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AI research, writing, and workflow assistant for tax and accounting professionals.

Paid plans onlyVisit Website
Tracked since2026

The Bottom Line

Price
Paid plans only. Compare plans

Key facts

  • AI platform for tax/accounting firms combining research, drafting, and workflow automation.
  • Three tiers — Pro, Pro Plus, Enterprise — scale from solo practitioners to large firms.
  • No published pricing; every plan is custom-quoted based on team size and client volume.

Pros

  • Plans scale from solo practitioners to large enterprise firms
  • Combines research, drafting, and workflow automation in one product
  • Includes guided onboarding at every tier

Cons

  • No published pricing; every plan requires a custom quote
  • No free trial mentioned on the pricing page

What is TaxGPT?

TaxGPT is an AI operating system built for tax and accounting firms, combining a tax research tool, an AI writing assistant (Tax Writer), document upload and analysis, client intelligence tools, and autonomous workflow agents such as Agent Andrew. It's sold in three tiers: Pro, for solo practitioners, includes research, document upload, Tax Writer, Matrix, Agent Andrew, client intelligence, self-guided onboarding, and email support. Pro Plus, for growing practices, adds a Cowork collaboration feature, tax preparation and a bookkeeping agent, white-glove onboarding, early feature access, and priority support. Enterprise, for larger practices, adds unlimited client intelligence, in-person onboarding, and enterprise-grade security. TaxGPT does not publish fixed prices — each plan is tailored to the firm's team size, client count, and required capabilities, and pricing requires a demo or sales conversation.

Key Features

  • AI-powered tax research
  • Tax Writer drafting assistant
  • Agent Andrew autonomous workflow agent
  • Document upload and analysis
  • Client intelligence tools
  • Bookkeeping agent (Pro Plus and up)
  • Tax preparation assistance (Pro Plus and up)
  • Enterprise-grade security (Enterprise tier)

Pricing Plans

Pricing checked Sep 25, 2026

TaxGPT plans and prices, checked September 2026
PlanPriceDetails
Pro

Custom

  • Tax research
  • Document upload
  • Tax Writer
+1 more
  • Agent Andrew workflow agent
Pro Plus

Custom

  • Everything in Pro
  • Tax preparation
  • Bookkeeping agent
+1 more
  • Priority support
Enterprise

Custom

  • Everything in Pro Plus
  • Unlimited client intelligence
  • Enterprise-grade security

Is TaxGPT worth the price?

Fair value

TaxGPT's custom-only pricing is opaque and likely targets mid-to-large firms, making it inaccessible for solo practitioners without a budget.

The feature set is comprehensive with AI research, writing, and workflow agents, but without a starting price, it's hard to gauge fairness. Best for firms that need an all-in-one AI assistant and are willing to negotiate.

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TaxGPT FAQ

Who is TaxGPT built for?

Tax and accounting professionals and firms, from solo practitioners (Pro tier) to larger practices (Pro Plus and Enterprise tiers).

How much does TaxGPT cost?

Pricing isn't published — each plan is tailored to a firm's team size, client count, and needed capabilities, and requires contacting TaxGPT directly.

Source: taxgpt.com

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