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TaxGPT

AI tax assistant for tax professionals and businesses

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TaxGPT is an AI tax assistant for tax professionals, accounting firms, businesses, financial advisors, and individuals. It addresses the time spent on tax research, document review, drafting, and client management by providing citation-backed answers, analyzing tax documents, drafting memos and correspondence, and keeping client information in one place.

The platform includes Tax Research, Tax Writer, Document Analysis, Tax Preparation, Tax Planning, Tax Matrix, Client Intelligence, and Agent Andrew, an automated return review tool covering forms such as 1040, 1041, 1065, 1120, and 1120-S. TaxGPT Cowork provides autonomous agents for workflows including tax prep, bookkeeping, payroll, advisory, and audit, operating inside existing tax and practice management software. Security features include SOC 2 Type II compliance, AES-256 encryption, multi-factor authentication, and a policy against training on proprietary data.

TaxGPT is packaged in three plans: Pro for solo practitioners, Pro Plus for growing practices, and an Enterprise plan for larger firms with custom security and deployment needs. Onboarding, support levels, and feature access vary by plan, with a demo required to get started.

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