TaxGPT
TaxGPT · Business
TaxGPT is an AI tax assistant for accountants, tax firms, and businesses. It researches tax questions with cited answers, drafts client memos, and reviews returns, all in one platform.
About TaxGPT
What Is TaxGPT
TaxGPT is an AI platform built for tax and accounting work. It answers federal, state, local, and treaty tax questions in seconds, then backs each answer with sources you can check against the underlying code, regulations, and rulings. That citation trail is the point. General chatbots sound confident but rarely show where an answer came from, and a wrong tax position can cost a client real money.
The platform goes past research. It drafts client-ready memos and IRS notice responses in your firm's voice, keeps a running record of each client's entities and filing history, and reviews returns before sign-off. Documents you upload get summarized, and a dedicated agent prepares partner-level returns inside the tax software you already run.
There are limits worth knowing up front. TaxGPT is aimed at professionals, not casual filers, and pricing sits behind a demo rather than a public checkout. The most advanced automation, like Cowork agents and full tax preparation, only unlocks on the higher plans. TaxGPT says it never trains on customer data and holds SOC 2 Type II certification, but you should still verify outputs before they reach a client.
Getting Started
- Book a demo on the TaxGPT site so the team can scope a plan to your firm's size and workflow.
- Once you have access, sign in and set up your client entities, filing history, and prior-year positions so the platform has context to work from.
- Ask a research question, or upload a document, and review the cited answer before you use it.
- Draft a memo or run a return review, then hand the output to your team for final judgment.
Product Information
A quick look at TaxGPT's pricing, supported platforms, and performance.
Best for
The users, tasks, and scenarios where this tool fits best.
Users
- CPA firms
- Solo practitioners
- Tax and accounting businesses
Tasks
- Tax research
- Drafting memos and notices
- Return review
- Document analysis
Scenarios
- A client calls with a Section 174 question
- Closing out a filing season
- Onboarding a new client
Key features
AI Tax Research
Ask any federal, state, local, or treaty tax question and get an answer in seconds. Every response comes with citations you can trace to primary authority, so you can verify the reasoning instead of trusting the wording. TaxGPT says its answers average 14 sources each.
AI Tax Writer
Turn research into client-ready writing. The tool works as a tax memo generator, drafting memos, IRS notice responses, and engagement letters in your firm's voice, which cuts the time spent formatting the same document types by hand.
Client Intelligence
Client Intelligence keeps a persistent record of each client's entities, filing history, and prior-year positions. That context feeds the research and writing tools, so answers reflect the client's actual situation rather than a generic rule.
Agent Andrew
Agent Andrew runs automated return review for Forms 1040, 1041, 1065, 1120, and 1120-S. It flags issues before sign-off, acting as a second pass that a partner would otherwise have to do manually.
AI Tax Preparation
On higher plans, an AI agent prepares partner-level returns inside tax software you already use. It works in Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte, so the firm stays the system of record.
TaxGPT Cowork
Cowork assigns dedicated agents to the workflows a firm runs by hand, such as tax prep, bookkeeping, and K-1 production. The agents execute end to end and hand results back to your team for judgment.
Pros and cons
Pros
- Cited answers let you verify a position against the source before you rely on it, which matters for tax research and compliance work.
- Research, writing, and return review live in one platform, so client context carries across tasks.
- Integrations with Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte mean less copying between systems.
- SOC 2 Type II certification and a no-training-on-your-data policy address the main firm-side security worries.
- Dedicated onboarding and support are included on paid plans, which helps smaller firms get running.
Cons
- Pricing isn't public, so you can't compare costs without booking a demo, which slows down evaluation.
- The strongest automation, like Cowork and full tax prep, sits behind the higher Pro Plus and For Firms plans.
- There's no free or self-serve tier for individuals to test the research quality on their own.
Frequently asked questions
TaxGPT is an AI assistant for tax work. It answers tax questions with cited sources, drafts client memos and notice responses, and reviews returns before they're filed.
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