Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"TaxGPT Has Become Our Go-To AI Model Research and Writing"
5/5
What do you like best about TaxGPT?

TaxGPT has changed how our team handles tax research and review work. It delivers accurate, citation-backed answers in seconds, saving hours we used to spend searching through other platforms or the web. The ability to upload client files, IRS notices, or entire returns and get a tailored analysis is a huge time-saver. The platform feels built for tax professionals, not generic AI users, and the support team is extremely responsive whenever we have questions. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

There’s a short learning curve at first, especially around crafting effective prompts to get the most precise responses. Occasionally, when uploading very large document sets, it takes a few minutes to process, but it appears be improving each time. Review collected by and hosted on G2.com.

Joseph G.
JG
Joseph G.
"Efficient Tax Research and Documentation Aid"
4/5
What do you like best about TaxGPT?

I love using TaxGPT because it's incredibly efficient at synthesizing large amounts of information, significantly reducing the time it takes me to write detailed documents such as notice response letters to the IRS or memos to clients about new tax credits. Tasks that used to take me around forty-five minutes are now done much faster, freeing up my time for other responsibilities. The process of setting it up was straightforward due to its intuitive interface, which is similar to applications I've used before. This familiarity helped in easily figuring out how to get the desired results. I also appreciate its ability to pull information from trusted sources, ensuring that the answers I get are accurate and reliable, much more so than if I were using a different system that might just be trawling the internet indiscriminately. Additionally, I find it particularly useful that I can save questions for future reference and easily copy and paste provided solutions into emails or word documents. This feature makes documentation much more manageable. While I currently use it mostly for these core functionalities, the potential to use it for reviewing work in the future is an exciting prospect. Overall, TaxGPT is a powerful tool that streamlines the workload, enhances productivity, and ensures precision in information handling. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

I find it challenging to remember to use TaxGPT regularly due to the friction in accessing the platform. Going through the login process and entering security codes adds unnecessary steps that disrupt ease of access. It would be beneficial if there was a more seamless integration into my daily operations, perhaps through a desktop tool or easier interface integration. Additionally, the process of preparing trial balances could be faster with better integration, such as with Thomson Reuters products or other trial balance software, as this task still consumes a significant amount of time. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Helpful Tool for CPAs"
5/5
What do you like best about TaxGPT?

As a CPA, I’ve found TaxGPT to be an incredibly helpful tool for quick research on tax topics. It’s efficient, accurate, and saves valuable time when reviewing complex issues or confirming specific details. I appreciate how clearly it explains tax concepts and provides practical insights that support my work with clients. It’s a great resource for any accounting professional who wants reliable answers fast. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

Some features are still being developed, which means certain areas do not yet offer complete functionality. I am eager to see these updates implemented, as I think the platform holds significant potential. Despite a few current limitations, it already serves as a valuable resource for accounting professionals. Review collected by and hosted on G2.com.

Michael C.
MC
Michael C.
"Intuitive Interface with Superb Support"
5/5
What do you like best about TaxGPT?

I love TaxGPT’s intuitive and easy-to-use interface, which really stood out compared to other vendors I considered. It made the setup process effortless and allows me to navigate my tasks with ease, particularly in areas like tax research and writing responses to agency notifications. The platform has significantly reduced the time spent on research, enabling me to focus more on client interactions and questions. Furthermore, I am very impressed with TaxGPT's commitment to continuous improvement and the additional features they have introduced, which show their dedication to evolving client needs. On top of that, their customer service is exceptional, making it a reliable tool that I would purchase again and highly recommend. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

Nothing Review collected by and hosted on G2.com.

Steve Morris C.
SC
Steve Morris C.
Financial Advisor, Co-Founder, CEO
Small-Business (50 or fewer emp.)
"Needs Major Improvements Despite a Great Concept"
0.5/5
What do you like best about TaxGPT?

It is a great idea. If it ever evoelcves into what the sales rep promised then it will be a fantastic tool. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

It's not there yet. It is no better than ChatGPT and is significantly more expensive. Review collected by and hosted on G2.com.

Alfonso M.
AM
Alfonso M.
owner
Small-Business (50 or fewer emp.)
"Comprehensive Features, But Requires Concise Communication"
4/5
What do you like best about TaxGPT?

Seems to cover all the bases re Federal and state Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

not used to needing to be so concise in wording my requests

It doesn't create emails in GMail like it is purported to do

There is no online support; all support is via chat. I left a message after hours, and no one ever called me back on it Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"My Go-To for Tax Research and Strategy Support"
5/5
What do you like best about TaxGPT?

TaxGPT makes complex tax questions simple and accessible, especially for small business owners and accountants managing multiple clients. I appreciate how quickly it interprets IRS language into plain English and provides confident, well-structured explanations I can double-check before applying. It saves hours of research and gives me a solid foundation for client education, strategy planning, and compliance. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

I’d love to see stronger integration with up-to-date IRS references or clearer prompts that remind users to confirm regulatory details. Review collected by and hosted on G2.com.

Manuel C.
MC
Manuel C.
Managing partner
Small-Business (50 or fewer emp.)
"User-Friendly and Simple, But Needs Speed and Privacy Improvements"
4.5/5
What do you like best about TaxGPT?

Prompt Improver is straightforward and user-friendly, making it easy to use. The only thing to consider is that it applies taxes. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

The tool tends to be a bit slow, and I'm not certain whether the confidentiality of the information I provide is guaranteed. Review collected by and hosted on G2.com.

Response from Kashif Ali of TaxGPT

Thank you, Manuel, for your feedback. Prompt improvement is our most loved feature, and we have more upgrades in the pipeline for that feature.

Any documents you upload to our platform are secure, and we have publicly outlined our security practices. We are also SOC 2 Type 2 certified. Please review the security page.

See how TaxGPT improved
HS
Harley S.
President
Small-Business (50 or fewer emp.)
"Easy to use"
5/5
What do you like best about TaxGPT?

Easy to search and provides the source documents it uses in its responses.

Help desk is responsive and willing to take suggestions.

Easy to copy letters I ask it to write so I can paste into my emails or other docs.

More functionality coming out all the time. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

As with any AI, it is learning. so always need to check what the source docs say. Review collected by and hosted on G2.com.

Andrew S.
AS
Andrew S.
Small-Business (50 or fewer emp.)
"Document Upload Feature Makes IRS Reviews a Breeze"
5/5
What do you like best about TaxGPT?

HUGE fan of the document upload feature, especially for reviewing IRS notices and writing responses. Review collected by and hosted on G2.com.

What do you dislike about TaxGPT?

It's probably symptomatic of the entire AI ecosystem, but the consistency of results - especially the verbosity of the response - could use a touch up. Not a dealbreaker though! Review collected by and hosted on G2.com.