TaxGPT

Copilot-to-autopilotTax advisory

AI tax assistant for professionals and businesses covering research, cited answers, memos, documents, and client workflows.

Evaluated for tax advisory workflows, buyer proof, and implementation controls.

Positioning

TaxGPT starts as a professional tax copilot and is moving toward more automated prep and client work.

Best fit

Tax and accounting teams that need faster research and drafting with citations and reviewer control.

Work automated

Use these as the first workflow checks before shortlisting the vendor.

Tax researchTax preparation supportMemo draftingClient document analysis

Proof to request

Evidence that should exist before a pilot or purchase.

  • Citation coverage by jurisdiction and tax topic
  • How source law is updated
  • Reviewer workflow for client deliverables

Operating controls

Controls that keep agentic work auditable and accountable.

  • Never file or advise without professional review
  • Require citations for every tax conclusion
  • Validate jurisdiction and date applicability