US-based software company TaxGPT has introduced Tax Prep Agent, an autonomous tax workflow system developed for accounting and tax professionals.
In a statement, the company said the tool can read source documents, operate tax preparation software in the same way as a human preparer and complete returns from beginning to end without manual typing.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Tax Prep Agent is built to function within companies’ existing technology stacks.
It collects workpapers such as W-2s, 1099s, K-1s and Excel-based trial balances from local directories or intake platforms.
The agent then uses browser automation to open the tax application, enter the information, run checks and diagnostics, and mark items that it determines should be reviewed by a practitioner.
According to TaxGPT, the system connects with web-based tools across the tax engagement life cycle, including client intake, onboarding, preparation and final delivery.
When preparation is finished, control passes to ‘Agent Andrew’, TaxGPT’s review-focused agent.
This agent cross-checks the completed return against the original documents and highlights areas viewed as sensitive from an audit standpoint for approval by a certified public accountant.
TaxGPT co-founder and CEO Kashif Ali said: “The Tax Prep Agent doesn’t just assist tax professionals – it works alongside them.
“Firms can now scale their capacity without scaling their headcount, and their people can focus on the judgment calls that actually require a tax professional.”
The current version is tailored for US individual returns, known as Form 1040.
Support for partnership returns (1065) and corporate filings (1120) is planned, according to the company.
It reports that TaxGPT is SOC 2 Type 2 certified, with encryption applied to data both at rest and in transit, onshore hosting and access controls configured at the company level.
TaxGPT co-founder and chief technology officer Isabella Maceda-Ali said: “We built TaxGPT AI-native from day one.
“Legacy providers are working with around 30–40 years of code that wasn’t designed for AI. We didn’t have to retrofit anything – the entire platform was built to work this way.”
