Frequently asked questions

TaxGPT Cowork is an agentic workflow platform, a shared workspace where you and your team collaborate with TaxGPT to complete entire engagements, not just ask questions. It offers ready-to-run workflows spanning individual and business return preparation (1040, 1065, 1120, and 1120-S), extensions and amended returns, R&D tax credit studies, bookkeeping, tax planning, entity-structure reviews, and interactive projection models. Each workflow produces client-ready deliverables. Cowork is currently available for U.S. firms.

Agent Andrew is TaxGPT’s AI tax-return reviewer. It reviews Forms 1040, 1065, 1120, and 1120-S and automates up to 90% of the review process, surfacing issues as red flags (audit risks and data-entry errors, found by matching source documents like W-2s and 1099s to the return), green flags (missed deductions and tax-saving opportunities), and cleared flags (items reviewed and resolved).

Yes. Through the agentic tax preparation workflow in Cowork, TaxGPT prepares returns autonomously with source-backed reasoning, and it works inside the software you already use.

TaxGPT is the complete AI tax operating system for tax, accounting, and advisory firms. At its simplest, it’s an AI tax assistant that answers complex tax questions in seconds with well-reasoned, source-backed responses you can trust and verify. But TaxGPT goes well beyond Q&A: it researches U.S. and Canadian tax law, drafts memos and client communications, reviews completed returns, and runs autonomous agentic workflows that complete real tax work end to end. More than 80,000 active users rely on TaxGPT, which has answered over 650,000 tax questions.

TaxGPT is powered by a growing database of thousands of federal, state, and territorial tax laws, publications, case law, and guidance from trusted regulatory bodies. The AI operates strictly within this verified content, and we've implemented multiple guardrails to minimize the risk of incorrect answers. You can read more about why TaxGPT is a state-of-the-art tax LLM.

That said, TaxGPT is a research aid, it’s meant to accelerate your analysis, not replace your professional judgment. Even though the system strives for high accuracy, you should still corroborate key conclusions with primary sources and your firm’s review procedures before relying on them.

TaxGPT is powered by a vast database of authoritative sources published by government entities across multiple jurisdictions, including U.S. federal, all 50 states, and U.S. territories, plus Canadian federal and provincial tax authorities (including the CRA and the Income Tax Act).

Red Flags: matching source documents (W-2, 1099, 1098, etc.) to the tax return, to detect data entry errors.
‍Green Flags: Potential tax saving opportunities and missed deductions.
Cleared Flags: Represent resolved or rejected red & green flags. These items require no further action and support.

We ask for your feedback after every question to help ensure that TaxGPT provides the most accurate and up-to-date information. Always review the cited sources and apply your own professional judgment to the specific facts of your engagement. TaxGPT is not a replacement for professional skepticism. If something doesn’t look right, flag it, our quality assurance team (which includes CPAs, tax attorneys, and other subject matter experts) reviews all feedback and updates the knowledge base as needed.

TaxGPT updates in real time with new rulings and legislative changes. The platform provides real-time updates for federal, state, and local tax laws.

Yes, TaxGPT extracts and presents data for your review. You can easily verify and adjust any details before saving, ensuring you have the most accurate information possible.

TaxGPT combines the most advanced large language models with our proprietary, continuously updated tax dataset. It quickly understands your question and searches the largest library of tax laws and regulations, delivering clear, accurate, and reliable answers backed by trusted primary and secondary sources.

Thousands of customers say TaxGPT is the simplest tool they’ve ever rolled out to their teams. Start by signing up with your professional email to activate your free trial. After signing up, you’ll be guided through the demo booking process to explore how TaxGPT fits into your workflow. Our team is here to support you throughout onboarding and beyond.

We currently only handle PDFs and images.

After uploading, TaxGPT parses the entire document for data extraction. From there, you can ask for analysis, summaries, research, and more.

No Windows Server issues as TaxGPT is a cloud-based solution that works instantly from any browser. No installations, no server configurations, no IT headaches. Just log in and start saving time. Your data stays secure in enterprise-grade AWS and Azure infrastructure while you access TaxGPT's full power from anywhere with the web app, phone app or Chrome extension. This modern cloud architecture means automatic updates, seamless scaling during busy season, and zero maintenance on your end. Focus on tax work, not tech work.

TaxGPT is designed to be intuitive and is easy to use. You don’t need days to learn it, most users get comfortable within minutes. It’s much simpler than traditional tax research tools with complex libraries.

Yes, TaxGPT has a user-friendly interface designed by tax professionals, specifically for tax professionals. It’s built to make navigation easy and efficient, especially during tax season when you're handling research, writing, and document management under tight deadlines.

Yes, TaxGPT has mobile apps for both iOS and Android. You can find more information here.

Yes, you can simply upload the IRS or CRA notice to TaxGPT and ask to generate a reply for the notice, and you will get a standardized drafted response. Learn more here.

Yes, TaxGPT can draft emails to respond to your client's questions.

TaxGPT is designed to support a wide range of tax topics, from straightforward questions to more complex business scenarios, by providing research-backed insights and references from official sources. Many tax professionals use it as a research assistant to navigate complicated issues more efficiently.

TaxGPT scales to fit any firm. Small firms get powerful out-of-the-box apps and agents that let them start saving time immediately with zero complexity. Large firms leverage our "tax brain" as an AI interpretation layer for custom app development and enterprise workflows. Whether you're a solo practitioner needing instant tax answers or a Top 20 firm building proprietary solutions, TaxGPT adapts. We constantly develop new agent workflows from real firm engagements, ensuring every user gets exactly what they need to win, regardless of size.

