TaxGPT: AI Tax Assistant for CPAs & Tax Pros
TaxGPT is an AI-powered co-pilot built for tax professionals, automating research, document review, and client communication to multiply productivity.
Overview
TaxGPT is a specialized AI assistant designed specifically for accountants, CPAs, EAs, and tax firms who want to reclaim hours lost to manual research and document review. At its core is an AI co-pilot that handles tax research, memo drafting, and document analysis, letting professionals move through complex client issues in a fraction of the usual time. The platform's standout feature, Agent Andrew, acts as an automated audit and review engine that scans prepared returns like the 1040, 1065, 1120, and 1120-S, then delivers a color-coded report flagging errors, cautionary items, and missed savings opportunities.
Beyond research and review, TaxGPT rounds out its toolkit with client management features and an embeddable AI chatbot that firms can weave directly into their existing workflows. Whether it's drafting a response to an IRS notice, summarizing uploaded documents for next steps, or supporting broader tax planning conversations, the platform positions itself as a force multiplier for busy practices. Backed by enterprise-grade security through AWS and Azure, TaxGPT aims to give professionals the confidence to hand sensitive data over to AI without compromising compliance or client trust.
Capabilities & Features
- AI tax assistant
- Tax research
- Tax compliance
- Tax memo drafting
- Document analysis
- Audit review
- Client management
- Tax planning
- Agent Andrew
- Tax forms
- Tax chatbot
Core Features
- AI tax co-pilot for research, writing, and document analysis
- Agent Andrew: automated audit and review tool with color-coded flagging
- Client management tools for organizing tax professional workflows
- Embeddable AI chatbot for existing firm systems
- Tax research and automated memo drafting
- Document analysis and summarization
Use Cases
- Conducting fast tax research on complex client issues
- Uploading client documents for automated summaries and next steps
- Auditing prepared returns like 1040, 1065, 1120, and 1120-S for errors
- Drafting professional tax memos in less time
- Responding efficiently to IRS notices
- Managing ongoing client communications
- Supporting proactive tax planning strategies
Best For
- Tax professionals
- CPAs
- Enrolled Agents (EAs)
- Tax lawyers
- Tax preparers
- Tax firms
- Businesses needing tax support
Pros
- •Agent Andrew automates tedious return reviews with clear, actionable flags
- •Significantly speeds up tax research and memo drafting
- •Can be embedded into existing firm workflows via chatbot integration
- •Enterprise-grade security built on AWS and Azure
- •Covers a wide range of return types including 1040, 1065, 1120, and 1120-S
Cons
- •No publicly listed pricing, requiring a sales conversation before adoption
- •Onboarding involves a guided questionnaire rather than instant self-serve access
- •AI-generated outputs likely still require professional review before filing
- •May require workflow adjustments for firms unfamiliar with AI tools
How to Use
Sign in to TaxGPT and select your persona: Tax Professional, Business, or Individual. You'll be guided through a short set of questions covering your location, company size (for businesses), and how you discovered the platform. Based on your answers, you can then choose to schedule a Google Meet for a live product walkthrough or request a callback. Provide your work email to confirm either option and get started.
Frequently Asked Questions
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Pricing
Pricing isn't publicly listed; prospective users must go through a guided onboarding flow and schedule a demo or callback to receive custom pricing details.
Pricing data is provided as a summary. Visit the vendor website for full tier details.