Tax Query Assistant

A web-based AI-powered assistant designed for auditors to handle tax-related queries. This system ensures that only tax-specific questions are answered using GPT-4, with all responses stored securely in MongoDB for auditing.

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🚀 Features

• ✅ AI-powered Tax Assistance: Uses OpenAI's GPT-4 to provide responses to tax-related queries.
• ✅ Strict Tax Query Filtering: Rejects non-tax-related questions to maintain focus.
• ✅ Database Storage: Saves user queries and AI responses in MongoDB for audit tracking.
• ✅ Modern Web UI: React frontend with a simple chat-like interface.
• ✅ Secure API: Express.js backend with environment variables for sensitive configurations.

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🛠️ Tech Stack

• Frontend: React.js
• Backend: Node.js, Express.js
• Database: MongoDB (via Mongoose ORM)
• AI Integration: OpenAI GPT-4 API
• Hosting: Can be deployed on Vercel (frontend) & Heroku/AWS (backend)

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🛠️ Setup Instructions

1️⃣ Clone the Repository

git clone https://github.com/your-username/deloitte-audit-chat.git
cd deloitte-audit-chat

2️⃣ Install Backend Dependencies

cd backend
npm install

3️⃣ Install Frontend Dependencies

cd ../frontend
npm install

4️⃣ Configure Environment Variables

Create a .env file in the backend directory:

cd ../backend
touch .env

Add the following details:

MONGO_URI=your-mongodb-connection-string
OPENAI_API_KEY=your-openai-api-key
PORT=5001

5️⃣ Start the Backend

node server.js

or, for automatic restarts during development:

npm install -g nodemon
nodemon server.js

6️⃣ Start the Frontend

cd ../frontend
npm start

7️⃣ Test the API

• Open Postman or a browser and test:

  http://localhost:5001/api/prompt
  

• Send a POST request with a valid tax-related query.

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🛡️ Security Best Practices

• Never expose .env files in GitHub. Always add it to .gitignore.
• Rotate API keys regularly for security.
• Use JWT authentication if expanding access control.

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📌 Future Enhancements

• 🔹 Add user authentication for Deloitte auditors.
• 🔹 Deploy the backend using Docker for better scalability.
• 🔹 Implement role-based access for different types of users.

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Feel free to modify and add more sections based on your needs! 🚀