Overview
TaxGPT is an AI tax platform for accountants and tax professionals. It answers tax questions with citations, drafts tax memos and client correspondence, and analyzes uploaded returns and supporting documents. Client Intelligence maintains context across client entities and records, while Agent Andrew reviews tax returns and Cowork automates supported firm workflows. Current plans are offered through a demo and sales process.
✨ Features
Citation-Based Tax Research
Research federal, state, and local tax questions using linked authoritative sources.
Tax Writing
Draft tax memos, IRS correspondence, and client communications.
Document & Return Review
Analyze client documents and use Agent Andrew to flag return discrepancies and opportunities.
Client Context & Workflows
Maintain client records and automate supported tasks through Cowork on eligible plans.
⚖️ Pros & Cons
Pros
Cons
💰 Pricing
Pro
Contact sales
- Tax research and document upload
- Tax Writer and Matrix
- Agent Andrew and Client Intelligence
Pro Plus
Contact sales
- Pro features plus Cowork
- Tax preparation and bookkeeping agent
- White-glove onboarding and priority support
Firms
Custom
- Enterprise requirements
- Unlimited Client Intelligence entities
- Priority feature access and onboarding