TaxGPT

Announcing AI tax preparation that reads source documents, uses tax software as a human preparer does, and completes returns from start to finish!Learn moreTrusted by 60,000+ users including:AI tax co-pilotCut down tax research time by 99% with your personalized AI tax assistant. Get answers to complex tax questions, draft tax memos, analyze over 1,000 tax forms and more. Make your tax workflows faster, easier, and smarter. Learn moreBuilt-in hallucination controlEvery answer citedAuthoritative sources onlyAI Tax ResearchTax WriterDocument AnalysisGet instant answers to complex tax questionsAsk any federal, state, or local tax questions and receive detailed, cited responses in seconds. Every answer pulls directly from the IRC, Treasury Regulations, court cases, and official IRS guidance. Learn moreTry It FreeDraft memos, IRS correspondence, and client emailsGenerate client-ready tax memos, IRS notice responses, and engagement letters instantly. What used to take hours now takes minutes, with all the detail and citations you need. Learn moreTry It FreeTurn tax documents into actionable insightsDrop in any tax return, financial statement, or IRS notice for instant AI analysis. Get answers specific to your client's data, not generic tax guidance. Learn moreTry It FreeAI tax prepAI that prepares the partner-level return every time. Automate prep inside your existing tax software. Explain every line with source-backed reasoning.Built-in hallucination controlEvery answer citedAuthoritative sources onlyReasoning EngineAgentic WorkflowSecurityTaxGPT lives behind your workflow not on top of itYour firm remains the system of record. TaxGPT is the reasoning engine.No new client portal or document systemNo retraining your staff on a new platformYour firm remains the system of recordTry It FreeThe full agentic workflowAssign each return to a dedicated AI agent. The agent logs into your existing tax software — Axcess, UltraTax, Drake, or ProConnect — and works where your team already lives. No new portal or system of record.Assign returns to dedicated AI agentsWorks inside your existing tax softwareEvery action documented with source citationsTry It FreeSecurity and complianceBuilt for regulated professionals.SOC 2 compliantUS only data processingEncryption in transit and at restTry It FreeClient intelligenceYour complete client intelligence system. Store documents, track entity relationships, and maintain filing history. TaxGPT uses this context to deliver research and recommendations tailored to each client's specific tax profile.Client Context & MemoryClient ProfilesDocument ManagementTaxGPT remembers, so you don't have toTaxGPT remembers every return filed, election made, and entity structure. Research and writing automatically incorporate your client's full tax history, no manual context needed. Learn moreTry It FreeSee the full picture of every clientTrack individuals, businesses, partnerships, and trusts with linked entity profiles. Visualize ownership structures, related entities, and complex relationships in one comprehensive view. Learn moreTry It FreeStore, search, and access every client documentAll tax returns, financial statements, K-1s, and engagement letters in one searchable system. Find documents instantly by client, year, type, or search the actual content inside files. Learn moreTry It FreeAgent AndrewAgent Andrew is an AI-powered audit and review tool that analyzes prepared tax documents, including the 1040, 1065, 1120, 1120-S, and more. It generates a detailed, downloadable report with actionable insights, highlighting key findings using three color-coded flags.See what Agent Andrew can doRed 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 are designed to uncover tax savings, such as absent home office deductions, retirement contributions, depreciation elections, and other common strategies.Cleared flags represent resolved or rejected red & green flags. These items require no further action and support.Agent Andrew is an AI-powered audit and review tool that analyzes prepared tax documents, including the 1040, 1065, 1120, 1120-S, and more. It generates a detailed, downloadable report with actionable insights, highlighting key findings using three color-coded flags.Tax ProfessionalsAI tax co-pilot for research, writing and document analysisCut down tax research time by 99% with your personalized AI tax assistant. Get answers to complex tax questions, draft tax memos, analyze over 1,000 tax forms and more. Make your tax workflows faster, easier, and smarter.ResearchMemo writingClient profilesReduce errorsSave timeFor Tax FirmsFor BusinessesNew featureTax ProfessionalsAgent AndrewAgent Andrew is an AI-powered audit and review tool that analyzes prepared tax documents, including the 1040, 1065, 1120, 1120-S, and more. It generates a detailed, downloadable report with actionable insights, highlighting key findings using three color-coded flags.See what Agent Andrew can doRed flag reconciles tax returns to source documents, flagging errors such as transcription, omission, classification, and mismatched information. These items significantly increase audit risk.Yellow flags are cautionary items to review, including classifications, carryovers, missing information based on prior year data, verifying bank information, and overpayment treatment.Green flags are designed to uncover tax