TaxGPT, an artificial intelligence operating system for accounting and tax professionals, has launched the Tax Prep Agent, which the company touts as a first-to-market autonomous AI that reads source documents, uses tax software as a human preparer does, and completes returns from start to finish—all in a secure environment, without a human touching the keyboard.
The Tax Prep Agent works directly inside the software accounting firms already use. It pulls workpapers like W-2s, 1099s, K-1s, and Excel trial balances from local folders or intake software, then opens the tax platform via browser automation, enters return data, runs diagnostics, and flags anything that requires human judgment.
The browser automation works with all web-based intake, onboarding, tax prep, and delivery tools. When preparation is complete, it hands off to Agent Andrew, TaxGPT’s return-review agent, which reconciles source documents with the prepared return and surfaces audit-sensitive items for CPA sign-off.
“The Tax Prep Agent doesn’t just assist tax professionals—it works alongside them,” Kashif Ali, CEO and co-founder of TaxGPT, said in a statement. “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.”
For a 20-person firm processing 2,000 returns a season, TaxGPT projects 45 minutes saved per 1040 and a 5x increase in review capacity. Across the platform, TaxGPT says it sees a 90% reduction in first-pass prep time.
“We built TaxGPT AI-native from day one,” said Isabella Maceda-Ali, co-founder and chief technology officer of TaxGPT. “Legacy providers are working with around 30 to 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.”
The Tax Prep Agent is currently optimized for 1040s, with 1065s and 1120s on the roadmap.
The TaxGPT agents will be able to operate desktop apps as a human accountant does in the next four weeks.
TaxGPT is SOC 2 Type 2 certified, with all data encrypted at rest and in transit, hosted onshore, with firm-level access controls.
Founded in 2023 by Ali and Maceda-Ali, TaxGPT serves 70,000-plus users across the accounting profession (as of March 2026).
TaxGPT is now running demonstrations of its Tax Prep Agent for CPAs via https://www.taxgpt.com/tax-prep.
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Tags: ai agents, Artificial Intelligence, Taxes, TaxGPT, Technology
