Description
Pricing Details
TaxGPT operates on a subscription model tailored to tax practices of all sizes, offering three main plans designed to meet the needs of accountants and tax firms, while providing enterprise-grade security across all plans. The Pro plan is for individual practitioners who want to integrate AI into their daily workflow. It includes TaxGPT Research tools for tax research and document uploading, Tax Writer for drafting tax memoranda and documents, Matrix, the Agent Andrew tool for smart review, and the Client Intelligence system, in addition to self-service account setup and email support. The Pro Plus plan is designed for growing practices that need greater capabilities and an integrated tax workflow. It offers all the benefits of the Pro plan, plus TaxGPT Cowork, AI agents for tax preparation and bookkeeping, an advanced client management system, a dedicated setup service, early access to new features, and priority support. The Firms (Enterprise) plan, meanwhile, targets large firms and offices that require customized solutions for security, deployment, and support, and adds all the benefits of Pro Plus along with an unlimited number of Client Intelligence entities, on-site setup, priority access to new features, dedicated support, and enterprise-grade security. The platform provides an integrated system that combines AI-powered tax research, document and memo drafting, client information management, and automated workflow execution, so that client information is integrated with research, drafting, and execution within a single platform rather than using separate tools. TaxGPT also enables users to obtain verified tax answers to federal, state, and international questions, create ready-to-use tax memoranda for clients, and manage tax operations more efficiently.