TaxGPT: Your AI Tax Assistant
What it does
TaxGPT is an AI-powered tax assistant designed for accountants and tax professionals. It aims to boost productivity by 10x through its AI co-pilot, offering secure and accurate solutions to save time and streamline operations. TaxGPT provides features like AI tax return reviews, client management tools, and the ability to embed cutting-edge AI tools into existing workflows. It also offers resources such as a blog, tax professional guidance, and an AI-powered answer library.
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
- ✦AI tax co-pilot for research, writing, and document analysis
- ✦Agent Andrew: AI-powered audit and review tool
- ✦Client management tools
- ✦AI-powered chatbot integration
- ✦Tax research and memo drafting
- ✦Document analysis
Use cases
- →Tax research on client issues
- →Uploading documents for summary and next steps
- →Analyzing prepared tax documents (1040, 1065, 1120, 1120-S, etc.)
- →Drafting tax memos
- →Responding to IRS notices
- →Handling client communications
- →Tax planning