Marble Selected as NAEA’s Preferred AI Tax Research Platform for 60,000+ Enrolled Agents

SAN FRANCISCO & WASHINGTON--(BUSINESS WIRE)--The National Association of Enrolled Agents (NAEA), the leading professional organization representing America's 60,000+ enrolled agents, today announced the selection of Marble as its preferred vendor for AI-powered tax research. Under the partnership, NAEA members will receive exclusive discounted access to Marble's full platform, which delivers citation-backed answers grounded in the Internal Revenue Code, Treasury Regulations, IRS guidance, and state-level tax authority across all 50 states.

The announcement comes ahead of NAEA's Tax Summit 2026, taking place July 27-29 at the New Orleans Marriott, where Marble will serve as a Platinum Sponsor. Marble will showcase its platform at the Summit through live demonstrations, a dedicated exhibit booth, and a sponsored Practice Management Boot Camp session exploring how AI is reshaping modern tax workflows.

Why Marble

NAEA evaluated Marble over a multi-month pilot beginning in early 2026, during which the platform was made available to members at no cost through tax season. Marble's selection followed a formal review by NAEA's steering committee, which assessed the platform's accuracy, data security posture, and relevance to the daily work of enrolled agents.

Unlike general-purpose AI tools, Marble is purpose-built for tax professionals. Every response is grounded in primary legal authority and includes verifiable citations that link directly to the underlying source text. The platform is SOC 2 certified, encrypts all data in transit and at rest, and never uses client information to train third-party AI models.

"As technology continues to reshape the tax profession, NAEA remains focused on identifying solutions that help enrolled agents serve taxpayers more effectively. Marble's combination of tax-specific intelligence, authoritative sourcing, and enterprise-grade security made it a natural fit for our members."

— Megan Killian, Executive Vice President, NAEA

Member Benefits

As part of the partnership, NAEA members will receive discounted pricing on Marble's full platform, including:

• AI Tax Research — Ask any federal or state tax question in plain English and receive citation-backed answers in minutes, with direct links to statutes, regulations, and IRS guidance.
• Workpaper-ready documentation: Capture conclusions and supporting authority in a format that’s easy to review and reuse.
• Correspondence drafting: Create client-ready drafts for professional review.
• Secure project organization: Keep documents and engagement context together across complex, multi-issue matters.

NAEA members can activate their discounted access at [marble.ai/naea].

"Enrolled agents are on the front lines of tax representation, and they deserve tools built to their standard. We designed Marble so that every answer a practitioner receives is backed by the same primary authority they'd cite in an IRS proceeding. Partnering with NAEA lets us put that capability directly in the hands of the professionals who need it most."

— Bhavin Shah, CEO, Marble

About

Marble

Marble's mission is to empower exceptional tax professionals. They are building a platform for tax work that allows tax professionals and artificial intelligence to work together to perform tax research, memo drafting, document intake, workpaper creation and return preparation. Marble is headquartered in San Francisco, SOC 2 certified and backed by Susa Ventures, MXV Capital, and Konrad Capital. Learn more at marble.ai.

NAEA

The National Association of Enrolled Agents is the only professional organization dedicated exclusively to enrolled agents, the federally licensed tax practitioners authorized to represent taxpayers before all administrative levels of the IRS. Founded in 1972 and headquartered in Washington, D.C., NAEA serves its membership through advocacy, education, and professional development. Learn more at naea.org.