While using TaxGPT, you'll notice the Clients buttons on the landing page:
Clicking either the Individual Client or Business Client profiles will allow you to enter specific tax-related data for each profile. These profiles will be saved along the right-side thread history menu.
Creating a Client
Click the "Create New Client" button to enter the creation workflow, entering the required details. After moving to the next screen, you can upload documents to help round out the client profile - or enter details manually.
How Client Profiles Affect Answers
Utilizing client profiles eliminates the need to repetitively provide the same context to the agent every time you ask a question. Asking questions while using a client profile will feed the client profile data to the AI. This automatically customizes the search to use this data as context while processing the question, parsing sources, and generating the response.
This contextual data helps filter out the "noise" - or irrelevant information - while returning your answer. For instance, if the client profile has no dependents listed, Child Tax Credit information will be omitted unless your prompt contains a hypothetical specifically asking about the ramifications of having a dependent.
Similarly for business profiles, if your client is a real estate agent, the response is unlikely to provide information regarding the Research & Development Credit.
Client Profiles as an Organization Tool
Client profiles can also be used to easily recall questions and threads related to these specific clients. The client's name will appear on the right-side thread history menu, which can be searched or scrolled through to easily access.
Within each profile, you will have access to any documents you've uploaded for the client, as well as your research and writing threads.
Comparison with General Chat
While client profiles excel at providing tailored responses, there are a few potential drawbacks.
Profile data can "guardrail" the AI more than expected, leaving it locked on the client context. This can reduce fluidity, making it difficult to pose hypotheticals, such as switching jurisdictions.
Each client profile only contains a single thread, or question history. As with other GPTs, asking questions within a thread will generally use the prior thread history as context while answering new questions. Again, this can pose a challenge when trying to pose hypotheticals or attempt to depart from the concepts in prior questions.
General chat, on the other hand, is much more fluid. While the general chat by default will lack the specific client context, you can more easily pose hypotheticals. General chat is better suited to handle questions that are on-the-fly, more general in concept, and don't require much specific detail. Examples of questions better suited to general chat include summarizing IRC Sections, asking for authoritative updates, and residency requirements for a specific state.
Keep in mind, you can always add context in the questions you pose to the general chat. For example: "My client, a single filer with no dependents and sole income is a W-2 for $150,000, lives in California but worked in Oregon for 45 days during 2024. Are they subject to Oregon income tax filing?".