content not available within the Orbitax platform. Supports general searches, site-specific searches, and direct URL reading.

Creates a structured research plan with section outlines for complex questions.

Searches the Pillar 2 Research Library: per-country reference content across all seven filing types (IIR, QDMTT, UTPR, GIR, Registration, Notification, Self-Assessment).

Cross-references and verifies the consistency of the retrieved sources behind each answer.

Browses and filters the Orbitax Filing Manager library to surface relevant filing forms by deadline, status, tax year end, and country.

Extracts field-level data from completed My Forms instances in the Orbitax platform. Enables structured analysis of form data across multiple entities without manual export.

Discovers available filter options for any field key before building complex queries. Helps users understand what data is present in their forms and how to structure advanced searches.

Extracts and analyses text from PDF, Word, TXT, and CSV files stored in Orbitax Drive. Enables XatBot to answer questions, summarise content, or compare documents directly from the firm's drive.

Provides intelligent analysis of Excel files including file metadata, worksheet search, structure analysis, and targeted column extraction, without needing to open or reformat the file.

Performs semantic search across the firm's uploaded documents in shared or personal Orbitax Drives. Goes beyond keyword matching to find conceptually relevant content. Pro+ feature.

Translates entire documents between any languages with full OCR support for scanned files. Supports PDF, Word, and Excel. Ideal for foreign-language filings or authority correspondence. Pro+, added v8.10.

Generates downloadable Excel, PDF, Word, or plain text files directly from conversation context, formatted memos, rate tables, compliance summaries, and data exports without leaving the chat.

Navigates Orbitax Drive folders, lists folder contents, searches by file name, and opens files directly in the platform. Acts as a file system navigator within the XatBot conversation.

Analyses and explains the current Orbitax page the user is viewing when XatBot is used in sidebar mode. Provides instant contextual guidance without manual description.

Generates a clickable navigation button in the chat interface that takes the user directly to any Orbitax module or page, eliminating the need to manually locate features.

Provides step-by-step instructions for any Orbitax platform feature, backed by official Help Center documentation with screenshots and structured guidance.

Creates and loads projects, manages legal entities and transactions for GMT, CbC, and ITC calculations within the Orbitax platform.

Retrieves GMT/CbC/ITC scenario details, calculation file paths, and country-specific scenario files from within the Orbitax calculation environment.

Searches, prepares, and launches GMT, CbC, and ITC workflows within Orbitax. The workflow is triggered in the platform UI once XatBot has prepared and queued it.

Reads and filters questionnaire response data from QNR files using boolean filter expressions. Enables structured extraction across large sets of questionnaire submissions.

Generates an editable email draft (subject and body) with tone variants you can switch between.

Sends an email to chosen recipients, with optional CC, directly from a conversation.

Analyzes Elite Form structure, field values, and validation status (use XML Analyzer for Excel or XML forms).

Joins a Teams, Zoom, Google Meet, or Webex meeting by URL.

Inspects form and submission XML, explains validator errors against XSD rules, and locates elements.

Queries structured company data across projects, entities, transactions, scenarios, and calculators.

Loads full Tax Skill content to give specialized, domain-specific answers.

Returns available browser-action documentation, including IDs, required fields, and usage examples.

Creates a support ticket to get help from the Orbitax support team.