Kortex keeps tax guidance, accounting standards and the AI research you check against them in Gemini Notebook, with every answer pointing at the passage it came from.
100,000+ users, rated 4.5 in 410 Chrome Web Store ratings.
Accountants and tax professionals use Kortex, a Chrome extension for Gemini Notebook (formerly NotebookLM), to keep tax guidance, standards and saved AI research in a notebook per topic, so answers cite the passage they came from. They reuse saved prompts for memos and client letters, follow their firm’s client-confidentiality policies on what goes in, and export notes as PDF.
Kortex sends what you import to Gemini Notebook in your own Google account; Kortex itself doesn’t keep your chats or the contents of your sources. Follow your firm’s client-confidentiality and data-protection policies before adding returns, ledgers or statements. We don’t claim any compliance certification, and an answer from your notebook still needs your professional check.
The judgment is yours. Kortex keeps the guidance behind it filed and sourced.
The guidance you relied on last year is somewhere in your bookmarks.
Highlight the passage on the official page and right-click to send it. It keeps the link and the date you saved it.
An AI answer about a rule sounds right and cites nothing.
Save the chat to the topic’s notebook, then ask Gemini Notebook to check it against the guidance there. Its answer cites each passage.
Rules change every year, and so do your notes.
Keep a notebook per tax year or topic, duplicate last year’s in one click, and update what changed.
Memos and client letters start from a blank page.
Save your memo and letter prompts in the Prompts library and insert them with a ;shortcut in Gemini Notebook, ChatGPT or Claude.
The firm’s internal guide lives in a Google Doc that keeps changing.
Send the Doc to a notebook, and pull its latest version in one click.
Built around published guidance. Client files follow your firm’s policies.
The guidance on one topic, sourced, and easy to roll forward.
An AI answer you can either back with a passage or throw away.
A first draft that starts from the sources, not a blank page.
Procedural questions answered from the latest version of the guide.
Quoted word for word and linked to where they were posted. Reviewers don’t say what they do for a living, so we picked reviews about the features on this page.
“The source downloader feature is stupidly good. Exporting entire notebooks into Markdown in one zip? That alone makes this extension worth it. I wish I had this months ago.”
Something we missed? Ask us.
Only if your firm’s policies allow it. Kortex sends what you import to Gemini Notebook in your own Google account and doesn’t keep your chats or the contents of your sources, so your firm’s confidentiality and data-protection rules decide what goes in. See is Gemini Notebook safe and private?
Only as current as the sources you add. Gemini Notebook answers from the sources in the notebook, so keep a notebook per tax year with the current guidance in it.
No. Kortex works with Gemini Notebook, Google Docs and pages you open in Chrome. It has no integration with accounting or tax software.
Yes. Duplicate it in one click, with its tags and collection, then update the sources that changed.
Add Kortex to Chrome and save the next piece of guidance with its source. Client files follow your firm’s policies.
100,000+ users, rated 4.5 on the Chrome Web Store.
