详细内容
Tax Professionals
AI tax co-pilot for research, writing and document analysis
Cut down tax research time by 99% with your personalized AI tax assistant. Get answers to complex tax questions, draft tax memos, analyze over 1,000 tax forms and more. Make your tax workflows faster, easier, and smarter.
Research
Memo writing
Client profiles
Reduce errors
Save time
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New feature
Tax Professionals
Agent Andrew
Agent Andrew is an AI-powered audit and review tool that analyzes prepared tax documents, including the 1040, 1065, 1120, 1120-S, and more. It generates a detailed, downloadable report with actionable insights, highlighting key findings using three color-coded flags.
Red flags
Red flag reconciles tax returns to source documents, flagging errors such as transcription, omission, classification, and mismatched information. These items significantly increase audit risk.
Yellow flags
Yellow flags are cautionary items to review, including classifications, carryovers, missing information based on prior year data, verifying bank information, and overpayment treatment.
Green flags
Green flags are designed to uncover tax savings, such as absent home office deductions, retirement contributions, depreciation elections, and other common strategies.
Individuals
Embed TaxGPT into your workflows
Revolutionize the way you handle taxes with our AI-powered chatbot. Integrate our AI tax advisor into any workflow to deliver a simple and user-friendly experience for your customers. Reduce client response times by 10x and boost customer satisfaction today.
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Get started in less than 5 minutes
Key features
Accurate answers
Powered by our proprietary AI model trained on millions of documents, tax laws, and CPA-verified sources, TaxGPT delivers up-to-date answers to even the most complex tax questions.
Secure and confidential
Data security is at the core of what we do. We recognize the importance of protecting sensitive tax information. That’s why we secure all your data using industry-leading standards and trusted platforms like AWS and Azure.
Tailored responses
Say goodbye to one-size-fits-all tax advice. TaxGPT provides automated responses tailored to your tax situation, helping you identify eligible deductions, avoid overpaying taxes, and stay compliant.
Draft communications
With TaxGPT, you can quickly draft tax memos, respond to IRS notices, and handle client communications, streamlining your workflow and saving valuable time.
Saves time
No more endlessly searching on the internet or relying on outdated information. TaxGPT delivers instant, accurate answers to your tax questions, saving you thousands of hours with tax compliance.
Customers love us
This app is fantastic so far. I needed special research on Section 174 for both the film industry and for an SBIR grantee and got some great responses and solid links for more info. Game changer. Look out big fish...the small fish are about to get you.
Jackie Compton
CPA, CTC, CGMA
So far this Taxgpt is amazing. Don't tell the guys at Taxgpt, but the time I saved in this past 6 weeks about covers my investment. 🙂
Harley M. Sherman
CPA
This tool is providing invaluable assistance as I work with clients who have numerous questions. I always strive to offer top-tier support, and this tool is going to be a tremendous help.
Angeliese W.
CPA
So much time savings in doing research. At least quite a few hours...etc. 7, 8 hours.
Robert M.
CPA
A lot of research time saved.
Benita M.
CPA
I am saving 5 hours a day by using TaxGPT and it is a great resource to have and my clients love it.
Jeff S.
CPA
Great program! Super intuitive. Cuts my research time by 75% at least.
Ryan H.
CPA
Great service with great documentation. Did not realize it gave specific information for NY State...but now I know.
Thomas B.
CPA
I use it often. It has been useful in helping with questions, and it uses less of my time than flipping pages or looking at various sites.
Michael M.
CPA
The team is loving TaxGPT! Just today, I was able to upload documents clients sent and get a summary of the next steps. Such a fabulous tool!
Michelle L.
CPA, Director of tax
I have been using it for tax research on various client issues and have been using the memo functionality. As a sole proprietor, the memo functionality will save me a tremendous amount of time.
Wayne L.
CPA
I use it for tax research and to answer my clients' questions. I am eager to see the tax planning tool.
Fred N.
Tax Specialist
The software saves time, but just as importantly, the data is well-documented and reliable, helping us make informed decisions with our clients and their other advisors.
Willard G.
CPA
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