AI tax assistant for tax professionals and businesses
Boost productivity by 10x. Automate tax preparation, tax research, get cited tax answers in seconds, draft memos, analyze tax documents, and manage clients in one place.
Michelle L
Wayne L.
CPA
Michelle L
CPA, Director of tax
AI tax co-pilot
Cut down tax research time by 99% with your personalized AI tax assistant. Get answers to complex tax questions, draft tax memos, analyze over 1,000 tax forms and more. Make your tax workflows faster, easier, and smarter. Learn more
Get instant answers to complex tax questions
Ask any federal, state, or local tax questions and receive detailed, cited responses in seconds. Every answer pulls directly from the IRC, Treasury Regulations, court cases, and official IRS guidance. Learn more
Draft memos, IRS correspondence, and client emails
Generate client-ready tax memos, IRS notice responses, and engagement letters instantly. What used to take hours now takes minutes, with all the detail and citations you need. Learn more
Turn tax documents into actionable insights
Drop in any tax return, financial statement, or IRS notice for instant AI analysis. Get answers specific to your client's data, not generic tax guidance. Learn more
Cowork
AI agents that run your firm's workflows across tax preparation, bookkeeping, payroll, advisory, audit, and more. You direct. They execute inside the tools you already use. Learn more
Less time on execution. More time on what grows your firm.
Every workflow in TaxGPT Cowork is built to take something off your plate and put finished work in your review queue. Tax preparation, bookkeeping, tax planning, R&D credit analysis, K-1 production, and more. Your team gets capacity back without adding headcount.
Zero disruption to how your firm works today.
Cowork agents utilize your existing tax and practice management software and pull documents from connected storage. Your firm stays the system of record. Nothing to replace, nothing to relearn.
Move faster without compromising trust
Automation shouldn't come at the cost of security. TaxGPT is SOC 2 Type II certified with automatic PII redaction and encryption on all client data. Agents operate on your data to complete their workflow and never use it for training.
Client intelligence
Your complete client intelligence system. Store documents, track entity relationships, and maintain filing history. TaxGPT uses this context to deliver research and recommendations tailored to each client's specific tax profile. Learn more
TaxGPT remembers, so you don't have to
TaxGPT remembers every return filed, election made, and entity structure. Research and writing automatically incorporate your client's full tax history, no manual context needed. Learn more
See the full picture of every client
Track individuals, businesses, partnerships, and trusts with linked entity profiles. Visualize ownership structures, related entities, and complex relationships in one comprehensive view. Learn more
Store, search, and access every client document
All tax returns, financial statements, K-1s, and engagement letters in one searchable system. Find documents instantly by client, year, type, or search the actual content inside files. Learn more
Agent Andrew
Agent Andrew is an AI-powered audit and review tool that analyzes prepared tax documents, including the 1040, 1065, 1120, 1120-S, and more. It generates a detailed, downloadable report with actionable insights, highlighting key findings using three color-coded flags.
Red flag reconciles tax returns to source documents, flagging errors such as transcription, omission, classification, and mismatched information. These items significantly increase audit risk.
Green flags are designed to uncover tax savings, such as absent home office deductions, retirement contributions, depreciation elections, and other common strategies.
Cleared flags represent resolved or rejected red & green flags. These items require no further action and support.
Agent Andrew is an AI-powered audit and review tool that analyzes prepared tax documents, including the 1040, 1065, 1120, 1120-S, and more. It generates a detailed, downloadable report with actionable insights, highlighting key findings using three color-coded flags.
Built with security and compliance at the core
We're SOC 2 Type II certified. All client tax documents are protected with enterprise-grade encryption on AWS and Azure infrastructure, ensuring your data stays secure.
Customer testimonials
Mark A.
CPA
After this tax season and using TaxGPT, there ain’t no effing way I am giving up the subscription. Sign me up for life. It was freaking awesome. Especially in helping me fill out the foreign 5471 forms. That saved me countless hours; and the form 5471 has never been done completely correctly in the past like it is now. Just a phenomenal tool. I’m not going away anytime soon.
Jackie Compton
CPA, CTC, CGMA
This app is fantastic so far. I needed special research on Section 174 for both the film industry and for an SBIR grantee and got some great responses and solid links for more info. Game changer. Look out big fish...the small fish are about to get you.
Angeliese W.
CPA
This tool is providing invaluable assistance as I work with clients who have numerous questions. I always strive to offer top-tier support, and this tool is going to be a tremendous help.
Kimberley F. Friebis
Solo practitioner
I love TaxGPT! As a solo practitioner in the last few months I have had it, it has saved so much of my time! Time you can’t get back…. Best investment ever other than my software!
Jeff S.
CPA
I am saving 5 hours a day by using TaxGPT and it is a great resource to have and my clients love it.
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