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Taxgpt

Taxgpt

AI Assistant

About

TaxGPT is an AI-powered assistant built specifically for tax professionals. It can summarize client documents, explain IRS forms in plain language, and generate draft responses or workpapers based on your own data. Unlike general chatbots, TaxGPT is trained on verified tax content and integrates with the tools firms already use. Firms use it to save time on 1040 reviews, client explanations, and research — while keeping control over data and compliance.

AI SummaryMixed

Tax professionals have mixed feelings about TaxGPT; while some appreciate its specialized focus and ongoing improvements, others report issues with accuracy compared to competitors like BlueJ. Users value the potential for enhanced research capabilities and customer support, but express concerns over the frequency of incorrect answers. Pricing is seen as reasonable, yet the tool is still viewed as needing further development to fully meet user expectations.

Reddit Mentions

u/Financial_Question8026

I’ve been using ChatGPT Pro, but recently it’s been slow, sometimes taking several minutes to respond. I’m interested in hearing from others about what AI tools you actually use in your work. Have you tried Perplexity Pro, or any tax-focused AI models like TaxGPT, BlueJ? How do they compare in speed, accuracy, and usefulness? Are there other AI tools tax professionals in this community recommend? Looking forward to your honest feedback. Thanks!

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u/OddButterscotch284922

Has anyone *used* both BlueJ and TaxGPT to be able to compare the two? I used Blue J this past year (as well as the paid version of ChatGPT), and I'm aware of the potential for wrong answers etc etc - I've still been impressed enough by Blue J to continue using an AI as a tool and mainline ChatGPT doesn't quite get there. BJ has a compelling discount through NATP, but before I renew I want to look at the competition.

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u/familycfolady20

I went from a big firm to a small firm and feel I spend WAY too much time researching random stuff. I was curious if anyone has started using TaxGPT? https://www.taxgpt.com

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u/Own-Potential-732316

Hey TaxPros, I am a CPA building a tax research platform for smaller CPA firm focusing on giving users answers to multi jurisdictional transactions so they can advise clients better. For all of you that have used the new tax research tools, TaxGPT, BlueJ, CaseText would like to understand what you liked and wanted to see added on as a feature. Would love to talk to you since you are the experts and see what I should focus on building and what my product lacks. If you are open let me know and I’l

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u/Snoo9437515

Hey, I’m working on a list of AI accounting/tax products to pin over at r/AccountingTechnology to track what's being built/used in the space, and was hoping for some help! I have a rough draft here of some products in the accounting/tax space. I’m more focused on things that are built specifically for the industry (which is why chatgpt, etc isn’t on there), but if there’s something you stand by, non-accounting specific, I could add a more generic list of tools to it too. I plan on updating it a

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u/jdc9040313

I did a trial of both. I found TaxGPT to be wrong more often than bluej. Still issues with BlueJ but it’s better than TaxGPT and provides links to accurate sources

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u/horrible_noob11

Hey y'all! Has anyone changed the structure of their fees due to actual/realized (or perceived) benefits of AI tools they've implemented? I always say I've never charged enough for my services. I genuinely feel like some of the AI tools I work with have helped tremendously and have me reconsidering both my time's cost and overall value proposition. I would love to hear how it went. Did you only raise rates on new clients, or include current? Moving from hourly-based to project/form-based? A

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u/Caulifower_1236

I’m in the same spot. Testing TaxGPT. What I really want is what zealousideal is referencing. I want to upload a return, and get a summary of it. Maybe I’m just not seeing it but I can’t find a way to upload in Blue J.

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u/Shot-Camel56985

I've been looking into how my firm can implement AI in some capacity that will help make dealing with tax season a little more bearable. Even if it means preparing a handful of returns a week can be taken off my plate, I view that as a win. Here's what I found **Black Ore** Black Ore says it's a "complete 1040 automation for tax professionals." From what I found, their system handles document classification and standard deduction scenarios for straightforward individual returns. Best fit ap

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u/WahlCPA4

I have been researching AI tax software and was wondering if anyone had any recommendations for AI tax prep or research software. Currently looking at taxgpt and some others for example, but curious if anyone can make some recommendations. Thanks!

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