TaxGPT

What is TaxGPT?

TaxGPT is an AI tax assistant for tax professionals, accounting firms, and businesses. It automates tax research, preparation, planning, document analysis, and client management. The vendor states it is SOC 2 Type II certified with automatic PII redaction and encryption.

What are the features of TaxGPT?

• Cited tax research

  Answers federal, state, and local tax questions using citations from the IRC, Treasury Regulations, court cases, and official IRS guidance.
• Document analysis

  Analyzes uploaded tax returns, financial statements, or IRS notices to produce insights specific to the provided data.
• Automated drafting

  Generates client-ready tax memos, IRS notice responses, and engagement letters with citations.
• Autonomous agents (Cowork)

  Executes workflows such as tax preparation, bookkeeping, payroll, and R&D credit analysis inside existing firm software.
• Tax return review (Agent Andrew)

  Audits prepared forms including the 1040, 1065, 1120, and 1120-S, producing a downloadable report with color-coded error, savings, and resolved flags.
• Client intelligence

  Stores documents, tracks linked entity profiles, and maintains filing history so research incorporates each client's tax context.

What are the use cases of TaxGPT?

• Multi-state tax research

  Uses Tax Matrix to retrieve state-by-state answers organized in an exportable format.
• Complex foreign form preparation

  Assisted a CPA in completing Form 5471, according to a published user review.
• Industry-specific tax research

  Provided Section 174 guidance tailored to the film industry and SBIR grantees, per a user testimonial.

TaxGPT Pricing Information:

• Free trial

  Stated as available with free sign-up and cancellation at any time; specific duration and feature limits are not detailed.