Features
Fine-tuned GPT-4 model on US tax law
Answers US federal and state tax questions
Correct/incorrect symbols on graded answers
Pre-filtered question library by correctness
Covers 15+ taxpayer scenarios
Supports follow-up questions
Free to use, no subscription required
Option to receive occasional tax tips via email
Integrates with Keeper's tax filing and bookkeeping
Ingests IRS announcements and state tax codes
Text-based chat interface
Periodic model updates with new tax law
Web-based, no installation needed
Human tax professional grading every few days
97% accuracy vs 94% for human tax pros
24/7 voice assistant for banking transactions with natural conversation
Digital assistant for web, mobile app, SMS, and email
Posh Answers: AI-powered website search and help center
Posh Outreach: proactive AI agents via voice, SMS, email, and push
Posh Simulator: AI-driven role-play training for employees
Knowledge Assistant: secure employee Q&A workspace grounded in governed knowledge
Posh CoachQA: evaluate 100% of conversations for compliance and coaching
Operating Procedures: reasoning framework combining LLM flexibility with code control
Posh Portal: no-code management dashboard for all products
Knowledge Management Studio: unified knowledge creation, governance, and delivery
Modular mini-agents for adaptive call handling
Multi-channel consistency (voice, chat, search from one brain)
Automated compliance enforcement and fraud prevention
Integration with existing banking technology stacks
Policy-aligned agents for customers and employees
