TaxGPT Reviews & Product Details

Tax GPT has allowed me to verify my own knowledge and also gave me insight into tax rules and strategies I had not thought about before. It has saved me significant time that has allowed me to work on other projects. I am just starting to use Co_Work and it has been amazing. It has taken items such as date for spread sheets and input it just as I outlined the spreadsheet saving hours on the last project I did. Review collected by and hosted on G2.com.

I have been implementing it firmwide and it has been making some of my junior employees feel like their positions could be eliminated. I will not do that because they will be able to take on a higher level of responsibility quicker then they normally would. Review collected by and hosted on G2.com.

I like how easy TaxGPT makes it to find my code sections and research that I need to answer questions. It does a great job gathering the data, and for the projections it puts together are polished and professional looking, unlike the old, outdated layout of other big player softwares in the industry. I like that it can extract fixed asset data from files in PDF format and do other things to really help me—I’ve barely scratched the surface. It can do so much. Review collected by and hosted on G2.com.

I need time to learn how to use TaxGPT fully understanding what it can do, what it can't do, and using prompts to ask these questions strategically. It's important for people to recognize that this tool doesn't replace the need to understand the tax code or develop advisory skills and interpretations. It's more about helping you be quicker and more efficient - like a team member that is always online. Review collected by and hosted on G2.com.

I've been genuinely impressed with how quickly TaxGPT continues to evolve. Every week there are new features and smarter workflows that help accountants and tax professionals save time while improving the quality of our work. Using TaxGPT, I recently organized and categorized thousands of client receipts in just a few hours instead of several days. I also completed highly complex partnership tax returns by streamlining the workflow with ProConnect, saving countless hours of manual work while focusing on technical analysis and client advisory. Equally impressive is the Customer Success team. Their free webinars, one-on-one sessions, and ongoing support make learning fast, practical, and enjoyable. I'm sincerely grateful for everything the TaxGPT team is building and excited to continue learning, including enrolling in the newly designed Certification Program. The customer support made the initial setup a piece of cake. I highly recommend it and can’t wait to learn more. Review collected by and hosted on G2.com.

I would like to automate repetitive tasks without confirming every time to save or repeat. I may have to learn how to create a prompt for that. I am still learning. But we will get there! Review collected by and hosted on G2.com.

I like the way the research tool works together with the client intelligence organization. It will be especially helpful as my firm scales within the product. In addition, the cowork feature has been a big help in refining complex client presentations. Review collected by and hosted on G2.com.

I’ve been waiting for the cowork update so it will work with ProSeries. I’m told the wait is almost over, so I’m reserving judgment until that release. Review collected by and hosted on G2.com.

TaxGPT is great for researching. I have found as a solo practitioner this tool allows an additional perspective on solving client's problems as they arise. If the prompt is fed all the facts and circumstances of the issue, it can be incredibly powerful in pulling the resources together to aid in supporting a position. Combined with our CPA education, TaxGPT can save substantial amounts of time so that we can focus on delivering value to our clients. I can prepare client memos regarding positions that would have taken hours to research, confirm understanding, and write - and those memos can serve as a basis for what I need 95% of the time. Generally, I only have to make situational revisions or add clarity depending on the client's tax comprehension skills.

Agent Andrew can also be a handy second set of eyes to review new client returns or double-check returns when you want the additional accuracy assurance. For new clients, it can help you develop an understanding the scope of services to be provided so that you can provide a refined offering of services. Review collected by and hosted on G2.com.

This tool is not intended for laypersons. In my view, it demands a certain level of experience and education to know the right questions to ask and to accurately describe real-world situations. Although beginners in the profession can still make use of TaxGPT, it is best suited for those with some background knowledge. Review collected by and hosted on G2.com.

Ease of use, ability to create easy to comprehend deliverables to the client Review collected by and hosted on G2.com.

Could be a little faster, also don’t like that if I use coworker on different workstations the folders don’t transfer Review collected by and hosted on G2.com.

