TaxGPT

TaxGPT is an AI assistant platform built specifically for tax professionals and accounting firms, covering the research, drafting, review, and preparation tasks that consume the most time in a tax practice. The platform provides real-time access to US federal, state, local, and territorial tax law, as well as Canadian federal and provincial rules, with full citations included in responses. It includes tools for drafting client emails, memos, IRS notices, and opinion letters; a return review agent that flags errors and discrepancies in prepared documents; a client intelligence layer that stores filing history and carryforward positions; and a preparation module that works directly inside Drake, ProConnect, UltraTax, and CCH without leaving those environments.

TaxGPT is designed for CPAs, enrolled agents, and tax preparers at practices of all sizes who want to accelerate research throughput and reduce time spent on routine drafting and return review. Solo practitioners and small firms benefit most from the research and writing tools, which reduce the need to search primary sources manually or draft boilerplate communications from scratch. Larger firms deploying TaxGPT across their preparer staff can achieve meaningful capacity gains during peak filing seasons, when research and document production bottlenecks are most acute and the cost of errors in client communications is highest.

Pricing is subscription-based, structured by seat count, with tiers corresponding to individual modules—research, writing, return review, client intelligence—or bundled access to the full platform. The service is designed to complement existing tax preparation software rather than replace it. Setup is lightweight: practitioners connect their tax software environment, configure their client list, and begin using TaxGPT's tools within the familiar preparation interface. No IT involvement is typically required. The platform is owned and operated entirely by tax professionals; a firm administrator or managing partner typically handles account configuration and seat provisioning.