• AI-powered assistant that answers complex tax questions in seconds.
• Automates tax research, memo drafting, and document analysis for accountants.
• Ideal for tax firms, businesses, and finance teams seeking 10× productivity.
• Free 14-day trial; custom pricing available for firms and enterprises.

• AI-powered research assistant for finding answers to complex tax questions.
• Accelerates research and automates the drafting of client memos and emails.
• Provides verifiable answers from a curated database of trusted tax law and commentary.
• Ideal for tax professionals and accounting firms, from sole practitioners to large enterprises.

TaxGPT is an AI tax assistant that leverages proprietary large language models trained on millions of IRS documents, regulations, and CPA-verified sources. The platform accelerates tax research, automatically drafts memos and client communications, and reviews returns for errors, enabling accounting firms and in-house finance teams to cut research time by up to 99%. It belongs to the AI Tax Research & Compliance category.

Blue J is a specialized AI research assistant designed to help tax professionals and accountants find clear, verifiable answers to complex tax questions. Functioning as a generative AI for tax law, it addresses the core problem of slow and tedious traditional research by providing a conversational interface to its curated, daily-updated database of legislation, case law, and official commentary. This allows users to move from a question to a well-sourced answer and even a drafted client communication in minutes, significantly improving efficiency and accuracy.

• AI-Powered Tax Research – Instantly retrieve authoritative answers to complex federal and state tax questions, backed by citations to primary sources.
• Memo & Letter Drafting – Automatically generate tax memos, IRS notice responses, and client emails to streamline communication workflows.
• Document Analysis – Upload and analyze 1,000+ tax forms; receive summaries and flagged issues in seconds.
• Agent Andrew Review Tool – AI audits 1040, 1065, 1120, 1120-S, and more, highlighting red, yellow, and green flags for error detection and savings opportunities.
• Client Profiles & Management – Centralize client data, documents, and conversation history in a single secure hub.
• Embedding & API Access – Integrate TaxGPT’s chatbot into websites or internal systems to provide 24/7 tax guidance.
• Enterprise-Grade Security – Data encrypted at rest and in transit on AWS and Azure, meeting industry standards for confidentiality.

• Generative AI Tax Research: Ask complex tax questions in natural language and receive comprehensive, human-like answers, complete with follow-up suggestions for deeper exploration.
• Verifiable Answers with Citations: Every answer is supported by direct links to the source material within its trusted database, ensuring all information is verifiable and reliable.
• Automated Drafting: Automatically generate high-quality first drafts of client emails and research memos, significantly speeding up the communication workflow.
• Curated Jurisdictional Databases: Access highly curated and daily updated databases containing tax laws, case law, and commentary for specific countries, including the UK, US, and Canada.
• Enterprise-Grade Security: The platform is SOC 2 Type 2 compliant, ensuring high standards for data security and confidentiality, which is critical for legal and financial firms.

• Certified Public Accountants (CPAs) and Enrolled Agents
• Tax & accounting firms of all sizes
• Corporate finance and in-house tax departments
• Small-business owners seeking self-service tax guidance
• SaaS product teams that want to embed tax Q&A into their apps

• Sole Practitioner Accountants: Professionals who need to quickly research a wide range of tax issues without the overhead of a large team.
• Tax Attorneys and Legal Professionals: Specialists who require fast, accurate, and citable tax law research.
• Local and Regional Accounting Firms: Teams looking to boost research efficiency and ensure consistency in their client advice.
• National and Enterprise Tax Advisory Practices: Large firms that need scalable, secure, and cutting-edge research tools to maintain a competitive edge.
• Corporate Tax Departments: In-house teams managing complex corporate tax compliance and planning.

• Rapidly answering complex multi-state tax nexus questions for clients.
• Drafting detailed tax memos and IRS response letters in minutes.
• Automated review of prepared 1040/1120 returns to catch errors and savings.
• Embedding a tax Q&A chatbot on a financial services website to reduce support tickets.
• Summarizing uploaded client tax documents to outline next-step actions.

• Answering Complex Client Queries: Quickly find definitive answers for specific client situations regarding tax obligations and opportunities.
• Drafting Research Memos: Generate structured research memos that summarize findings and cite relevant legal sources for internal review or client files.
• Validating Tax Positions: Cross-reference a proposed tax strategy against the latest case law and legislation to ensure it is defensible.
• Onboarding and Training: Provide new associates with a powerful, easy-to-use tool to get them up to speed on firm research standards and practices.

TaxGPT offers a free 14-day trial for new users. Detailed pricing for professional, business, and enterprise tiers is provided upon request—interested teams can schedule a demo via the official site.

• Sole Practitioners - $1,498/year per user. Includes access to the US tax database with case law and commentary, unlimited usage, memo and email drafting, conversational search, and daily content updates.
• Local, Regional, and National Firms - Contact Sales. Includes all features from the Sole Practitioners plan, plus a dedicated customer representative, on-demand training, usage reporting, custom SSO options, and advanced security features.