
TaxGPT
AI tax research assistant with citation-backed answers.
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
| Tier | Price | Billing | Features |
|---|---|---|---|
| Free (individuals) | $0 | Free | Up to 25 tax questions and one return review, with web access and a browser extension. |
| Professional | Custom | Custom, requires a demo | Tax research with code and regulation citations, multi-state comparison, document analysis, client profiles, automated return review, and memo drafting. |
| Enterprise | Custom | Custom | Full platform access with AI agents for autonomous workflows, scaling to large firms. |
Frequently asked questions
What does TaxGPT do?
How much does TaxGPT cost?
Does TaxGPT file tax returns?
Who is TaxGPT built for?
User reviews
See what other accounting professionals say about TaxGPT on independent review platforms.
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Last verified 2026-05-25. Pricing and features come from vendor-published specs. See our methodology.