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. It simplifies complex tax research, memo writing, IRS notice replies, return reviews, document analysis, and client communications. TaxGPT Tax Research Stop wasting hours digging through tax libraries and search results. TaxGPT's AI tax research engine delivers authoritative, cited answers to complex federal, state, local, - even Canadian tax questions in seconds, not hours. 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. 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 cited answers in seconds, not hours - Real-time access to U.S. federal, state, local, and Canadian tax law - Every response includes authoritative citations to IRC, Treasury Regulations, court cases, and rulings - Document analysis delivers context-aware, client-specific insights 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, 1065, 1120, 1120-S, and more) and generates detailed reports with color-coded findings: - Red Flags: Critical errors increasing audit risk (transcription errors, omissions, classification mistakes) - Yellow Flags: Cautionary items requiring review (carryovers, misclassified data, bank information verification) - Green Flags: Missed tax savings opportunities (home office deductions, retirement contributions, depreciation elections) 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. 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 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.