savings, such as absent home office deductions, retirement contributions, depreciation elections, and other common strategies.IndividualsBuilt with security and compliance at the coreWe're SOC 2 Type II certified. All client tax documents are protected with enterprise-grade encryption on AWS and Azure infrastructure, ensuring your data stays secure.See security detailsCustomer testimonialsSeeing tax knowledge take off with the help of TaxGPT has been incredible to witness. Jackie ComptonCPA, CTC, CGMAThis app is fantastic so far. I needed special research on Section 174 for both the film industry and for an SBIR grantee and got some great responses and solid links for more info. Game changer. Look out big fish...the small fish are about to get you.Angeliese W.CPAThis tool is providing invaluable assistance as I work with clients who have numerous questions. I always strive to offer top-tier support, and this tool is going to be a tremendous help.Kimberley F. FriebisSolo practitionerI love TaxGPT! As a solo practitioner in the last few months I have had it, it has saved so much of my time! Time you can’t get back…. Best investment ever other than my software!Jeff S.CPAI am saving 5 hours a day by using TaxGPT and it is a great resource to have and my clients love it.Benita M.CPAA lot of research time saved.Loved by 50,000+ tax professionals and businessesSee all reviewsAs seen onHector Garcia CPAGet answersto all your tax questionsFree 14-day trialCancel anytimeTry It FreeTransform your tax practice todayTry It FreeNextor press Enter ↵Great news! Our free product is the perfect fit for you. You can start using TaxGPT right away.Sign upredirecting in 5DEBUG: BUSINESS calendlyA calendar should be open now where you can pick your preferred time slot to meet with one of our solution experts.If you accidentally closed the calendar view, click below to reopen it.Reopen scheduling windowDEBUG: BUSINESS (CALLBACK option)Nicely done!Our team will call you at +1 (123) 123-1234 within the next 12 hours and we've also emailed you all the details.DEBUG: PRO (Calendly option)A calendar should be open now where you can pick your preferred time slot to meet with one of our solution experts.If you accidentally closed the calendar view, click below to reopen it.Reopen scheduling windowDEBUG: PRO (CALLBACK option)Nicely done!Our team will call you at +1 (123) 123-1234 within the next 12 hours and we've also emailed you all the details. Thank you, Name! Unfortunately, TaxGPT isn't available in your location at the moment, but we're working hard to add more supported countries. Meanwhile, we've added you to the waitlist and you'll be the first to know when TaxGPT becomes available in your country. Oops! Something went wrong while submitting the form. --- Meet our teamKashif AliCEO & FounderSan Francisco, California Isabella Maceda-AliCTO & Co-founderSan Francisco, CaliforniaMarcus SeymourChief of StaffAtlanta, GATaylor SchaudeChief Revenue OfficerVirginia Beach, VirginiaMelissa PolhemusChief Marketing OfficerBirmingham, ALShawver AdamsHead of Tax KnowledgeAtlanta, GASabeeh GoheerTech LeadOttawa, CanadaLauren HansonProduct ManagerMinneapolis, MinnesotaChristopher CarltonSoftware EngineerSan Francisco, CaliforniaMuhammad HusnainSoftware EngineerLahore, PakistanVanessa ArmasU.S. Federal Tax ExpertHanford, CAFaizan BaberProduct DesignerUnited KingdomSaad AsadSoftware EngineerSan Francisco, CaliforniaNoor ul AinSocial Media MarketerLahore, PakistanPatrick CrowleyAccount ExecutiveRaleigh NCSaad Bin IhsanSoftware EngineerSan Francisco, CAVicki BaezOperations LeadSan FranciscoAdnan HussainSEO SpecialistKarachi, PakistanJamie DaffnerAccount ExecutiveRaleigh, NCMisha LeClairTechnical LeadSan Francisco, CAHonglu WangVibe MarketerSan Francisco, CAJose ChateletAccount ExecutiveVancouver, BCEdwin CantuTax Content AnalystAlamo, TXCraig LynchAccount ExecutiveRaleigh, NCJosh VanderstoopSenior Software EngineerCalgary, ABThe values that drive everything we doAt TaxGPT our core values drive how we work and interact with the team and our customersInnovationWe are paving a new path in the tax industry. We encourage novel ideas from all team members.AccountabilityAt TaxGPT we expect all contributors to hold themselves and others to a high standard.CommitmentAs a growing team, it is important everyone is committed to reaching TaxGPT's goals.TeamworkWe expect consistent communication and collaboration with everyone in the team.OwnershipAt TaxGPT, everyone takes ownership of high-impact projects and features.TransparencyWe believe in transparency within the TaxGPT team and our customers. We’re hiring!Our philosophy is simple — hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.Open positions --- Integrates seamlessly with tools like You are in good hands.Seeing tax knowledge take off with the help of TaxGPT has been incredible to witness. Version 1.0From client upload to reviewer-ready returns.Tax Preparation ReimaginedAccess client documents from any source — Safe Send, Dropbox, email, PDF, or scan. TaxGPT maps source documents to return line items automatically.TaxGPT logs into your tax software and prepares directly inside Drake, ProConnect, UltraTax, or CCH. In minutes, you get a prepared return with a full audit log.You receive a complete, ready-to-review return. TaxGPT surfaces IRS audit flags, authoritative reasoning, and suggested