Product · Tax

One intelligent workspace. Every part of the tax workflow.

Ratio meets tax professionals in the tools they already use, connecting research, drafting and project knowledge without losing the human review that matters.

A quiet tax workspace: an open laptop and printed memoranda on a stone table beneath a brass lamp
01

Tax research chat

Work through complex questions with an intelligent tax agent that provides verifiable sources, including UK tax legislation and HMRC guidance where relevant.

  • Clear, source-linked answers
  • Follow-up questions keep context
  • Saved conversations and documents
02

Tax memoranda

Turn research into a structured memorandum. Ratio works with you section by section — disclaimer, executive summary, background, scope, legislative position and the main analysis — carrying the research points you save into each draft as it takes shape.

  • Six standard sections, drafted one at a time
  • Saved research points kept alongside the draft
  • Export to Word or review with tracked changes
03

Word add-in

Review and edit documents directly in Word. Ratio proposes precise changes, preserves formatting and supports tracked changes for your review.

  • Project and tax knowledge in context
  • Tracked document changes
  • Formatting-preserving review
04

Excel add-in

Build out spreadsheets, calculations and formulas for work such as corporation tax compliance, Pillar Two and tax reporting.

  • Structured workbook changes
  • Formula and range support
  • Review controls before structural edits
05

Outlook add-in

Use the context of an email to summarise threads and draft polished replies. You review and send every message yourself.

  • Email-aware drafting
  • Reply preview before insertion
  • No automatic sending
06

Team projects

Bring conversations, saved documents and shared work together. Project conversations can draw on the knowledge your team has chosen to share.

  • Shared chats and documents
  • Project-scoped knowledge
  • Membership-based access

Authoritative tax knowledge

A quiet law library lined with leather-bound volumes of UK tax legislation

Backed by an authoritative library of UK tax material.

Every part of Ratio can draw on a dedicated tax repository covering comprehensive, up-to-date UK legislation, HMRC guidance and supporting material. When that material is relevant to a question, Ratio uses it to inform the answer — and points to what it worked from.

UK legislation

Comprehensive, current UK tax legislation, used where it bears on the question in front of the team.

HMRC guidance

Published HMRC manuals and guidance that practitioners routinely need to apply and cite.

Supporting material

Related reference material that helps Ratio reason through the detail of a query before a draft is written.

Ratio surfaces the sources behind an answer so your team can verify them directly. Final judgement, review and sign-off remain with you.

See the workflow in your own context.

Book a demo