Does TaxGPT train AI on customer data?

We could not find a published TaxGPT policy that says whether customer data is used to train AI models. TaxGPT's security page says it does not train its AI on proprietary firm data, but its general privacy policy (updated 2026-09-18) lists training its models among the uses of personal information collected through its services.

Does TaxGPT have SOC 2?

TaxGPT states that it holds a SOC 2 Type II report.

Which accounting systems does TaxGPT integrate with?

TaxGPT does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does TaxGPT cost?

TaxGPT does not publish prices; pricing is by quote.

What are alternatives to TaxGPT?

Other tax research tools in this directory include Blue J, CCH Axcess Intelligence, CoCounsel Tax, Aiwyn and Basis.

TaxGPT

TaxGPT is an AI platform for tax and accounting practices. It answers federal, state and local tax questions with citations, drafts memos and IRS notice responses, and analyzes uploaded returns and notices. Its Cowork product assigns AI agents to workflows such as preparing returns inside a firm's existing tax software, and a review agent marks issues on prepared returns. Plans are sold to solo practitioners and growing or larger firms, and there is also an offering for businesses and individuals.

Last verified October 14, 2026. Vendor site: taxgpt.com (opens in a new tab)

What the AI does

Cited answers to federal, state and local tax questions drawing on the Internal Revenue Code, regulations, cases and IRS guidance
Drafting of memos, IRS notice responses and client emails
Analysis of uploaded tax returns, financial statements and IRS notices
Cowork agents that run workflows such as return preparation inside existing tax software and hand items needing judgment to staff
Agent Andrew return review that flags errors and possible tax-saving items on prepared returns

Summarized from taxgpt.com.

Facts, checked against the source

Category: Tax research, Tax preparation, BookkeepingSource: taxgpt.com (opens in a new tab)
Built for: CPA firms, Small businessSource: taxgpt.com (opens in a new tab)
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft DynamicsAlso documents: UltraTax, CCH Axcess, Lacerte, Drake, ProConnect, SafeSend, SmartVault, Canopy.
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: UnconfirmedPricing is not public or does not say.
SOC 2: Type IISource: taxgpt.com (opens in a new tab)
Trains on customer data: UnconfirmedTaxGPT's security page says it does not train its AI on proprietary firm data, but its general privacy policy (updated 2026-09-18) lists training its models among the uses of personal information collected through its services.
Human review: Human reviewTaxGPT says Cowork agents carry out workflows but stop at items that need a human decision, and finished work goes to the firm's review queue with an audit trail.Source: taxgpt.com (opens in a new tab)
Company: Privately held. Founded 2023, based in San Francisco, CASource: taxgpt.com (opens in a new tab)
Funding: Last round: unconfirmed, $4.6M, February 6, 2025Investors named: Rebel Fund, Mangusta Capital, Y Combinator, Launch, iSeed Ventures, Converge Fund, TRAC AI/VC Unicorn Fund, Goodwater Genesis, CRV Disrupt Fund, Principal Venture PartnersSource: taxgpt.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

TaxGPT pricing: plans, fees and trial terms

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
Announced	Round	Amount	Led by	Source
February 6, 2025	Undisclosed	$4.6M	Not named	taxgpt.com

Sources

Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

No changes logged since this listing was published. Changes and corrections are recorded in the changelog.

TaxGPT questions

Does TaxGPT train AI on customer data?: We could not find a published TaxGPT policy that says whether customer data is used to train AI models. TaxGPT's security page says it does not train its AI on proprietary firm data, but its general privacy policy (updated 2026-09-18) lists training its models among the uses of personal information collected through its services.
Does TaxGPT have SOC 2?: TaxGPT states that it holds a SOC 2 Type II report.
Which accounting systems does TaxGPT integrate with?: TaxGPT does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does TaxGPT cost?: TaxGPT does not publish prices; pricing is by quote.
What are alternatives to TaxGPT?: Other tax research tools in this directory include Blue J, CCH Axcess Intelligence, CoCounsel Tax, Aiwyn and Basis.