TaxGPT Inc.

How to set up a TaxGPT professional account

Essential tips for tax professionals on enhancing query accuracy using TaxGPT to ensure precise results and efficient workflows.

How to write effective TaxGPT queries

Discover how TaxGPT utilizes AI technology to streamline tax research processes, ensuring both accuracy and efficiency for users.

What is TaxGPT?

Mastering follow-up questioning with TaxGPT is key for tax accountants to extract detailed information about complex topics effectively.

How to ask follow-up questions

Save hours of valuable time with our tax writing tool, designed to streamline your communications - both internally and externally.

Tax Writer: Key features and benefits

Our latest platform update introduces a clear separation between business and individual client profiles for enhanced user experience.

How to work with individual and business clients within TaxGPT

An overview of TaxGPT's research tool, answering all of your tax questions in seconds.

How to use TaxGPT Research

A deep dive into the technology and theoretical concepts behind client threads, and practical use cases.

Client Profile Thread Memory

Introducing our document upload feature, and how to best use this tool in both the Research and the Writing tool environments.

Document Upload

A look at how general-purpose AI and TaxGPT handle being asked to perform calculations, including use cases, constraints, and limitations.

Calculations Overview

Sharing TaxGPT Reponses

Providing Feedback to Team TaxGPT

Why, how, and when to provide our model with feedback, and the difference it helps us make.

Model Feedback - Thumbs Up/Thumbs Down

How to use TaxGPT's email, copy, and print functions to easily communicate results with your clients or team members.

Response Export - Email, Copy, Print

How using client profiles can provide tailored, more relevant answers, organization, and how they compare to the general chat function.

Client Profiles vs. General Chat

What is TaxGPT Cowork?

For whom TaxGPT Cowork is built?

What makes Cowork different?

How to Download TaxGPT Cowork?

How to Install TaxGPT Cowork on MaC?

How to Install TaxGPT Cowork on Windows?

How to Login into TaxGPT Cowork?

Unable to Access Cowork- Login Failed - Basic Troubleshooting

How to Upload Document in Cowork?

How to use Workflows in TaxGPT Cowork?

FAQ's - TaxGPT Cowork

What is Mass Upload in Client Intelligence?

Where is the Mass Upload button?

How to Import Clients in Client Intelligence

How to Map the Fields in Your Uploaded File to TaxGPT Fields

How to Bulk Assign Client or Entity Types

How to Bulk delete Entities while important in bulk

How to Sort or Filter Data During Mass Upload

What is Client Portal?

How do I get access to Client Portal?

How to invite clients to the Client Portal?

TaxGPT getting started guide for accountants

Getting started

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Tax Research

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

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