TaxGPT

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