TaxGPT is an AI-powered tax assistant that automates tax preparation, research, and client workflows. It reads source documents, uses existing tax software, and completes returns with source-backed reasoning. Key features include:
- AI Tax Research: Provides cited answers from IRC, Treasury Regulations, and IRS guidance.
- Document Analysis: Analyzes tax returns, financial statements, and IRS notices for actionable insights.
- AI Tax Preparation: Prepares partner-level returns inside software like Axcess, UltraTax, Drake, and ProConnect.
- Client Intelligence: Stores documents, tracks entity relationships, and maintains filing history.
- Agent Andrew: AI-powered audit and review tool that highlights errors and tax savings opportunities.
TaxGPT is SOC 2 compliant and designed for tax professionals, CPAs, businesses, and individuals looking to increase efficiency.
Key Benefits
- Cut down tax research time by 99%
- Every answer cited from authoritative sources
- SOC 2 compliant
- Saves significant time for tax professionals