TaxGPT is an AI-powered tax assistant designed for accountants and tax professionals. It aims to boost productivity by 10x through its AI co-pilot, offering secure and accurate solutions to save time and streamline operations. TaxGPT provides features like AI tax return reviews, client management tools, and the ability to embed cutting-edge AI tools into existing workflows. It also offers resources such as a blog, tax professional guidance, and an AI-powered answer library.
AI tax assistant for accountants and tax professionals, boosting productivity and streamlining operations.
- Tax research on client issues
- Uploading documents for summary and next steps
- Analyzing prepared tax documents (1040, 1065, 1120, 1120-S, etc.)
- Drafting tax memos
- Responding to IRS notices
- Handling client communications
- Tax planning
- Users can access TaxGPT by signing in and choosing a persona (Tax professional
- Business
- or Individual). Depending on the persona
- users are guided through a series of questions regarding their location
- company size (for businesses)
- and how they found the platform. Based on the responses
- TaxGPT offers options such as scheduling a Google Meet for a product walkthrough or requesting a callback. Users can then provide their work email to proceed with either option.
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