tax savings.No need for another document storage toolPrepared return with audit log in minutesPartner-level output with IRS audit flagsGet accessTax Preparation ReimaginedFrom client upload to reviewer-ready returnsThe Full Agentic WorkflowAssign each return to a dedicated AI agent. The agent logs into your existing tax software — Axcess, UltraTax, Drake, or ProConnect — and works where your team already lives. No new portal or system of record.Assign returns to dedicated AI agentsWorks inside your existing tax softwareEvery action documented with source citationsGet accessIntegrationTaxGPT Lives Behind Your Workflow Not On Top Of ItYour firm remains the system of record. TaxGPT is the reasoning engine.No new client portal or document systemNo retraining your staff on a new platformYour firm remains the system of recordGet accessSecuritySecurity and ComplianceBuilt for regulated professionals.SOC 2 compliantUS only data processingEncryption in transit and at restLearn more Enterprise-grade data protectionRole-based access controls. Activity logs and audit trails. Never trained on your data.See security detailsRole-based accessRole-based access controls for your entire teamAudit trailsActivity logs and complete audit trailsData privacyNever trained on your data90% reduction in first pass prep timeWhat firms see within 60 days of implementing TaxGPT for tax preparation.3x reviewer capacityReviewers can handle three times the volume with AI-prepared returns.Standardized explanationsReduce partner rework with consistent, source-backed explanations on every return.+15 fewer client email loops per returnFewer back-and-forth client email loops per return thanks to complete documentation.28% more capacityA 25-person firm preparing 5,000 returns per season unlocked 28% more capacity without hiring.From returns done to clients wonSee your numbers live with an AI tax expert. Schedule a demo to estimate your firm’s impact. See TaxGPT Prepare & Review a 1040 in 10 MinutesA full 1040 intakeLine-by-line prep inside real tax softwareReviewer summary outputROI calculation for your firmNo slides. No generic AI talk. Just the workflow.Watch an Agent Complete a 1040 in 10 MinutesCheck it out todayGet Access --- Explain the tax implications of converting a traditional IRA to a Roth IRAHow does multi-state taxation affect remote workers in tech?Calculate capital gains tax for selling an investment property at a $300,000 profit.Outline the steps for handling payroll taxes for a small business.Calculate the estimated tax payments for a freelancer earning $80,000 annually.Provide guidance on VAT requirements for a U.S. company exporting to Europe.How does a state change affect 529 college savings plans?Detail the tax benefits for a family adopting a child this year.How to file state taxes when you’ve moved from New Jersey to Texas mid-year?Explain the Earned Income Tax Credit for a single parent with two kids earning $30,000 annually.Explain child tax credit eligibility for a divorced couple sharing custody.Provide steps to claim moving expenses for a family relocating due to a job change.Analyze the tax implications of a U.S. company setting up a subsidiary in Germany.Generate a report on the tax consequences of a U.S. company acquiring a Canadian company.Provide a tax risk assessment for using cryptocurrency in business transactions.Explain the tax considerations and steps for a corporate restructuring involving a merger of three existing entities.IRS changes in the last two weeks?Guide on updating tax withholdings after the birth of twins.Detail the tax benefits for a family adopting a child this year.Provide the rules for claiming a home office deduction.A tax strategy for a high-net-worth individual interested in philanthropy.Provide a tax risk assessment for using cryptocurrency in business transactions.Explain the tax considerations and steps for a corporate restructuring involving a merger of three existing entities.IRS changes in the last two weeks?Guide on updating tax withholdings after the birth of twins.Detail the tax benefits for a family adopting a child this year.Provide the rules for claiming a home office deduction.A tax strategy for a high-net-worth individual interested in philanthropy.Estimated tax payments for a freelancer earning $180,000 annually.Explain state tax compliance for a business operating in New York, Texas, and Florida.Calculate capital gains tax for selling an investment property at a $300,000 profit.Calculate the R&D tax credit for a biotech company developing new medical devices.Explain VAT implications for a UK-based business selling digital products in the EU.Guide on handling sales tax for SaaS business in multiple states.Calculate deferred tax implications for a tech startup after an IPO.Estimated tax payments for a freelancer earning $180,000 annually.Explain state tax compliance for a business operating in New York, Texas, and Florida.Calculate capital gains tax for selling an investment property at a $300,000 profit.Calculate the R&D tax credit for a biotech company developing new medical devices.Explain VAT implications for a UK-based business selling digital products in the EU.Guide on handling sales tax for SaaS business in multiple states.Calculate deferred tax implications for a tech startup after an IPO.Tax ProfessionalsInstant answers to complex tax questionsTaxGPT