Frequently asked questions

TaxGPT is creating a vast database of tax laws and government publications. We currently have half a million documents in our database. Our AI stays within the bounds of that information and we have added guardrails to prevent wrong information. However, TaxGPT is still in beta and it's an educational, research and reference tool. TaxGPT answers are not tax advice. Please always double check the sources and make your own decision and chat with a Tax professional.

TaxGPT uses the most advanced artificial intelligence LLM with our proprietary data set with up to date tax information to provide accurate answers. It analyzes your query and searches through a vast database of tax laws and regulations to provide you with a reliable response.

TaxGPT has a vast database of authoritative sources published by various government entities, including federal, all 50 states and territories.

TaxGPT uses the most advanced artificial intelligence LLM, including GPT-4o and Claude 3.5, with our proprietary data set with up-to-date tax information to provide accurate answers. It analyzes your query and searches through a vast database of tax laws and regulations to provide a reliable response.

Yes, TaxGPT extracts and presents data for your review. You can easily verify and adjust any details before saving, ensuring you have the most accurate information possible.

We always ask for your feedback after every question to make sure that TaxGPT is providing the most accurate and latest information. Please always double check the sources and make your own decision and chat with a Tax professional. Our quality assurance team reviews your feedback and we ask the opinion of tax lawyers, CPAs, tax preparers to double check the information.

We always ask for your feedback after every question to make sure that TaxGPT is providing the most accurate and latest information. Please always double check the sources and make your own decision and chat with a Tax professional. Our quality assurance team reviews your feedback and we ask the opinion of tax lawyers, CPAs, tax preparers to double check the information.

Integrating and using TaxGPT in your firm is easy. Simply register an AI co-pilot account online, choose your subscription level, and you’re good to go. We’re here to assist you along the process if you need us.

After uploading, TaxGPT reads and categorizes the document for complex forms like 1040, 1120, and 1065. We capture details and guide you through a review process to ensure accuracy.

TaxGPT has an easy learning curve. You don't need days to understand how to use TaxGPT, just like the traditional tax research application with complex tax libraries.

Yes, TaxGPT has a user-friendly interface because it is designed by tax professionals while keeping the tax professionals in mind so they can easily navigate and use the application, especially when it is tax season when you need to do a lot of tax research, tax-writing, and maintaining the tax documents.

TaxGPT is designed to handle a variety of tax scenarios, from individual tax filing to complex business taxation issues. Even Tax professionals use TaxGPT as their AI assistant and co-pilot for filing taxes. However, for extremely complex situations, it is always advisable to double check with a tax professional.

You can use TaxGPT's AI Co-Pilot to significantly enhance your productivity and accuracy. It offers AI-powered tax research, memo writing, and client management tools. You can quickly find answers to complex tax questions, create professional documents, and manage client-specific tax scenarios.

Absolutely! Once a document is uploaded, you can ask questions directly related to its content. TaxGPT provides precise answers, and you can continue the conversation with follow-up questions in a dedicated thread.

Yes, TaxGPT can address industry-specific concerns, as it is trained on all the relevant tax data from credible sources for federal, all states, and territories. TaxGPT's tax research model doesn't have any limitations relevant to each industry.

Yes, your client’s data is secure. TaxGPT uses industry security standard measures to ensure all data is safe and secure. While we ensure a secure environment, it is advisable not to share social security numbers or any other sensitive information of your client to TaxGPT.

Yes, Data security is of the utmost importance for our profession. TaxGPT utilizes industry-standard protection to ensure user and firm data remains secure, confidential, and encrypted. All data is stored in the United States within third-party hosted AICPA SOC levels 1 and 2 compliant servers. Additional compliance measures include FISMA, DIACAP, and FedRAMP. TaxGPT, as an additional standalone security compliance measure, is currently working through the SOC 2 Type 2 audit.

You can upload any tax documents, including IRS letters, 1040s, 1065, 1120, and more. TaxGPT reads, categorizes, and organizes each document instantly.

When you upload a Form 1040 or W-2, TaxGPT initiates a custom workflow that captures and organizes every detail. We redact PII information. You can review and verify the information, make necessary edits, and create a client profile in minutes.

TaxGPT was launched in 2022, and now more than 3,000 tax professionals use it with trust.

Kashif Ali is the CEO and founder of TaxGPT Inc. Prior to leading TaxGPT, Kashif worked at Adobe for three years and founded two other companies. He has a background in accounting, software, and journalism.

Yes, TaxGPT has many great reviews from CPAs, tax professionals, and accountants. You can visit the TaxGPT reviews page.

TaxGPT is designed for tax professionals and accountants, offering specialized tax law information, accurate sources, and secure data handling, unlike ChatGPT, which is a general-purpose AI without tax-specific expertise. This makes TaxGPT more reliable for tax-related tasks. You can learn more about the TaxGPT vs ChatGPT here.

No, TaxGPT doesn't have any knowledge cutoff; it always provides you with the latest information.

TaxGPT is designed to handle a variety of tax scenarios, from individual tax filing to complex business taxation issues. Even Tax professionals use TaxGPT as their AI assistant and co-pilot for filing taxes. However, for extremely complex situations, it is always advisable to double check with a tax professional.

Yes! TaxGPT is fully scalable for your firm’s needs. Easily add, remove, and manage users from the Team Management page.

There are no limits on the number of users or queries.

TaxGPT has a dedicated team of customer support, including CPAs and tax professionals, who are available 24/7 to help you with your queries and questions.

Yes, you can visit here for the tutorials.

Yes, TaxGPT provides a 14-day free trial to CPAs, tax professionals, and accountants.