TaxGPT

What is TaxGPT?

TaxGPT is a specialized AI platform for CPAs, enrolled agents, tax attorneys, accounting firms, business tax teams, and individual taxpayers. It combines U.S. and Canadian tax research with document analysis, writing, client context, return review, preparation, bookkeeping, and autonomous workflows. Answers are designed to cite authoritative tax sources so professionals can inspect the basis for a result.

Its Cowork desktop assistant can operate inside supported tax software and connected document storage, while Agent Andrew reviews prepared returns and flags possible errors, inconsistencies, and planning opportunities. TaxGPT remains a research and workflow aid rather than a substitute for licensed judgment, source verification, signatures, or legal responsibility.

How to Use TaxGPT

1. Create the appropriate individual, practitioner, or firm account.
2. Ask a precise federal, state, local, provincial, or treaty question and inspect every citation.
3. Upload only approved returns, notices, or financial documents for client-specific analysis.
4. Draft memos, correspondence, or engagement materials and have a qualified professional edit them.
5. Configure return review or Cowork workflows with limited system access and mandatory handoff points.
6. Keep the firm's tax software and signed workpapers as the system of record.

Core Features

• Cited tax research: Answers tax questions with references to primary and authoritative materials.
• Tax Writer: Drafts memos, client emails, notice responses, engagement letters, and opinions.
• Document analysis: Interprets returns, financial statements, notices, and more than 1,000 tax forms.
• Client Intelligence: Maintains entity structures, filing history, prior positions, and document context.
• Agent Andrew: Reviews supported return types and produces traceable findings for professional review.
• Cowork agents: Execute tax preparation, bookkeeping, payroll, planning, audit, and firm workflows in connected tools.

Use Cases

• Research complex multi-jurisdiction tax questions and verify sources.
• Draft client-ready tax memos and government correspondence.
• Review prepared returns against supporting documents before sign-off.
• Automate repeatable preparation or bookkeeping steps while routing judgment calls to staff.

Pricing

TaxGPT offers Pro, Pro Plus, and Enterprise plans for practices, but current public pricing is tailored by team size, client volume, and required capabilities and requires a demo. A free product is available, and the current individual free allowance includes 25 tax questions, one tracked entity, and one Agent Andrew review upload. Buyers should confirm current limits, seats, integrations, onboarding, renewal, and cancellation terms.

Frequently Asked Questions

Does TaxGPT replace a tax professional?

No. Tax positions, filings, advice, and client deliverables require qualified review and independent source verification.

Does it use client data to train models?

TaxGPT states that client data is not used for model training and advertises encryption, PII redaction, role controls, audit logs, and SOC 2 Type II certification. Firms should still review contracts and retention settings.

Which tax software can Cowork operate?

The current site lists Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte, alongside common document-storage integrations.