# Kortex for accountants: NotebookLM for tax and accounting > How accountants use Kortex with Gemini Notebook (NotebookLM): tax guidance and standards by topic, cited answers, reusable memo prompts, PDF exports. https://www.kortex-notebooklm.com/use-cases/accountants 1. [Use cases](/use-cases) 2. Accountants and tax professionals # Keep tax guidance by topic, with sources. 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. [Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [See plans and pricing](/#pricing) 100,000+ users, rated 4.5 in [410 Chrome Web Store ratings](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn/reviews). An example Workspace with a notebook per topic, and a highlighted passage of guidance just saved with its link. ## How do accountants use Kortex? 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. ### Workflows on this page 1. [A notebook per tax topic or year](#topic-notebooks) 2. [Check an AI answer against the guidance](#check-ai) 3. [Draft memos and letters from saved prompts](#memos) 4. [Keep the firm guide current](#firm-guide) ## Client files and confidentiality 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. ## Where the busy season loses time 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. ## Four workflows for the season Built around published guidance. Client files follow your firm’s policies. ### A notebook per tax topic or year The guidance on one topic, sourced, and easy to roll forward. 1. Create a notebook per topic, like R&D credit or lease accounting, in a collection for the tax year. 2. Highlight the relevant guidance on official pages and right-click to send it, with the link and date kept. 3. Add the publications you use as PDFs in Gemini Notebook. 4. Next year, duplicate the notebook in one click and update what changed. ### Check an AI answer against the guidance An AI answer you can either back with a passage or throw away. 1. When ChatGPT, Claude or Perplexity answers a question on a rule, send the chat to the topic’s notebook. 2. Ask Gemini Notebook whether the guidance in the notebook supports it. Each point in the reply cites a passage. 3. Open the cited passages and confirm before the answer goes anywhere. ### Draft memos and letters from saved prompts A first draft that starts from the sources, not a blank page. 1. Save your research memo, client letter and engagement summary prompts in the Prompts library. 2. Tick the sources that apply and insert the prompt from the Prompts button. 3. Save the result as a note, edit it, and export it as PDF. 4. Turn your standard memo into a note template with {{client}} and {{year}} placeholders. Prompts Library ![The Prompts Library in the Kortex Workspace with 63 prompts, including Explain Like I’m 5, Create an Outline, Meeting Agenda and Identify Knowledge Gaps.](/media/tour/tour-prompts-1200.webp) The real Prompts Library in the Kortex Workspace. ### Keep the firm guide current Procedural questions answered from the latest version of the guide. 1. Send the firm’s internal guide from Google Docs to a Know-how notebook. 2. After each update, click Sync Google Docs and every Doc source is pulled again. 3. Ask the notebook procedural questions and get answers that cite the guide. ## What reviewers say about these features 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.” [Saloni, on Chrome Web Store](https://chromewebstore.google.com/reviews/9deac464-b4ab-40c8-b53d-a1e0b6b1c873) ## Prompts, tools and reading ### Prompts to copy - [Summary you can act on](/prompts/summarize) - [Meeting notes to minutes](/prompts/meeting-notes) ### Free tools - [Knowledge base health check](/tools/knowledge-base-health) - [Second brain planner](/tools/second-brain-planner) ### Further reading - [Does Gemini Notebook Hallucinate? How to Check](/blog/does-gemini-notebook-hallucinate) - [Is Gemini Notebook Safe and Private?](/blog/gemini-notebook-privacy) - [Gemini Notebook Google Docs Integration Guide](/blog/gemini-notebook-google-docs) - [Gemini Notebook Templates: 10 Setups](/blog/gemini-notebook-templates) - [How to Export Gemini Notebook Sources](/blog/export-gemini-notebook) ## Questions people ask Something we missed? [Ask us](#contact). ### Can I put client tax documents in a notebook? 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?](/blog/gemini-notebook-privacy) ### Are the answers up to date with this year’s rules? 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. ### Does Kortex connect to my accounting or tax software? No. Kortex works with Gemini Notebook, Google Docs and pages you open in Chrome. It has no integration with accounting or tax software. ### Can I reuse last year’s notebook? Yes. Duplicate it in one click, with its tags and collection, then update the sources that changed. ## Set up the topic on your desk. Add Kortex to Chrome and save the next piece of guidance with its source. Client files follow your firm’s policies. [Add to Chrome](https://chromewebstore.google.com/detail/kortex/hdapplggdhndkblofffknpmnnnnbncbn) [See plans and pricing](/#pricing) 100,000+ users, rated 4.5 on the Chrome Web Store. ## More like this, and other ways people use Kortex - [Lawyers and legal teams](/use-cases/lawyers) - [Doctors and clinicians](/use-cases/doctors) - [Financial analysts and advisors](/use-cases/financial-analysts) - [Students](/use-cases/students) - [Researchers and academics](/use-cases/researchers) - [Developers](/use-cases/developers) - [Professionals](/use-cases/professionals) - [Marketers](/use-cases/marketers) - [All 19 use cases](/use-cases)