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What is TaxGPT?

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.

How to use TaxGPT?

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.

TaxGPT's Core Features

AI tax co-pilot for research, writing, and document analysis

Agent Andrew: AI-powered audit and review tool

Client management tools

AI-powered chatbot integration

Tax research and memo drafting

Document analysis

TaxGPT's Use Cases

#1 Tax research on client issues

#2 Uploading documents for summary and next steps

#3 Analyzing prepared tax documen

TaxGPT

📋Introduction

User Rating