1040 Prep with ProConnect
AI-powered prep that works with your existing tax software.
AI Agents for tax, accounting, and advisory firms
Meet TaxGPT Cowork, part of the TaxGPT AI Operating System, scaling your firm's capacity with AI-powered workflows across tax preparation, bookkeeping, payroll, advisory, audit, and more. AI agents handle the execution. Your team handles the judgment.
Prepare and file a client 1040 start to finish
Reconcile accounts and close out the month
Build a tax strategy for a client based on their prior year return
Run payroll journal entries and deliver an aging summary
Analyze R&D credit eligibility and deliver a federal and state credit report
Prepare K-1s for all partners in a partnership return
Draft and send a client engagement letter
Run an audit readiness checklist for a client file
Calculate and file a client's sales tax obligations
Prepare an estate tax return for a client
Prepare and file a client 1040 start to finish
Reconcile accounts and close out the month
Build a tax strategy for a client based on their prior year return
Run payroll journal entries and deliver an aging summary
Prepare K-1s for all partners in a partnership return
Draft and send a client engagement letter
Prepare and file a client 1040 start to finish
Reconcile accounts and close out the month
Analyze R&D credit eligibility and deliver a federal and state credit report
Build a tax strategy for a client based on their prior year return
Run payroll journal entries and deliver an aging summary
Prepare and file a client 1040 start to finish
Calculate and file a client's sales tax obligations
Reconcile accounts and close out the month
Prepare an estate tax return for a client
Run payroll journal entries and deliver an aging summary
Run an audit readiness checklist for a client file
Build a tax strategy for a client based on their prior year return
Prepare K-1s for all partners in a partnership return
Reconcile accounts and close out the month
Analyze R&D credit eligibility and deliver a federal and state credit report
Run payroll journal entries and deliver an aging summary
Build a tax strategy for a client based on their prior year return
Prepare and file a client 1040 start to finish
Draft and send a client engagement letter
Calculate and file a client's sales tax obligations
Build a tax strategy for a client based on their prior year return
Prepare an estate tax return for a client
Run payroll journal entries and deliver an aging summary
Prepare and file a client 1040 start to finish
Run an audit readiness checklist for a client file
Reconcile accounts and close out the month
A dedicated agent for every workflow your firm runs manually.
Most of your team's non-billable time isn't spent on complex work. It's coordination, document handling, status checks, and process steps that happen the same way for every client. TaxGPT Cowork puts a dedicated agent on each workflow. Every workflow connects to the tools your firm already uses, runs through the process autonomously, and hands off to your team when judgment is needed.
No manual downloading
Workflows pull documents directly from Google Drive, Dropbox, SharePoint, SafeSend, and other connected storage.
Keep your current platform
Agents autonomously log into and operate your existing tax and practice management software without migration or new tools to learn.
Full audit trail on every action
Workflows surface the specific items that need a human decision before moving forward.
Explore the Workflow Library
Every workflow in TaxGPT Cowork is built to take something off your plate and put finished work in your review queue. Individual and corporate tax preparation, bookkeeping, tax planning, R&D credit analysis, K-1 production, and more. Browse what's available today or create your own to match how your firm works.
Active users 80,000+
Satisfaction rate95%
Secure and compliantSOC 2 Type II
...The software has been a boon in improving our time efficiencies as CPAs, freeing up time by facilitating faster research and better task management.
Michelle L
I have been using it for tax research on various client issues and have been using the memo functionality. As a sole proprietor, the memo functionality will save me a tremendous amount of time.
Wayne L.
CPA
The team is loving TaxGPT! Just today, I was able to upload documents clients sent and get a summary of the next steps. Such a fabulous tool!
Michelle L
CPA, Director of tax
Built for regulated professionals. Hosted on AWS and Azure. Automatic PII redaction and encryption on all client data. Never trained on your firm's data. Learn more about security