TaxGPT: Your AI Tax Assistant

Core features

• ✦AI tax co-pilot for research, writing, and document analysis
• ✦Agent Andrew: AI-powered audit and review tool
• ✦Client management tools
• ✦AI-powered chatbot integration
• ✦Tax research and memo drafting
• ✦Document analysis

Use cases

• →Tax research on client issues
• →Uploading documents for summary and next steps
• →Analyzing prepared tax documents (1040, 1065, 1120, 1120-S, etc.)
• →Drafting tax memos
• →Responding to IRS notices
• →Handling client communications
• →Tax planning

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