TaxGPT

What is TaxGPT?

TaxGPT is an AI tax platform for tax professionals, accounting firms, businesses, individuals, and financial advisors. It combines citation-backed tax research, document analysis, tax writing, preparation and planning workflows, client information, and specialized review agents in one system.

Tax research and writing in TaxGPT

Citation-backed tax answers

Users can ask federal, state, or local tax questions and receive answers supported by sources such as the Internal Revenue Code, Treasury Regulations, court cases, and official IRS guidance.

Tax memos and correspondence

TaxGPT can draft research memos, IRS notice responses, engagement letters, and client emails from the tax question and supplied context.

Document analysis

Tax returns, financial statements, IRS notices, and other client files can be uploaded for summaries, question answering, and analysis tied to the document rather than a generic tax scenario.

TaxGPT client and firm workflows

Client Intelligence stores documents, filing history, entity relationships, elections, and other client context for research and recommendations. TaxGPT Cowork provides agents for repeatable tax preparation, bookkeeping, payroll, advisory, audit, and practice workflows inside connected software. Agent Andrew reviews prepared returns, reconciles them with source documents, and flags possible errors or tax-saving opportunities.

TaxGPT security and access

TaxGPT states that it is SOC 2 Type II certified, encrypts client data, automatically redacts personal information in supported workflows, and does not use firm data to train its agents. The official site offers free signup and trial access, while firm and business deployments can require a tailored plan or sales conversation. Tax professionals should still review generated research and work product before relying on it for a filing or client decision.