The National Association of Enrolled Agents (NAEA), a professional organization representing over 60,000 enrolled agents in the United States, has announced the selection of Marble as its preferred vendor for AI-powered tax research. This partnership provides NAEA members with exclusive discounted access to Marble’s platform, which delivers citation-backed answers derived from the Internal Revenue Code, Treasury Regulations, IRS guidance, and state-level tax authority across all 50 states.
This announcement precedes NAEA’s Tax Summit 2026, scheduled for July 27-29 at the New Orleans Marriott, where Marble will participate as a Platinum Sponsor. During the Summit, Marble plans to showcase its platform through live demonstrations, a dedicated exhibit booth, and a sponsored Practice Management Boot Camp session that will explore the impact of AI on contemporary tax workflows.
NAEA’s evaluation of Marble began with a multi-month pilot program in early 2026, during which members were granted complimentary access to the platform through tax season. Marble’s selection followed a formal review conducted by NAEA’s steering committee, which assessed the platform’s accuracy, data security posture, and overall relevance to the daily responsibilities of enrolled agents. Marble is designed specifically for tax professionals, ensuring every response is grounded in primary legal authority and includes verifiable citations that link directly to the source text. The platform is SOC 2 certified, encrypts all data in transit and at rest, and does not utilize client information to train third-party AI models.
Megan Killian, Executive Vice President of NAEA Member Benefits, stated, “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.”
Under the partnership, NAEA members will receive discounted pricing on Marble’s full platform, which includes several key features: AI Tax Research, enabling users to pose federal or state tax questions in plain English and receive citation-backed answers; Workpaper-ready documentation, designed to capture conclusions and supporting authority in a reusable format; Correspondence drafting, for creating client-ready drafts; and Secure project organization, for managing documents and engagement context across complex matters. Members can activate their discounted access via marble.ai/naea.
Bhavin Shah, CEO of Marble, commented, “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.”
Marble, headquartered in San Francisco, aims to empower tax professionals by building a platform that facilitates collaboration between tax professionals and artificial intelligence for tasks such as tax research, memo drafting, document intake, workpaper creation, and return preparation. The company is SOC 2 certified and supported by investors including Susa Ventures, MXV Capital, and Konrad Capital.
The National Association of Enrolled Agents (NAEA), established in 1972 and headquartered in Washington, D.
C., is the sole professional organization exclusively dedicated to enrolled agents. These federally licensed tax practitioners are authorized to represent taxpayers before all administrative levels of the IRS. NAEA supports its membership through advocacy, education, and professional development.
