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TaxGPT

verifiedFreemiumAgenttaxgpt.com

AI research and workflow platform for tax and accounting pros, offering citation-backed answers, prep automation, and client tools.

What it does

TaxGPT is an AI platform built for tax professionals, accounting firms, and businesses. It provides cited answers to tax research questions, drafts memos, reviews tax returns, and organizes client documents and communications. The platform also includes tools for tax preparation and proactive tax planning.

How to use: Users can access TaxGPT by signing in and choosing a persona (Tax professional, Business, or Individual). Depending on the persona, users are guided through a series of questions regarding their location, company size (for businesses), and how they found the platform. Based on the responses, TaxGPT offers options such as scheduling a Google Meet for a product walkthrough or requesting a callback. Users can then provide their work email to proceed with either option.

Core features

Citation-backed answers to federal, state, and local tax questions
AI-assisted tax return review through an automated reviewer agent
Document analysis across thousands of tax forms
Client management workspace for documents and communications
State-by-state tax answer lookup tool
Shared workspace for collaborating with the AI and team members
Tax memo drafting assistance

Best for

→Speeding up tax research for CPAs and accounting firms
→Reviewing client tax returns for errors before filing
→Answering client tax questions quickly during meetings
→Managing client documents and case files in one place
→Getting personalized AI-driven tax guidance for individuals or businesses
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