TaxGPT

Key Features

• AI Tax ResearchAnswers complex federal, state, and local tax questions in seconds with citations to the IRC, Treasury Regulations, court cases, and IRS guidance.
• Tax WriterDrafts client-ready tax memos, IRS notice responses, engagement letters, and client emails with supporting detail and citations.
• Document AnalysisAnalyzes tax returns, financial statements, and IRS notices to produce insights specific to a client's data across 1,000+ tax forms.
• TaxGPT CoworkAI agents that execute firm workflows (tax prep, bookkeeping, payroll, advisory, audit, K-1 production, R&D credit analysis) inside the tools a firm already uses.
• Client IntelligenceStores documents, tracks entity relationships and filing history, and uses that context to tailor research and recommendations per client.
• Client Context & MemoryRemembers every return, election, and entity structure so research and writing automatically incorporate a client's full tax history.
• Client ProfilesTracks individuals, businesses, partnerships, and trusts with linked entity profiles to visualize ownership structures and related entities.
• Document ManagementA searchable repository for returns, statements, K-1s, and engagement letters, searchable by client, year, type, or file content.
• Agent AndrewAI audit/review tool that analyzes prepared returns (1040, 1065, 1120, 1120-S, and more) and produces a downloadable report with color-coded red, green, and cleared flags for errors and tax-saving opportunities.