The AI Co-Pilot for tax pros & accountants

TaxGPT includes AI-powered tax research, communications, and client management tools for tax professionals that provides a suite of services to improve accuracy and efficiency in your tax workflow.

TaxGPT offers the following tools for tax professionals:

Research & Reference: Driven by AI, users are able to ask any tax question to our platform and receive concise answers from millions of trusted primary and secondary source documents. We provide citations in our responses, so you can verify the accuracy for yourself. Our library includes the United States, all states & territories, and a continuously-expanding international offering.

Memo Writing (Beta): From client question to a concise memo in seconds. TaxGPT will answer any question and convert the response into a memo that can be copied, printed, or emailed directly to the recipient. Responding to tax authority correspondence? TaxGPT makes it a breeze!

This is just the start of TaxGPT’s roadmap, and we have more tools in development for our tax professionals!

ChatGPT and other GPT platforms have significant drawbacks compared to TaxGPT. TaxGPT is trained only on vetted primary and secondary tax sources, whereas other platforms are trained on a wide range of non-tax-related sources. That's why TaxGPT is the most trusted AI for tax questions.

Other platforms have a much higher probability of including false or irrelevant information in their answers, and they also have data cutoffs, so the most recent accessible information may be over a year old. Tax laws change constantly, and TaxGPT is updated in real-time.

TaxGPT can do both! You have the option to provide your client’s specific details to tailor the platform. Our AI agents are customized to provide focused answers as they relate to the context provided for your client. For more generalized responses, simply opt out of entering these details when starting a new chat.

Just like humans, TaxGPT and other AI platforms will never be 100% accurate. TaxGPT is designed to enhance your capabilities as a professional, not replace them. We provide citations for our professional users for verification and we are continually improving our internal algorithms for better accuracy. If TaxGPT provides an inaccurate response, please provide feedback and we’ll modify our data accordingly. TaxGPT is in its infancy, so every bit of feedback helps make it a more powerful tool for all of us.

Additionally, we welcome the inclusion of trusted sources as they relate to your region, locality, or situation. Let us know if you feel like a source is missing and we’ll include it!

TaxGPT currently has access to information regarding the United States, its territories, and all 50 states. We are rapidly expanding our library to cover Canada, the United Kingdom, Australia, and more.

Integrating and using TaxGPT in your firm is a breeze. Simply register an AI co-pilot account online, choose your subscription level, and you’re ready for action. We’re here to assist you along the process if you need us.

Yes. We use state-of-the-art cybersecurity to prevent data breaches, data theft, and data loss. TaxGPT is not trained on your firm’s data, and your data remains walled off to the internet. We are also in the process of obtaining SOC 2 Type II attestation.