TaxGPT: Your AI Tax Assistant
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Introduction
Simplify tax processes, maximize deductions with AI-powered TaxGPT.
TaxGPT: Your AI Tax Assistant Product Information
Your AI Tax Assistant | TaxGPT
TaxGPT is an AI-powered tax assistant and co-pilot designed for tax professionals, businesses, and individuals. It combines research capability, memo drafting, document analysis, and workflow automation to boost productivity and reduce manual effort. The tool emphasizes fast access, secure handling of sensitive information, and integrations into existing workflows.
Overview
- AI tax assistant for tax professionals and businesses
- 24/7 smart assistant for research, drafting memos, analyzing data, and boosting productivity
- Access and onboarding designed to get you up and running quickly (get access in seconds, with sign-up options)
- Security-first approach with industry-standard data protection and trusted hosting providers
- Target audiences include Tax Professionals (CPAs, EAs, lawyers, preparers), Small to Enterprise businesses, and individuals seeking personal tax support
How It Works
- Sign in or sign up to access TaxGPT.
- Use the AI copilot to research taxes, draft memos, analyze data, and respond to inquiries.
- Embed TaxGPT into your existing workflows to accelerate client work and enhance accuracy.
- Review AI-generated results, customize as needed, and export memos or reports.
Key Features
- Accurate answers powered by a proprietary AI model trained on millions of documents, tax laws, and CPA-verified sources
- Data security and confidentiality with industry-leading standards (AWS/Azure)
- Tailored responses customized to your tax situation
- Draft communications capabilities (tax memos, IRS notices responses, client communications)
- Time-saving benefits with instant, up-to-date tax information
- Workflow embedding to integrate into client-facing or internal processes
- Multi-role support for tax professionals, businesses, and individuals
Use Cases
- Tax research and question answering
- Drafting tax memos and client communications
- Analyzing client data and documents
- Reducing research time and optimizing tax workflows
- Assisting with notices and compliance tasks
Security and Privacy
- Emphasizes secure handling of sensitive tax information
- Utilizes trusted platforms and standard security practices
- Designed to protect client data while enabling faster turnaround times
Getting Access
- Quick access (30 seconds or less) after signup
- Options to book a walkthrough or schedule a call for setup assistance
Core Benefits
- Faster tax research and answer delivery
- Consistent, CPA-verified guidance and memo generation
- Improved client response times and satisfaction
- Seamless integration into existing tax workflows
Safety and Legal Considerations
- For professional use in tax preparation and planning
- Ensure client consent and compliance when generating and sharing memos or documents
What People Say
- Trusted by thousands of tax professionals and clients for research and memo workflows
- Users report significant time savings and improved accuracy in tax work
Getting Started
To begin using TaxGPT, sign up, verify your role (Tax Professional, Business, or Individual), and start leveraging AI-assisted tax research, memos, and workflow automation today.