I appreciate how TaxGPT provides quick summaries and explanations of the tax code with detailed references and links. This is incredibly handy during client meetings because it allows me to provide definitive answers swiftly. The interpretation functionality is very beneficial for client communication and serves as a guidance tool while researching and preparing tax returns. Additionally, I found the initial setup of TaxGPT to be very easy, aided by the short user tutorial provided. Despite some occasional incorrect flags, the review function is helpful as it offers substantial feedback and considerations. Review collected by and hosted on G2.com.

I find that the review function in TaxGPT sometimes flags things incorrectly, which can be misleading. They are aware of this issue and are working to improve it. Review collected by and hosted on G2.com.

I have been using TaxGPT for almost two years now, initially for research, and now more extensively for generating client-facing emails. I discovered TaxGPT through a social media ad, and I was initially skeptical, but its capabilities left me impressed. Compared to other tax research software I have used, such as those from Thomson Reuters and CCH, TaxGPT offers far superior search engine functions, eliminating the need to rely on basic Google searches to research IRS information. I appreciate its intuitive nature, especially how it links directly to the necessary forms and allows me to easily confirm or adjust my queries for more accurate responses. Setting it up was straightforward and supported by excellent sales representatives and client managers who provided useful video resources. One of its most remarkable benefits is the time efficiency it offers; tasks that used to take days are now completed in less than an hour, saving significant time and resources in my workflow. This time-saving aspect is incredibly valuable, especially in the service industry where time equates to money, and TaxGPT has effectively paid for itself multiple times. I am also excited about an upcoming feature, Agent Andrew, which I am currently testing, along with the forthcoming tax planning side. I would rate my likelihood of recommending TaxGPT to others as a solid 10 out of 10. Review collected by and hosted on G2.com.

I would like to see a more fluid transition between TaxGPT and other tax software in the future. It would be ideal if there were a way to integrate TaxGPT with a tax planning software in a CRM model. Review collected by and hosted on G2.com.

As a Tax Admin, TaxGPT has been very easy to use. Uploading notices and documents directly into the platform and getting a clear summary + next steps has improved our response time. It also drafts response language that my team can review and send quickly. Overall, it makes notice handling more efficient and helps me better understand the issues at hand. The customer support is next level. It is rare to find a team that is so hands on and responds so quickly! Review collected by and hosted on G2.com.

It's still learning. There are some knowledge gaps and a few features I wish went one step further, but the gap is closing quickly, and I feel like it is improving constantly. Review collected by and hosted on G2.com.

I have been using TaxGPT for over a year now for tax research and really appreciate its capabilities. The research tool is extremely beneficial, allowing my team to conduct research much faster and more efficiently, which has greatly increased our productivity. The unique prompt function in the research tool helps us frame better questions to get accurate answers. Setting up TaxGPT was incredibly easy; a quick call with Kash streamlined the user setup process and required minimal training due to its user-friendly interface. Additionally, the software has been a boon in improving our time efficiencies as CPAs, freeing up time by facilitating faster research and better task management. I also value the ongoing development of new features that are not only enhancing its research capabilities but are also contributing towards building a comprehensive tax software to aid in client onboarding, tax planning, and tax return review. This adaptability and responsiveness to user needs have been a notable asset for our firm, as we're working with TaxGPT to expand its functionalities. The partnership with TaxGPT has been advantageous, as it's providing innovative tools like 'Agent Andrew' for reviewing tax returns and pursuing document management solutions and AI features to effectively run a CPA firm. I find it to be a cool tool that is already integral in our operations, and we have entered into another year-long agreement due to its promising enhancements and our positive experience. Review collected by and hosted on G2.com.

TaxGPT is a newer software platform, and like any developing technology, there are still a few kinks being worked out. From time to time, the outputs may not be fully accurate. Kash and Marcus welcome feedback whenever issues are identified, as they are continuously enhancing the system to ensure accuracy and reliability. Because this is an AI-driven tool, it’s important to have a strong understanding of the tax code when reviewing recommendations or outputs to confirm their accuracy. AI is a powerful support tool—but it doesn’t replace professional judgment. Review collected by and hosted on G2.com.