TaxGPT

TaxGPT is presented as an AI tax co-pilot for accountants and tax professionals. The page describes citation-backed answers to federal, state, and local tax questions drawn from the IRC, Treasury Regulations, court cases, and official IRS guidance. It also covers drafting tax memos, IRS correspondence responses, and client emails; analyzing uploaded tax returns, financial statements, and IRS notices; and Agent Andrew, an audit and review tool that flags red, green, and cleared items on prepared returns such as the 1040, 1065, 1120, and 1120-S. TaxGPT Cowork offers AI agents for workflows across tax preparation, bookkeeping, payroll, advisory, and audit that work inside existing tax and practice management software. Client intelligence features store documents, entity relationships, and filing history. The page states the company is SOC 2 Type II certified, applies automatic PII redaction and encryption, and says agents do not use client data for training. Pricing is not detailed on this page beyond a free trial and free sign-up offer.

Key features

• Cited AI answers to federal, state, and local tax questions
• Tax memo, IRS correspondence, and client email drafting
• Analysis of uploaded tax returns, financial statements, and IRS notices
• Agent Andrew audit and review of prepared 1040, 1065, 1120, 1120-S returns with red, green, and cleared flags
• TaxGPT Cowork AI agents for tax preparation, bookkeeping, payroll, advisory, and audit workflows
• Client intelligence with document storage, entity relationship tracking, and filing history
• State-by-state tax answers that are organized and exportable (Tax Matrix)
• Analysis of over 1,000 tax forms, per the page
• Built-in hallucination control and cited answers
• SOC 2 Type II certification and automatic PII redaction, per the page

Best suited for

• Tax professionals and CPAs doing tax research
• Accounting and tax firms managing client documents and workflows
• Businesses seeking AI-assisted tax answers
• Individuals seeking personalized tax help
• Financial advisors delivering tax-smart advice

Pricing

Not stated on the website