TaxGPT
AI tax assistant for accountants and businesses that answers tax questions with citations and drafts memos.
TaxGPT is an AI tax assistant for tax professionals, firms and businesses. TaxGPT answers federal, state and local tax questions with cited sources, drafts memos and IRS correspondence, analyses uploaded tax documents, reviews prepared returns and, through its Cowork agents, carries out preparation and bookkeeping workflows inside a firm's existing tax software.
Best for Tax and accounting practices that want cited research, drafting and return review in one system that keeps client context.
- Platforms
- Web
- Pricing model
- Contact sales
- Made by
- TaxGPT Inc.
- Added
Last verified: . Information taken from taxgpt.com.
What is TaxGPT?
TaxGPT is an AI assistant built for tax and accounting work, used mainly by practitioners and firms and also offered to businesses and individuals. Its research tool takes federal, state or local tax questions and returns answers with citations drawn from the Internal Revenue Code, Treasury Regulations, court cases and IRS guidance. A writing tool drafts memos, replies to IRS notices and engagement letters, and a document analyser reads returns, financial statements and notices that you upload. Client Intelligence keeps each client's documents, entities and filing history so later answers reflect that context. Agent Andrew reviews prepared returns and flags possible errors and savings. The newer Cowork layer assigns agents to workflows such as tax preparation and bookkeeping inside existing tax software. TaxGPT Inc. says the service is SOC 2 Type II certified.
Key Features
Cited Tax Research
Answers federal, state and local tax questions and attaches references to the code, regulations, case law and IRS guidance.
Tax Writer
Drafts tax memos, responses to IRS notices, client emails and engagement letters with the supporting citations.
Document Analysis
Reads an uploaded return, financial statement or IRS notice and answers questions about that specific client data.
Client Intelligence
Stores client documents, linked entity profiles and filing history, and feeds that context into research and writing.
Agent Andrew Review
Checks prepared forms such as the 1040, 1065, 1120 and 1120-S and produces a downloadable report with colour-coded flags.
Cowork Agents
Runs assigned workflows such as tax prep, bookkeeping and K-1 production inside Drake, ProConnect, UltraTax, CCH Axcess or Lacerte.
Use Cases
- Answering a Client Question
- Look up a specific tax scenario and get references to cite during a client meeting.
- Responding to an IRS Notice
- Upload the notice and draft a reply from it.
- Reviewing Returns Before Sign-Off
- Reconcile a prepared return against its source documents and see flagged discrepancies.
- Multi-State Comparisons
- Use Tax Matrix to collect state-by-state answers in an exportable layout.
- Delegating Routine Preparation
- Hand a bookkeeping or preparation workflow to an agent and review the finished work.
Things to know
- Prices are not published
- Plans are tailored to team size, client count and required capabilities, and the pricing page directs visitors to book a demo.
- US-focused sources and hosting
- Research draws on US federal, state and local authorities, and the company says client data sits on Azure and AWS infrastructure and is processed in the United States.
- Cowork depends on plan
- Agent workflows and the tax preparation agent are part of Pro Plus and the firm tier, not the entry Pro plan.
- Output is reviewed by the firm
- Agents place finished work in a review queue and hand off to staff for judgment; the firm remains the system of record.
FAQs
What is TaxGPT?
TaxGPT is an AI tax assistant that researches tax questions with cited sources, drafts tax documents, analyses uploaded files and automates firm workflows.
Who is TaxGPT for?
TaxGPT is aimed at tax and accounting firms, and it also offers assistants for businesses, financial advisors and individuals.
How much does TaxGPT cost?
TaxGPT does not publish plan prices. Its pricing page describes Pro, Pro Plus and Enterprise plans that are scoped to a practice after a demo.
What is TaxGPT Cowork?
TaxGPT Cowork is the agent layer of the product: you assign AI agents to workflows your firm does manually and review their output. It is included on the Pro Plus and firm plans.
Which tax software does TaxGPT work with?
TaxGPT Cowork agents work within Lacerte, Drake, UltraTax, ProConnect and CCH Axcess, and pull documents from storage such as Dropbox, Google Drive, SharePoint and OneDrive.
Is client data secure in TaxGPT?
TaxGPT says it is SOC 2 Type II certified, redacts personal information automatically, encrypts client data and does not train models on it.
Who makes TaxGPT?
The company behind TaxGPT is TaxGPT Inc., which holds the TaxGPT trademark.
Who it's for
- Tax professionals
- CPAs and accounting firms
- Businesses
- Financial advisors
- Individuals
Comments
No comments yet. If you have used TaxGPT, tell other readers how it went.
Alternatives to TaxGPT
| Tool | Free plan | Starting price | API |
|---|---|---|---|
AiPriseCompliance platform for verifying businesses and individuals worldwide, with AI agents for review work. |
— | — | — |
 Capitol AIEnterprise platform that turns an organization's data and expert processes into governed, auditable AI workflows. |
— | — | — |
 CoinruleNo-code builder for rule-based trading bots across crypto exchanges, onchain networks and stock brokers. |
Yes | — | — |
 FactorialBusiness management software for HR, payroll, finance and IT with a built-in AI agent called One. |
— | — | Yes |
 GainiumOpen-source crypto trading platform with backtesting, no-code bots, a trade journal and an AI assistant. |
Yes | — | Yes |
Listed in the same categories as TaxGPT. A starting price appears only where we checked it on the maker’s pricing page; a dash means not checked or not published. All Finance & Accounting tools