Home / Tax Research & Knowledge Assistants
TaxGPT
AI assistant for tax firms that researches with citations, drafts memos and notice responses, reviews returns and runs prep, planning and bookkeeping agents.
| What the AI does | AI Tax Research with citations; Tax Writer (memos, IRS notice responses); Agent Andrew return review; Cowork agents for tax preparation, tax planning and bookkeeping; Client Intelligence |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices, CAS practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Tax Research & Knowledge Assistants |
| Also fits | Tax Preparation & Review AI |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
TaxGPT is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms, tax offices and CAS practices on its own site. The job it gets hired for: answering a tax question with citations you can check, and drafting the memo or client letter from it. It also fits the Tax Preparation & Review AI category.
What it costs
TaxGPT is priced by quote, so the demo is where you get a number tailored to your firm. There is a free trial.
Good to know
TaxGPT is an AI assistant for tax professionals that answers research questions with citations, drafts memos, IRS notice responses and client emails, and reviews finished 1040, 1041, 1065, 1120 and 1120-S returns through Agent Andrew — drag the return in, no integration needed. The Pro plan is for solo practitioners; Pro Plus adds the Cowork agents for tax preparation, planning and bookkeeping that work inside your existing software; Enterprise adds unlimited Client Intelligence entities. Prices are tailored on a demo, there's a free sign-up, and SOC 2 Type II is posted.
More in Tax Research & Knowledge Assistants
- Avalara Tax ResearchSales and use tax research library with the Avi research agent that answers taxability and rate questions with citations for client work.Quote-basedDetails
- BizoraAI tax research platform for tax professionals that answers federal and all-50-state questions with a visible reasoning path and sources.From $29.99/moDetails
- Bloomberg Tax ResearchBloomberg Tax research platform with an AI Assistant that answers plain-language tax questions linked to its Portfolios and sources.From $2,200Details
- Blue JAI tax research platform that answers US federal and state tax questions with cited sources and drafts memos for your firm.From $1,498/user/yrDetails
- CCH AnswerConnectWolters Kluwer tax research library with AI-powered search, Expert AI answers and Document Analysis for notices and uploads.From $1,499Details
- Checkpoint EdgeThomson Reuters tax and accounting research library with AI-powered natural-language search, state charts and advisory maps.Quote-basedDetails