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Tax compliance and research

TaxGPT

AI tax research assistant with citation-backed answers.

solosmallmid

Overview

What separates TaxGPT from a general chatbot is the citations. A consumer AI can produce a confident tax answer with no way to verify it; TaxGPT ties its answers to the underlying code and regulations, so a preparer can check the source before relying on it.

Beyond straight research, it handles the tasks that eat a tax professional's time: comparing treatments across states, analysing client documents, reviewing returns for issues, and drafting memos. The work still ends up in the firm's tax software, but the research and write-up happen faster.

The pricing splits by audience. Individuals get a free tier with up to 25 questions and a return review, which is enough to judge the quality. Firms move to Professional or Enterprise plans, which are custom-priced and require a demo, with Enterprise adding AI agents for more autonomous workflows.

TaxGPT is US-focused. Its tax data and answers are built around US federal and state rules, so it does not serve firms in other countries, and it is designed to sit alongside preparation tools like Drake, ProConnect, and UltraTax rather than replace them.

The fit is a US tax professional, solo or in a firm, who wants to cut research time without giving up the ability to verify an answer. It researches and drafts; it does not file.

Key facts

Starting price
Custom pricing
Pricing model
Custom
Free trial
Yes
Free tier
Yes
Deployment
Cloud
Geography
US
Founded
2023
Support
Chat, Knowledge Base
Languages
English
Works with
Drake, Proconnect, Ultratax
Last verified
2026-05-25

Pros and Cons

Pros

  • US tax professionals who want fast, citation-backed answers to tax research questions.
  • Firms that want to cut research time on multi-state and complex tax questions.
  • Solo preparers and small firms that want AI tax research without an enterprise contract.

Cons

  • Firms outside the US. TaxGPT's tax data and answers are US-focused.
  • Practices wanting a tool that files returns. TaxGPT researches and drafts, it does not e-file.
  • Anyone needing published professional pricing. Pro plans require a demo and a quote.

Pricing

TierPriceBillingFeatures
Free (individuals)$0FreeUp to 25 tax questions and one return review, with web access and a browser extension.
ProfessionalCustomCustom, requires a demoTax research with code and regulation citations, multi-state comparison, document analysis, client profiles, automated return review, and memo drafting.
EnterpriseCustomCustomFull platform access with AI agents for autonomous workflows, scaling to large firms.

Frequently asked questions

What does TaxGPT do?
TaxGPT answers tax research questions and backs the answers with citations to the relevant code and regulations, so a preparer can check the source rather than trust a black box. It also handles multi-state comparisons, analyses documents, reviews returns, and drafts memos. It is built for US tax work and sits alongside the tax software a firm already uses.
How much does TaxGPT cost?
There is a limited free tier for individuals, covering up to 25 tax questions and one return review. Professional and Enterprise plans for firms are custom-priced and require a demo before activation, so there is no published professional rate. The free tier is a way to test the research quality before any commitment.
Does TaxGPT file tax returns?
No. TaxGPT is a research and drafting assistant, not filing software. It helps a preparer find answers, compare treatments across states, analyse documents, and draft memos, but the actual return preparation and e-filing happen in the firm's tax software. It is designed to work alongside tools like Drake, ProConnect, and UltraTax.
Who is TaxGPT built for?
US tax professionals, from solo preparers on the free tier up to large firms on Enterprise plans with AI agents. The common need is faster, citation-backed tax research. It is US-focused, so the tax data does not serve firms in other countries, and it complements rather than replaces tax preparation software.

User reviews

See what other accounting professionals say about TaxGPT on independent review platforms.

Alternatives to TaxGPT

Other AI tools in the Tax compliance and research category.

Last verified 2026-05-25. Pricing and features come from vendor-published specs. See our methodology.