TaxGPT

TaxGPT

β˜… 4.6 πŸ”– 8500 saves πŸ’° Paid

TaxGPT is an AI-native operating system for tax and accounting firms, combining a cited tax research assistant with autonomous agents that prepare returns inside the software firms already use.

Overview

TaxGPT was built AI-native from day one, in contrast to legacy tax platforms retrofitted with AI features. Its core product is an AI tax co-pilot that answers federal, state, and local tax questions in seconds, with every answer cited to authoritative sources: the Internal Revenue Code, Treasury Regulations, court cases, and official IRS guidance. Built-in hallucination control means responses come only from verified tax authorities, not model improvisation.

Beyond research, TaxGPT Cowork deploys AI agents that execute firm workflows end to end. The Tax Prep Agent reads source documents such as W-2s, 1099s, K-1s, and Excel trial balances, then operates the firm’s existing tax software through browser automation: entering return data, running diagnostics, and flagging items that need human judgment. When preparation finishes, Agent Andrew reconciles the prepared return against source documents and surfaces audit-sensitive items with red, yellow, and green flags for CPA sign-off. The company reports a 90 percent reduction in first-pass prep time and 45 minutes saved per Form 1040.

Key Features

  • Cited tax research across IRC, Treasury Regulations, case law, and IRS guidance with hallucination control
  • Autonomous Tax Prep Agent that reads W-2s, 1099s, K-1s, and trial balances, then prepares returns via browser automation
  • Agent Andrew review engine with red/yellow/green flags reconciling returns to source documents
  • Instant drafting of client-ready tax memos, IRS notice responses, and engagement letters
  • Client intelligence system storing documents, entity relationships, and filing history for contextual answers
  • SOC 2 Type II certified with automatic PII redaction; client data never used for model training

πŸ’³ Pricing

TaxGPT offers a free trial with cancel-anytime billing. Paid plans are priced per firm and scale with team size and return volume; the company targets firms processing hundreds to thousands of returns per season. Contact TaxGPT for a quote tailored to firm size.

Who Is It For

Built for CPAs, enrolled agents, and accounting firms that want to scale return capacity without adding headcount. Solo practitioners use it to cut research time dramatically. It is not designed for individual DIY filers; consumers should use retail tax software instead.

πŸš€ Visit TaxGPT Official Site

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