Account summary · AI tax assistantsRef. 022/31

TaxGPT

From—

Free planNo

Rank#22/31

Runs onAndroid, extension, iOS, Mac, Web, Windows Free trialYes Score6.2

TaxGPT is ranked #22 of 31 in AI tax assistants on The Finance Base. 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 assistants

Free plan: No

Best TaxGPT alternatives

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No. 001 Taxation.ai From$49/mo Free planYES Score8.8 No. 002 Keeper From— Free planNO Score8.5 No. 003 H&R Block Online FromFree Free planYES Score8.5 No. 004 Taxfix From€3.33/mo Free planYES Score8.4 No. 005 TurboTax From$79/mo Free planYES Score8.3 No. 006 EZTax From₹208.25/mo Free planNO Score8.3

The record

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

Where it ranks on The Finance Base

Best AI Tax Assistants in 2026#22 of 31

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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