TaxGPT

AI tax assistant for tax professionals and businesses

Finance & Procurement

Compliance CertificationsSOC2

About TaxGPT

A cloud based platform for tax professionals that automates tax preparation, tax research, get cited tax answers in seconds, draft memos, and analyze tax documents. It also helps manage clients in one place and keeps all tax work organized.

What Cakewalk Does With TaxGPT

Govern access to TaxGPT and the sensitive financial data it holds. AI agents can act inside TaxGPT with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in TaxGPT through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle TaxGPT TasksAgent Connection	A person asks their agent to do something in TaxGPT, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in TaxGPT is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.