researchNavigating the ever-changing tax and accounting landscape can be challenging.With TaxGPT Research, you get accurate, detailed answers to even the most complex tax questions in seconds. No more endless searching and browsing through tax libraries. Just reliable insights that allow you to make informed decisions faster.But our research goes beyond tax research. You can securely upload a client's tax return, financial statements, or authority notices, and ask questions directly about their file. TaxGPT extracts key data and context, allowing you to get truly personalized answers and a complete understanding of each client's unique tax profile.Get answers in seconds, not hoursRely on up-to-date, precise tax informationFocus on strategic tasks, leaving the research to usGet accessTax ProfessionalsEffortless tax content generationTaxGPT tax writerWriting is part of the job but it shouldn’t take over your day. Tax Writer acts like your AI-powered assistant, helping you draft emails, memos, IRS notices, opinion letters, white papers and more, tailored to your voice and client’s needs. No templates. No generic copy. Just clear, tax-specific writing ready for review.Generate accurate tax content in a fraction of the timeMaintain a professional tone across all communicationsTailor content and design to fit your firm’s unique voiceGet accessTax ProfessionalsInstant multi-state answersTaxGPT MatrixStop running the same question 20 different times. With Matrix, you ask one tax question, choose your jurisdictions, and instantly get a fully cited comparison table, organized, editable, and export-ready. No copy-paste. No stale PDFs.Run one query across multiple states at onceAuto-create columns you can drag, rename, or deleteExport the results to Excel or PDF with citations includedGet accessBusinessesClient IntelligenceTaxGPT doesn’t just answer questions, it remembers who you’re asking them for. Every time you research, review, or write, it pulls in your client’s full context from entity structures, filing history, and more. With this always-on memory, you get faster insights, smarter recommendations, and responses that reflect the full picture. No digging through folders. Just confident, context-aware answers that save time and build trust.Fully customizable to match your organization and workflowsSecure document upload and managementVersion tracking & audit trailLearn more Uncompromising security & complianceClient tax documents are secured using the highest security standards and leading services like AWS and Azure, so your clients and firm's data are always secure.Read more about securityAutomateStreamline workflows and automate routine tasksCustomizePersonalize the AI to suit your firm’s needsIntegrateIntegrate with your existing tools and processesStreamline your tax researchIt's time to say goodbye to hours of manual research and enhance your tax research with TaxGPT's AI tax research assistant and boost your productivity. Tap into the extensive database of tax laws and accounting regulations in seconds.Stay updated on tax lawsAlways get the updated answers to your client's tax queries with the primary sources. Our proprietary AI tax research model is trained on the latest and highest-standard tax information, ensuring its answers are accurate, up-to-date, and error-free.Tax memo writing made easyCreate flawless tax memos with our AI tax memo writer. Write comprehensive tax memos with TaxGPT’s AI tax writing assistant, now you don't need to write tax memos manually and revise them again and again.IRS notice responseDraft comprehensive responses to IRS notices, including CP2000, CP14, CP504, and CP503, in minutes, not hours. Our AI Tax Writer ensures each draft includes all relevant information and is tailored to your client's unique situation.Client intelligenceCreate detailed profiles for all client types, including their specific tax data, and provide situation-specific advice with no generic responses. With TaxGPT, you gain a comprehensive client management solution.Client communicationRespond to client queries and draft detailed emails quickly with the help of TaxGPT's tax memo writer. It will not only help with client communications but also help to create engaging content for your marketing communications. I use it for tax research and to answer my clients' questions. I am eager to see the tax planning tool.Fred N.Tax SpecialistFeaturesTaxGPT stands alone with unmatched features and support,setting a new standard for tax assistance.TaxGPTThomson ReutersBloomberg TaxCCH AnswerConnectTax researchFederal taxesUnited StatesCanadaExtra feeExtra feeExtra feeState and provincial taxesAll US StatesExtra feeExtra feeExtra feeAll Canadian ProvincesExtra feeExtra feeExtra feeTerritoriesUnited StatesExtra feeExtra feeCanadaTax court rulingsUnited StatesCanadaDocument uploadIRS formsAverage answer time30 seconds1 hour1 hour1 hourTax memo and email composerClient intelligenceContent updatesReal time tax law updatesInstant answer (without browsing)Assistance and supportResponse timeInstant, 24/71-3 business days3-5 business days3 business daysAI AssistanceUnlimitedDedicated success managerIt's so easy...Input your queryAI analyzes vast tax databasesReceive accurate, tailored resultsGenerate customized tax memosTransform your tax practice today14-day free trialAccurate and up-to-dateSeamless integrationGet access