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Client Intelligence

Tax and financial reporting · by TaxGPT

AI-powered client dashboard with contextual memory of your practice.

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What it does

AI-powered client dashboard with contextual memory of your practice. Connects tax history, entity structure, prior-year positions, and research threads per client.

  • Tax research with citation-backed answers
  • Tax preparation automation inside existing software
  • Tax planning strategies
  • Tax document analysis
  • Client management and communications
  • Automated tax return reviews
Category
Tax and financial reporting
Users
Tax professionals, Accountants, Tax and accounting firms, Businesses and 2 more
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Product insights

Evidence for this product in each industry and task.

#6 · extract document dataView ranking →

Documented workflow

“Manual entry is minimal. Client Intelligence is designed to be document-driven. You can upload a client's prior-year tax returns, K-1s, or financial documents, and the AI will automatically parse the information to build a…”

Read product documentation
  • Manual entry is minimal. Client Intelligence is designed to be document-driven. You can upload a client's prior-year tax returns, K-1s, or financial documents, and the AI will automatically parse the information to build a…
    Read source · www.taxgpt.com ↗
  • Upload T1s, T2s, T3s, financial statements or any prior client data, and Client Intelligence automatically builds comprehensive profiles. The AI learns entity structures, tax positions, and compliance preferences without…
    Read source · www.taxgpt.com ↗

Pricing

  • Free plan$0

Free trial on paid plans

Prices as published by TaxGPT, checked Nov 2026.

Security and compliance

As reported by TaxGPT. Ask for audit reports before you buy.

  • SOC 2 Type IICertified
  • Role-based access controls
  • Activity logs
  • Audit trails

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