Data security
US user data handled under SOC 2 and GLBA financial privacy standards; cross-border enterprise data is isolated separately.
Security & Compliance
Compliance is the product boundary, not an add-on
US TaxGPT builds a trustworthy workflow on security, traceability, sourcing, and human review — with a clear line between AI assistance and professional advice.
Full audit trail
Every return edit keeps a complete change log, meeting IRS audit traceability requirements.
Rule synchronization
Annual IRS tax law updates sync into the rule base; changes trigger impact notices for affected users.
Professional review
High-risk items lock by default and must be released by a licensed CPA/EA before final documents are generated.
Traceable sources
Tax answers and classifications cite IRS statutes and rulings, traceable to authoritative sources.
Deployment options
Stricter data isolation and deployment choices for enterprise and cross-border clients.
Protected by design
Isolation, access control, and audit records built in
Sensitive tax documents are open only to authorized identities, with complete operation records supporting internal review and long-term retention.
Important Boundary
The platform generates filing materials — it does not file for you
US TaxGPT is a tax software tool and does not replace the professional opinion of a licensed CPA or Enrolled Agent. Every output carries a mandatory disclaimer.
High-risk transactions — M&A restructuring, FIRPTA, large cross-border transfers — must be reviewed by a licensed US tax professional. The platform does not submit returns to the IRS; you review, export, and file through official channels.