What is TaxGPT?
TaxGPT is an AI-powered tax operating system created by tax professionals, for tax professionals, to boost your tax and accounting firm’s productivity and profitability by 10x. TaxGPT is trusted by 80,000+ active users with 650,000+ tax questions answered. From complex tax research, tax preparation, return review, memo writing, IRS notice responses, and client communications to autonomous agentic tax workflows, TaxGPT handles the work so you can focus on advisory.
TaxGPT Tax Research
TaxGPT's AI tax research engine delivers authoritative, cited answers to complex federal, state, local, and Canadian tax questions in seconds with source-backed reasoning.
Our research is powered by proprietary AI models trained on millions of verified tax documents, constantly updated with the latest IRS/CRA guidance, court decisions, and legislative changes. Ask questions in plain language, just like you'd ask a colleague, and get detailed answers backed by authoritative, verifiable sources every time.
You can also upload client documents, tax returns, IRS notices, financial statements, and more, and TaxGPT analyzes them to provide personalized research based on your client's unique context, not generic responses.
- Get detailed source-backed cited answers in seconds
- Real-time access to U.S. federal, state, local, territorial, and Canadian tax law
- Every response includes authoritative citations to the IRC, Treasury Regulations, court cases, and rulings
- Document analysis delivers context-aware, client-specific insights
TaxGPT Cowork: AI Agents That Run Your Firm's Workflows
Cowork is TaxGPT's agentic workflow platform. You direct, AI agents execute complete workflows inside the software you already use, and finished work lands in your review queue. Your firm stays the system of record, with nothing to replace and nothing to relearn.
Cowork's agentic workflows cover autonomous tax preparation, tax planning, bookkeeping, R&D tax credit studies, and more.
- Agents work inside your existing tax and bookkeeping software, no migration needed
- Client-ready deliverables: returns, memos, workpapers, K-1s, and reports
- You review and approve everything
Client Intelligence: Your Tax Firm's Command Center
Stop juggling spreadsheets, email threads, and scattered documents. Client Intelligence centralizes every client detail, document, research thread, and communication in one intelligent dashboard.
Complete client profiles with relationship mapping, entity structures, and filing history. AI-powered memory that reads and organizes every uploaded document, delivering year-by-year tax history and personalized responses that improve over time. Instant search across clients, documents, tax years, and even content within files using tax-specific intelligence.
Create multiple research and writing threads for each client or issue, audit defense, multi-year analysis, strategic planning, all organized, searchable, and tied to the client's full tax context.
- Manage individuals, businesses, partnerships, and complex entities in one place
- Automatic document matching and intelligent categorization
- Entity relationship mapping
- Version tracking and complete audit trail
TaxGPT Tax Writer
Writing tax memos, IRS notice responses, client emails, and engagement letters shouldn't consume your day. TaxGPT's AI Tax Writer drafts professional, accurate communications instantly, customized to your firm's voice and your client's needs.
Generate tax position memos, respond to IRS and CRA notices (CP2000, CP14, CP501, CP504), draft client communications explaining complex strategies, create engagement letters, and produce marketing content, all grounded in authoritative tax law with proper citations where needed.
- Draft comprehensive documents in a fraction of the time
- Maintain professional tone across all communications
- Customize content to fit your firm's unique voice
- Integrated with research results for seamless workflow
TaxGPT Matrix: Multi Jurisdiction Research
Stop running the same query 20 different times across jurisdictions. TaxGPT Matrix lets you ask any tax question once, select your jurisdictions, and instantly receive a fully cited comparison table, organized, editable, and export-ready.
Perfect for SALT practitioners, multi-state compliance, and advisory work where you need jurisdiction-specific answers without the manual compilation nightmare.
- Run one query across multiple states simultaneously
- Dynamic, AI-powered results (not static charts)
- Export professional PDFs with citations included
- Covers federal, state, and territorial tax law
Agent Andrew
Transform your quality control process with Agent Andrew, an AI agent that automates up to 90% of tax return reviews. Agent Andrew analyzes prepared returns (1040, 1041, 1065, 1120, and 1120-S) and generates detailed, downloadable reports with three color-coded flag categories:
- Red Flags: Red flag reconciles tax returns to source documents, flagging errors such as transcription, omission, classification, and mismatched information. These items significantly increase audit risk.
- Green Flags: Green flags are designed to uncover tax savings, such as absent home office deductions, retirement contributions, depreciation elections, and other common strategies.
- Cleared Flags: Cleared flags represent resolved or rejected red & green flags. These items require no further action and support.
Upload a return, customize the review to your firm's checklist, and receive a comprehensive analysis highlighting what matters most, ensuring accuracy, compliance, and maximized client benefits.
Security & Compliance
Your clients' financial data deserves the highest protection. TaxGPT secures all data with:
- AES-256 encryption for data in transit and at rest
- SOC 2 Type II compliant
- Hosted onshore using Amazon AWS and Microsoft Azure
- Zero data training: Your firm's and clients' data is never used to train AI models
- PII redaction and role-based access controls
Model-Agnostic Approach
TaxGPT is model-agnostic. We don't lock into a single AI provider or architecture. Instead, we continuously evaluate and deploy the best-performing models for tax research as the technology evolves.
AI is advancing rapidly. The best model today won't be the best model in six months. Model-agnostic architecture means TaxGPT gets better automatically as AI improves, without you waiting for vendor upgrades or platform migrations.
The proprietary layer is what makes this work for tax. We've fine-tuned our system on millions of real-world tax scenarios, trained by CPAs and tax attorneys. This tax-specific training sits on top of whatever foundation models perform best, ensuring the system understands firm workflows, client situations, and practical application beyond theoretical knowledge.
Hallucination-Free AI Responses
TaxGPT leverages advanced AI algorithms, including proprietary hallucination control, to ensure the accuracy of every response. Our team of tax professionals review the responses generated to ensure their accuracy, with no fluff or hallucinations. Our AI is trained on extensive tax laws, providing you with the latest, most reliable information so you can confidently make decisions.
Average Rating: 4.6/5.0
Total Reviews: 21
How Do G2 Users Rate TaxGPT?
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Quality of Support: 8.9/10 (Category avg: 8.5/10)
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Ease of Use: 8.6/10 (Category avg: 8.6/10)
Who Is the Company Behind TaxGPT?
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Seller: TaxGPT
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Company Website:
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Year Founded: 2023
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HQ Location: San Francisco, US
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Twitter: @asktaxgpt
1,379 Twitter followers
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LinkedIn® Page: www.linkedin.com
53 employees on LinkedIn®
Who Uses This Product?
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Top Industries: Accounting
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Company Size: 71% Small, 5% Medium
