TaxGPT

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What TaxGPT is

TaxGPT is an AI tax platform for research, client intelligence, return review and workflow automation. It provides tax answers with citations covering U.S. and Canadian federal, state, provincial, local, territorial and treaty jurisdictions. Users can upload documents for analysis, summaries and responses tailored to a client's circumstances. Tax Writer drafts memos, IRS notice responses and engagement letters in a firm's voice. Agent Andrew reviews Forms 1040, 1041, 1065, 1120 and 1120-S, flagging errors, audit risks and possible missed tax savings. TaxGPT Cowork operates inside Drake, ProConnect, UltraTax, CCH Axcess and Lacerte; document connections include Google Drive, Dropbox, OneDrive, SharePoint, SafeSend and SmartVault. TaxGPT says it does not train its AI on client or firm data and that data is isolated from the internet. It offers a free trial, but firms must attend a brief live demo before activation. Pricing is on request.

Who it suits

TaxGPT says it serves solo tax professionals, accounting firms, businesses and individuals. Its research, document and return-review tools are aimed particularly at tax practices handling client work.

What it does well

Research answers include citations.
Covers U.S. and Canadian tax jurisdictions.
Reviews five listed federal tax form types.
Connects with named tax and document platforms.
No limits on users or queries, according to TaxGPT.

What to know first

There is no free plan.
Pricing is available only on request.
Firms must attend a live demo before activation.

Plans

Plan	Billed and limits	Price
Pro Plus	Book a demo for a plan tailored to your practice · Everything in Pro · TaxGPT Cowork · Tax Preparation · Bookkeeping Agent · White Glove Onboarding · Priority Support	On request
Pro	Book a demo for a plan tailored to your practice · TaxGPT Research · Document Upload · Tax Writer · Matrix · Agent Andrew · Client Intelligence · Email Support	On request
Enterprise	Book a demo for a plan tailored to your practice · Everything in Pro Plus · Unlimited Client Intelligence Entities · In-Person Onboarding · Priority Feature Access · Enterprise-Grade Security	On request

As taxgpt.com lists them, read 29 Sept 2026. The maker's own page has the final word.

Getting started

Visit the TaxGPT website.
Attend the brief live demo required for firm account activation.
Start the free trial.
Use TaxGPT on web, Android, iOS, macOS, Windows, or as an extension.

Verdict

TaxGPT brings cited research, document analysis, drafting and return review together, with integrations for several tax applications. Consider the demo requirement and request pricing before deciding whether it fits your practice.

Questions

Does TaxGPT have a free plan?

No. TaxGPT is paid and offers a free trial.

How much does TaxGPT cost?

Pricing is available on request. Pro, Pro Plus, and Enterprise plans are listed without prices.

Which platforms does TaxGPT support?

It supports web, Android, iOS, macOS, Windows, and an extension.

Which tax applications does TaxGPT Cowork work inside?

It operates inside Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte.

Does TaxGPT train its AI on customer data?

TaxGPT says it does not train its AI on firm or client data.

What is required before a firm can activate an account?

Firms must attend a brief live demo before account activation.

Facts from TaxGPT's own pages

Audience: TaxGPT says it serves solo tax professionals, small and large accounting firms, businesses, and individuals. · taxgpt.com, 29 Sept 2026
Cited research: TaxGPT provides citation-backed answers to tax questions and says its research covers U.S. and Canadian tax law, including federal, state, provincial, local, territorial, and treaty jurisdictions. · taxgpt.com, 29 Sept 2026
Company: TaxGPT says it launched in 2023 and identifies itself as a privately held company. · taxgpt.com, 29 Sept 2026
Data privacy: TaxGPT says it does not train its AI on client or firm data and that firm and client data is isolated from the internet. · taxgpt.com, 29 Sept 2026
Document analysis: Users can upload tax documents for analysis, summaries, research, and answers tailored to the client’s situation. · taxgpt.com, 29 Sept 2026
Founded: 2023 · taxgpt.com, 28 Sept 2026
Headquarters: San Francisco, California, United States · taxgpt.com, 28 Sept 2026
Integrations: TaxGPT Cowork operates inside Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte, and connects to Google Drive, Dropbox, OneDrive, SharePoint, SafeSend, and SmartVault for documents. · taxgpt.com, 29 Sept 2026
Product: TaxGPT describes itself as an AI tax operating system that combines tax research, client intelligence, return review, and workflow automation. · taxgpt.com, 29 Sept 2026
Return review: Agent Andrew reviews Forms 1040, 1041, 1065, 1120, and 1120-S and flags errors, audit risks, and missed tax savings. · taxgpt.com, 29 Sept 2026
Security: TaxGPT says it is SOC 2 Type II compliant, encrypts data in transit and at rest with AES-256, and uses multi-factor and role-based access controls. · taxgpt.com, 29 Sept 2026
Support: TaxGPT says it offers virtual, on-demand, and one-to-one training, a dedicated Customer Success Manager for each customer, and 24/7 in-app support. · taxgpt.com, 29 Sept 2026
Trial and onboarding: TaxGPT offers a free trial, and its FAQ says firms must attend a brief live demo before account activation. · taxgpt.com, 29 Sept 2026
Usage limits: TaxGPT says there are no limits on the number of users or queries. · taxgpt.com, 29 Sept 2026
Writing: Tax Writer drafts client-ready memos, IRS notice responses, and engagement letters in a firm's voice. · taxgpt.com, 29 Sept 2026

Where TaxGPT stands on Freedom251

Tax Research Software#8 of 31
AI Tax Software#24 of 32