TaxGPT

TL;DR

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.

What is TaxGPT

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.

Key Features

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.

Who is TaxGPT for?

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

Key Use Cases & Applications

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.

Pros

Significantly reduces manual tax research time.
Document flagging tool (Agent Andrew) lowers audit risk.
Secure, SOC-aligned infrastructure for sensitive data.
Free trial lets users evaluate value before committing.

Cons

Full pricing not publicly listed—must book a demo for quotes.
Reliance on AI outputs may still require expert human review.

Pricing Info

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.

FAQs

Does TaxGPT offer a free plan or trial?