Customer reviews

Tax GPT has been a great resource for all tax related questions. Looking forward to seeing what is planned for the future.

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.

I use it for tax research and to answer my clients' questions. I am eager to see the tax planning tool.

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!

So far this Taxgpt is amazing. Don't tell the guys at Taxgpt, but the time I saved in this past 6 weeks about covers my investment. 🙂

I got results in minutes and each project we submitted we’ve gotten at least one area we didn’t think about to think about.

It’s an awesome product. Been using for about 4 months. Love it.

The software saves time, but just as importantly, the data is well-documented and reliable, helping us make informed decisions with our clients and their other advisors.

A lot of research time saved.

I'm really loving this so far!! It helped me build the cost basis for a client's RSU sales!!!!!!

In case I haven't said it yet – I love this software so far.

Awesome! I was able to have the entire pdf file 2024 tax return re-created in ProConnect via Co-Work, Completely accurate & time Saving for sure! Looking forward to preparing the 2025 now! Thank you!

This is awesome for tax planning

I mostly used it to verify my treatment of a complex tax matter - it confirmed my treatment and gave me the confidence to move forward.

We just wanted to give you feedback on "Ask Andrew". We used it for the first time on a client that had a couple of unique issues. I'll give the details below but it really functioned better than I could have imagined. Seriously, it caught two issues (red flags) that we were unaware. I can't tell you how happy we are with the decision to use TaxGPT. Pretty impressive!!! Thank you. We are grateful

We're thrilled about the tremendous progress you have made with the platform. I'm very impressed with what you've built.

I am saving 5 hours a day by using TaxGPT and it is a great resource to have and my clients love it.

Great program! Super intuitive. Cuts my research time by 75% at least.

This was an amazing return done! Not a lot of spinning trying to find anchors. Switched between modes well. This was very well performed and based on conversation, knew exactly what we were doing next and staged it.

I ran TaxGPT as you described below and found a ton of problems with this client's returns. (So much for using TurboTax, which failed him miserably).I proposed what I could do for him to resolve the problems and that it will be $8750 to do what's necessary. He didn't pause before accepting my offer.Using your TaxGPT Research tool. Total time [spent on this $8,750 task]...about 2 hours or less.

What surprised me most is how much more Cowork can do than I initially realized. We signed up expecting it to help with one thing, and it’s turned out to be a bonus across so many different workflows.

Great service with great documentation. Did not realize it gave specific information for NY State...but now I know.

I used TaxGPT for a notice the other day, and it was outstanding. Generated exactly what I would have expected, and better. Cut my writing time down dramatically, helps to organize the letter in a clear format. Good stuff.

This tool is providing invaluable assistance as I work with clients who have numerous questions. I always strive to offer top-tier support, and this tool is going to be a tremendous help.

I'm able to help answer tax questions quickly for clients and it helps staff to learn tax laws without having to read tax articles online. It's tailored to answer specific questions for specific tax scenarios regarding our clients.

So much time savings in doing research. At least quite a few hours...etc. 7, 8 hours.

I use it often. It has been useful in helping with questions, and it uses less of my time than flipping pages or looking at various sites.

It is great. It's way better than all the other tax research tools that I've had to put up with for the last 15 years. It gives you the answer you're looking for very concisely and quickly without having to trudge through editorial stuff like Checkpoint puts in front of you, and it just works, and it's easy, and it writes letters really nice when you've got a problem with the IRS. It's a home run for me.

After this tax season and using TaxGPT, there ain't no effing way I am giving up the subscription.
Sign me up for life. It was freaking awesome. Especially in helping me fill out the foreign 5471 forms.
That has saved me countless hours; and the form 5471 has never been done completely correctly in the past like it is now.
Just a phenomenal tool. I'm not going away anytime soon.

We just wanted to give you feedback on “Ask Andrew”. We used it for the first time on a client that has a couple of unique issues. I’ll give the details below but it really functioned better than I could have imagined. Seriously, it caught two issues (red flags) that we were unaware. I can’t tell you how happy we are with the decision to use TaxGPT.

Pretty impressive!!! Thank you. We are grateful

We're thrilled about the tremendous progress you have made with the platform. I'm very impressed with what you've built.

I used TaxGPT yesterday as a test for something I have spent hours researching and not getting anywhere. In about an hour, I had so much more clarity using your product! And when it came down to finding out the states had not made clear rules for the issue, it told me it was a gray area, and the MTC had not issued guidance on it yet. So, it better defined the issue for me and then led me to understand that I was wasting my time trying to get to perfect. It gave me plenty of ideas on how to handle it though. Asked a very specific question, got a very detailed answer back. Loving it!

I appreciated the questions TaxGPT asked during the reconciliation process, which proved to be material to that month's books.

Thank you again for your time and assistance during today's training session.
Our meeting was extremely timely and valuable. As we discussed, I am currently working on a partnership engagement involving a complex partnership agreement that contains a mathematical error, along with prior-year tax return issues that need to be addressed before moving forward with the 2025 filing.
I sincerely appreciate your guidance on utilizing Cowork effectively. The tool has already proven to be incredibly helpful. In fact, while I was drafting this email, Coworker had already prepared a draft communication to the client regarding the matter we discussed.
The efficiency and support these tools provide are truly impressive, and I am excited to continue learning how to integrate them into our workflow.
Thank you again for your support and expertise. I look forward to our next session.

This prompt is AMAZING. I was able to get cowork to analyze financials I received form a client updated with changes & provide me the AJE to book! I can't wait to keep finding more uses.

These HTML deliverables are DOPE!!I would've never even known how to build"