Client profiles are secure, AI-enhanced records where you can store everything relevant to your clients, including uploaded returns, supporting documents, prior-year numbers, notes, and jurisdiction details. Each time you add a file or run a chat about that client, TaxGPT links the information to the profile, creating a living knowledge base. When you ask a question, draft a memo, or generate an IRS notice response, the AI pulls context from the profile to deliver situation-specific answers. No generic boilerplate answers.

Absolutely! Once a document is uploaded, you can ask questions directly related to its content. TaxGPT provides precise answers, and you can continue the conversation with follow-up questions in a dedicated thread.

Yes, TaxGPT can address industry-specific concerns, as it is trained on all the relevant tax data from credible sources for federal, all states, and territories. TaxGPT's tax research model doesn't have any limitations on industry-specific tax concepts.

TaxGPT slashes research and response times by 90% for everyday tasks like tax planning, responding to client emails, and reviewing returns.

Every day, firms discover new and creative ways to use TaxGPT, from scoring client complexity for pricing, to uncovering missed deductions in fixed asset reports, and more. It’s like having a veteran tax expert who instantly knows every tax law and court case sitting beside every team member, from seasonal staff to senior partners, boosting speed, accuracy, and value. The only limit is your imagination.

Both! We work with everyone from solo tax professionals and small firms to some of the largest global tax firms. On the business side, we support small business owners and startups to Fortune 500 enterprises. We believe tax knowledge shouldn’t be reserved for a select few but for everyone.

Yes, Data security is of the utmost importance for our profession. TaxGPT utilizes industry-standard protection to ensure user and firm data remains secure, confidential, and encrypted. All data is stored in the United States within third-party hosted AICPA SOC 2 Type II compliant servers.

TaxGPT is built different than general models, as it's a closed system built for confidential tax data, not a risky public AI. We're SOC 2 Type II compliant, with personal identifiable information redaction and US-hosted servers. We never train on client data, and all information is isolated by user login. This isn't just secure, it's the ONLY way firms can leverage AI while maintaining full compliance and client trust. Public LLMs risk everything; TaxGPT protects everything.

When you upload tax forms, TaxGPT initiates a custom workflow that captures and organizes every detail. We redact personal identifiable information. You can review and verify the information, make necessary edits, and create a client profile in minutes.

No, your data is never used to train third-party AI models or shared with external vendors. TaxGPT prioritizes data privacy and confidentiality.

TaxGPT was launched in 2023, and is now trusted by 80,000+ users including tax professionals, accounting firms, and businesses. So far, TaxGPT has answered 650,000+ questions from users.

TaxGPT is a privately held company backed by leading venture capital firms, including Y Combinator and Mangusta Capital, along with several prominent angel investors in the tax and accounting industry.

Yes, TaxGPT has several reviews from CPAs, tax professionals, and accountants. You can visit the TaxGPT reviews page.

TaxGPT is designed for tax professionals and accountants, offering specialized tax law information, accurate sources, and secure data handling, unlike ChatGPT, which is a general-purpose AI without tax-specific expertise. This makes TaxGPT more reliable for tax-related tasks. You can learn more about the TaxGPT vs ChatGPT here.

No, TaxGPT doesn't have any knowledge cutoff; it always provides you with the latest information.

No. TaxGPT is not affiliated with OpenAI.

Yes! TaxGPT is fully scalable for your firm’s needs. Easily add, remove, and manage users from the Team Management page.

There are No limits on the number of users or queries.

Yes. Because every firm’s workflows and requirements are unique, we require a brief live demo before activating an account. In under 30 minutes, we will:
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- Understand your needs: confirm the types of returns you handle, document volumes, and integration requirements.
- Show a live walk-through: demonstrate TaxGPT’s core tools, from research, writing, client intelligence, agentic workflows, and more.
- Cover compliance and pricing: review our enterprise data security safeguards and receive a tailored quote based on your needs.

This one-time demo ensures you have all the knowledge you need to get started on your AI journey.

Yes. TaxGPT offers a free trial so you can explore the platform firsthand and see why more than 80,000 users trust it.

We offer several training options: virtual, on-demand, and 1:1, to meet you where you are. From our in-app University to biweekly webinars and monthly product updates, we ensure your team stays confident and up to date. Every customer is also paired with a dedicated Customer Success Manager focused on driving measurable results, and our 24/7 support team is always just a click away through the in-app chat in the bottom-right corner. Customer success is part of our DNA.

TaxGPT collects and acts on user feedback through multiple channels to ensure the platform continually improves and aligns with customer needs: Users can rate responses with thumbs up/down directly in the platform, signaling when the model has provided a good or bad answer. Dedicated Customer Success Managers conduct regular check-ins and quarterly business reviews to gather feedback, align on priorities, and maximize ROI. Weekly live training sessions provide opportunities for direct input and sharing of innovative use cases. Structured user surveys and support tickets allow customers to suggest improvements, report bugs, and request enhancements. All feedback is logged, prioritized, and reviewed as part of our formal change management process, which includes rigorous testing, deployment, and ongoing monitoring. This multi-channel approach ensures user insights directly shape product development while maintaining optimal performance, security, and reliability.