TaxGPT AI features and pricing (October 2026)

TaxGPT is an AI platform for tax and accounting firms in the United States. It combines cited tax research, document drafting and document analysis with agents that audit returns and carry out preparation and bookkeeping work inside existing tax software.

TaxGPT's modules include Tax Research with hallucination control, Tax Writer, Document Analysis for returns and financial statements, and a Tax Matrix for state-by-state answers. Client Intelligence tracks client entities and documents, and Cowork agents handle tax preparation, bookkeeping, payroll and advisory tasks. The Pro plan targets solo practitioners, Pro Plus growing practices and Enterprise larger firms. The company was founded in San Francisco, reports more than 20 employees and says it has about 30,000 direct customers.

• Researches tax questions with citationsTax Research answers complex questions with citations to authoritative sources including the Internal Revenue Code, Treasury Regulations, court cases and IRS guidance. Preparers get a sourced answer quickly and can check it against the cited authority.
• Drafts memos and client lettersTax Writer turns research into client-ready memos and correspondence. Firms spend less time formatting research into documents, which matters most in busy season when partners review many letters. The drafts stay tied to the underlying research so reviewers can trace each statement.
• Audits tax returns before filingAgent Andrew reviews tax returns automatically and flags findings for a professional to check. Reviewers see likely problems first instead of reading every line of a return. The final decision on each finding stays with the reviewer.
• Runs work inside existing tax softwareTaxGPT Cowork agents carry out workflows within a firm's current tax software, covering tax preparation, bookkeeping, payroll and advisory tasks on the Pro Plus plan. Firms can automate routine steps without replacing their preparation system.

• Combines research, drafting, return review and agents for preparation and bookkeeping in one subscription rather than separate tools.
• Its Tax Matrix gives state-by-state answers for questions that involve several US states at once.
• Plans scale from solo practitioners to enterprise firms, with SOC 2 Type II listed for all plans.

TaxGPT is based in San Francisco and grounds its research in US tax law such as the Internal Revenue Code and IRS guidance; its Tax Matrix answers questions state by state.

TaxGPT covers US tax law, so it fits firms preparing US returns. Prices are set after a demo, so compare what Pro and Pro Plus include, since Cowork agents and tax preparation start with Pro Plus. Ask which tax software the agents support and how their actions are logged for review. TaxGPT states US-based data processing on AWS and Azure and no training on client data, so confirm both in the contract.

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