Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

TaxBit

taxbit.com

Accounting, tax and payrollFinancial technology and data

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
35 of 2,219
its rank by overall score
Place in its category
2nd of 32 accounting, tax and payroll companies
Closing balance

Named in

16of 60 answers

by 4 of 4 assistants

Statement note

What this means for TaxBit

AI assistants name TaxBit in 26.7% of answers, much more often than the typical company in its sector, which is named in only 1.7% of answers. TaxBit's overall score is 46 out of 100, ranking 35th of 2,219 companies. Its website passes 4 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned TaxBit by name. AI assistants named it in 16 of the 60 answers. Counting only how often it is named, it ranks 28th of 574 in its sector. The typical financial technology and data company is named in 1.7% of answers.

Overall score
46Overall score
  • Visibility31
  • Citations4
  • Sentiment92
  • Site quality87
  • AI readiness29
Summary of account
Named by AI in
26.7%
16 of 60 answers
Share of mentions
41.0%
of the mentions of it and its 5 peers
AI readiness
4/14
technical checks passed. Typical for its sector: 4
Rank in its sector
14 of 574
by overall score, where the typical financial technology and data company scores 29

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Line itemsSection 01

Every question, and where the company came up

TaxBit came up on 7 of 15 questions. Open any window to read that answer.

  1. 01How does digital asset tax software compare to traditional tax compliance software for risk management?0/4
  2. 02What manual processes can be used instead of crypto tax automation platforms?0/4
  3. 03How much does digital asset tax compliance software typically cost for large institutions?2/4
  4. 04What are the main pricing tiers for regulatory tax reporting platforms supporting cryptocurrencies?0/4
  5. 05How do I fix customer cost basis errors in digital asset tax reporting systems?0/4
  6. 06Why aren’t my crypto transactions matching with IRS 1099 requirements in my reporting software?0/4
  7. 07What is the best digital asset tax reporting software for financial institutions?4/4
  8. 08Digital asset regulatory reporting solutions vs in-house tax teams—what are the pros and cons?2/4
  9. 09How can a platform automate 1099 reporting for digital asset transactions?2/4
  10. 10Which tools help fintech companies with crypto tax compliance in the US?4/4
  11. 11Do financial institutions need specialized tools for digital asset regulatory reporting?0/4
  12. 12Can open-source tools handle global crypto regulatory reporting for fintech companies?0/4
  13. 13Is automated crypto tax reporting software worth it for a growing fintech?1/4
  14. 14What are good alternatives to automated digital asset tax reporting software?1/4
  15. 15How do regulatory reporting solutions handle multi-jurisdictional compliance for digital assets?0/4
Total namedOpenAI: 5/15Claude: 3/15Perplexity: 3/15Gemini: 5/15All assistants: 16/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What OpenAI actually said

An answer that names the company

OpenAInamed the company

“Digital asset regulatory reporting solutions vs in-house tax teams—what are the pros and cons?”

Short answer

Vendor/reporting platforms (TaxBit, CoinTracker, Tax authorities’ broker rules compliance tools, etc.): faster to deploy, built for scale and changing rules, but cost money, create vendor dependency, and require strong contract/controls. (taxbit.com)

In‑house tax teams: maximize control, IP and integration with corporate reporting, and avoid recurring vendor fees — but they’re expensive to build/keep current, hard to scale for complex on‑chain data and cross‑jurisdiction rules, and create operational risk if staffing or tech gaps exist. ( …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Also named

CompanyTimes named
  1. 01
    Ledgible
    5
  2. 02
    CryptoTaxCalculator
    1

Share of mentions

CompanyShare
  1. TaxBit
    41.0%
  2. CoinLedger (formerly CryptoTrader.Tax)
    30.8%
  3. Ledgible
    17.9%
  4. CryptoTaxCalculator
    10.3%
  5. Node40
    0.0%
  6. EY Crypto and Digital Tax Platform
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    taxbit.com (its own website)
    11
  2. 02
    tax.thomsonreuters.com
    9
  3. 03
    linkedin.com
    8
  4. 04
    irs.gov
    8
  5. 05
    costbench.com
    6
  6. 06
    ledgible.io
    5
  7. 07
    sourceforge.net
    4
  8. 08
    worldmetrics.org
    4
  9. 09
    cryptopotato.com
    4
  10. 10
    coinledger.io
    4

TaxBit is in the study as an accounting, tax or payroll company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
5/15
OpenAI
5/15
Claude
3/15
Perplexity
3/15
Market comparisonSection 06

How TaxBit compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
31

How often AI assistants name the company, and how that compares with its peers

Citations
4

How often AI uses the company's own website as a source

Sentiment
92

How positively AI describes the company

Site quality
87

How well built the website's own pages are

AI readiness
29

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with financial technology and data companies

574 companies in this sector. The gold tick on each bar is the typical company.

Overall score
46
Ranks 14 of 574. Typical company: 29
Named in answers
26.7%
Ranks 28 of 574. Typical company: 1.7%
AI readiness
29
Ranks 224 of 574. Typical company: 29
Against its categorySection 08

Compared with accounting, tax and payroll companies

32 companies in this category. The gold tick on each bar is the typical company.

Overall score
46
Ranks 2 of 32. Typical company: 38
Named in answers
26.7%
Ranks 7 of 32. Typical company: 15.0%
AI readiness
29
Ranks 6 of 32. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. TaxBit publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtNot present
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
77 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtNot met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 25 of 100 · 97% of checks could run · checked on October 9, 2026 · www.taxbit.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

4 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • PassedHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

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ShareSection 12

Share this result

Overall score 46 of 100 badge for TaxBit

A badge of this result that you can show on your own website. Copy the code below.

<a href="https://aeo-audit.rezolve.com/us/finance/taxbit.com"><img src="https://aeo-audit.rezolve.com/finance/badges/taxbit.com.svg" alt="Overall score 46 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
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