TaxGPT — Your AI Tax Assistant for Professionals and Businesses
TaxGPT is an AI-powered co-pilot designed for tax professionals, businesses, and individuals. It acts as a 24/7 smart tax assistant to research taxes, draft memos, analyze data, and boost accountant productivity by up to 10x. The tool emphasizes fast access, secure handling of sensitive information, and integration into existing workflows to accelerate tax workflows and client communications.
How it works
- Access and sign in to TaxGPT (sign up available) and specify whether you are a Tax Professional, Business, or Individual.
- Answer guided onboarding questions to tailor the experience (profession, location, company size, etc.).
- Use TaxGPT to perform tax research, draft memos, analyze forms (over 1,000 forms supported), and generate client-ready outputs.
- Embed TaxGPT into your existing workflows to shorten response times and improve client satisfaction.
Key value: Rapid, accurate tax research and documentation generation that aligns with CPA-verified sources and up-to-date tax laws.
Use Cases
- Research complex tax questions
- Draft tax memos and client communications
- Analyze and summarize tax documents
- Build client profiles and tailor recommendations
- Integrate AI tax assistant into firm workflows
Features
- 24/7 AI tax assistant for tax professionals and businesses
- Accurate, up-to-date answers powered by a model trained on millions of documents and CPA-verified sources
- Secure and confidential: data protection via industry-leading standards and trusted cloud platforms (AWS, Azure)
- Tailored responses based on user tax situation
- Draft communications: memos, IRS notices responses, client emails
- Time-savings: quick research and document analysis to reduce manual workload
- Embeddable into existing workflows for streamlined operations
- Support for research, memo writing, client profiles, and document analysis
Core Benefits
- Increase productivity by delivering fast, precise tax guidance
- Improve accuracy and stay compliant with current tax laws
- Enhance client experience with rapid responses and clear communications
- Centralize tax research, drafting, and analysis in one AI assistant
Safety and Security Considerations
- Designed to handle sensitive tax information securely
- Data protection aligns with industry standards and trusted cloud infrastructure
- Properly review AI outputs before client dissemination
Getting Access
- Sign in or sign up
- Choose your role (Tax Professional, Business, Individual) and provide onboarding details
- Begin researching, drafting, and analyzing immediately
Note: TaxGPT is expanding availability by region; check current availability and waitlist options if not yet accessible in your country.