TaxGPT
AI co-pilot for tax professionals, with document review and research
Introduction
TaxGPT is an AI assistant for accountants and tax professionals. It helps with tax research, memo drafting, and document analysis, and includes Agent Andrew, which reviews prepared returns such as the 1040, 1065, and 1120-S. Agent Andrew produces a downloadable report with red, yellow, and green flags for errors, items to check, and possible savings. Client management tools are included.
- Added on
- Nov 2, 2026
- Website
- taxgpt.com
- Pricing model
- Free Trial
- Company
- TaxGPT Inc.
Product information
What is TaxGPT?
TaxGPT is an AI-powered tax assistant for accountants and tax professionals. It works as a co-pilot for research, writing, and document analysis, and offers client management tools.
How to use TaxGPT?
Sign in and choose a persona (tax professional, business, or individual). Answer the questions on your location and needs, then book a product walkthrough or request a callback.
Core features of TaxGPT
- AI co-pilot for research and writing
- Agent Andrew audit and review
- Client management tools
- AI chatbot integration
- Tax research and memo drafting
- Document analysis
Use cases of TaxGPT
- 1Researching tax questions on client issues
- 2Summarizing uploaded tax documents
- 3Reviewing 1040, 1065, 1120, and 1120-S returns
- 4Drafting tax memos
- 5Responding to IRS notices
Frequently asked questions about TaxGPT
What is Agent Andrew in TaxGPT?+
Agent Andrew is an audit and review tool in TaxGPT. It checks prepared tax documents and produces a detailed report with actionable findings.
What do the flags in TaxGPT's Agent Andrew mean?+
Red flags reconcile the return to source documents and catch errors such as transcription, omission, or mismatches. Yellow flags mark items to review, such as carryovers or missing information. Green flags point to possible tax savings, such as unclaimed deductions or retirement contributions.
How does TaxGPT protect data?+
TaxGPT uses established security standards and runs on trusted cloud platforms such as AWS and Azure.
Which category is TaxGPT in?+
TaxGPT is listed under AI Accounting.