What is TaxGPT?
TaxGPT is an AI tax assistant that automates tax preparation by reading source documents and working within existing tax software such as Axcess, UltraTax, Drake, and ProConnect. It provides instant, cited answers to complex federal, state, and local tax questions using authoritative sources from the IRC, Treasury Regulations, and IRS guidance.
The platform generates client‑ready tax memos, IRS correspondence, and engagement letters, and it analyzes returns to surface audit risks and tax‑saving opportunities through its Agent Andrew review tool. TaxGPT stores and indexes all client documents, tracks entity relationships, and maintains filing history, enabling tailored research and recommendations based on each client’s tax profile.
TaxGPT user reviews
Based on 1 review, 100.0% of users recommend TaxGPT, rated highly for quality results.
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TaxGPT's key features
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AI tax prep within existing software
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Source-backed reasoning and citations
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Autonomous document analysis and insights
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Agentic workflow with dedicated AI agents
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Integrated client intelligence system
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Audit and review with flagging
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SOC 2 compliant security
TaxGPT use cases
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Automatically ingest receipts, invoices, and payroll records to generate a ready-to-file tax return in your existing tax software without manual data entry
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Produce detailed audit‑risk reports and client memos that explain the supporting source documents, helping accountants proactively address IRS questions
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Securely store and version all tax documents while maintaining a searchable filing history, enabling quick retrieval for year‑end reviews or audits
Who is it for?
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Corporate executives
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Business owners
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Financial analysts
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Accountants
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Tax advisors
