Getting started
TaxGPT getting started guide for accountants
32 articles
- How to set up a TaxGPT professional account
- How to write effective TaxGPT queries
- What is TaxGPT?
- How to ask follow-up questions
- Tax Writer: Key features and benefits
- How to work with individual and business clients within TaxGPT
- How to use TaxGPT Research
- Client Profile Thread Memory
- Document Upload
- Calculations Overview
- Sharing TaxGPT Reponses
- Providing Feedback to Team TaxGPT
- Model Feedback - Thumbs Up/Thumbs Down
- Response Export - Email, Copy, Print
- Client Profiles vs. General Chat
- 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
- How to invite clients to the Client Portal?
- What are TaxGPT Credits?
- How can I purchase Credits?
- How Credits Work in TaxGPT Cowork
- How to Mass Import Clients, Entities & Contacts in Client Intelligence
- How to Setup/Register Client Portal Link/Subdomain
- Unique Portal Link/Subdomain for Client Portal Login
- How to Transfer Account Ownership
- How to Deactivate Team Member's Account
- How to Change a User's Role
- Exporting Client List from the Current Software