TaxGPT

TaxGPT is ranked #12 of 33 in AI tax software on The Geeks Club. It runs on Android, Browser extension, iOS, macOS, Web, Windows. There is no free plan. A free trial is offered.

TaxGPT plans and pricing

All plans

Pro Plus Not published Book a demo for a plan tailored to your practice Everything in Pro · TaxGPT Cowork · Tax Preparation · Bookkeeping Agent · White Glove Onboarding · Priority Support taxgpt.com · 29 Sept 2026

Pro Not published Book a demo for a plan tailored to your practice TaxGPT Research · Document Upload · Tax Writer · Matrix · Agent Andrew · Client Intelligence · Email Support taxgpt.com · 29 Sept 2026

Enterprise Not published Book a demo for a plan tailored to your practice Everything in Pro Plus · Unlimited Client Intelligence Entities · In-Person Onboarding · Priority Feature Access · Enterprise-Grade Security taxgpt.com · 29 Sept 2026

Compared on AI tax software

Free plan: No

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TaxGPT

Product: TaxGPT describes itself as an AI tax operating system that combines tax research, client intelligence, return review, and workflow automation.
Cited research: TaxGPT provides citation-backed answers to tax questions and says its research covers U.S. and Canadian tax law, including federal, state, provincial, local, territorial, and treaty jurisdictions.
Writing: Tax Writer drafts client-ready memos, IRS notice responses, and engagement letters in a firm's voice.
Document analysis: Users can upload tax documents for analysis, summaries, research, and answers tailored to the client’s situation.
Return review: Agent Andrew reviews Forms 1040, 1041, 1065, 1120, and 1120-S and flags errors, audit risks, and missed tax savings.
Integrations: TaxGPT Cowork operates inside Drake, ProConnect, UltraTax, CCH Axcess, and Lacerte, and connects to Google Drive, Dropbox, OneDrive, SharePoint, SafeSend, and SmartVault for documents.
Security: TaxGPT says it is SOC 2 Type II compliant, encrypts data in transit and at rest with AES-256, and uses multi-factor and role-based access controls.
Data privacy: TaxGPT says it does not train its AI on client or firm data and that firm and client data is isolated from the internet.
Support: TaxGPT says it offers virtual, on-demand, and one-to-one training, a dedicated Customer Success Manager for each customer, and 24/7 in-app support.
Trial and onboarding: TaxGPT offers a free trial, and its FAQ says firms must attend a brief live demo before account activation.
Usage limits: TaxGPT says there are no limits on the number of users or queries.
Audience: TaxGPT says it serves solo tax professionals, small and large accounting firms, businesses, and individuals.
Company: TaxGPT says it launched in 2023 and identifies itself as a privately held company.
Founded: 2023

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Where it ranks on The Geeks Club

Best AI Tax Software in 2026#12 of 33
Best Tax Research Software in 2026#3 of 30

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Sources

taxgpt.com/ai-operating-system· checked 29 Sept 2026
taxgpt.com/pricing· checked 29 Sept 2026
taxgpt.com/faqs· checked 29 Sept 2026
taxgpt.com/security· checked 29 Sept 2026
taxgpt.com· checked 28 Sept 2026