Research, review, and preparation
Taxably vs. TaxGPT
Tax research and writing, return review, and an agent that works inside your tax software's screens. Taxably focuses on turning existing client folders into prep sheets.
Researched · USD
Pricing and what it covers
Taxably · Document organization and prep sheets
$10 per return
Plus $5 monthly firm fee
First 10 clients free, then $10 per return, plus $5 a month for the firm. No page charges.
The $5 monthly firm fee starts the day you add your card. The $10 per return starts after your first 10 clients. Card required to start.
Taxably pricing and billing detailsTaxGPT · Quote required
Custom plan pricing
Pro, Pro Plus, and Enterprise
- The pricing page publishes no dollar rates; each plan is quoted after a demo.
- Agent Andrew and Cowork use purchased credits. No dollar price per credit or included amount is published.
- No free trial is published; the pricing FAQ offers a demo on your own workflow.
These prices cover different work. A prep sheet, a software platform, and a professionally reviewed return are different deliverables.
What to budget for your firm
Compare a worked example, with the price basis and limits visible.
Assumes 10 eligible free clients at Taxably. Clear this option if those allowances are unavailable.
One firm, one return per client for one tax year, and 12 monthly firm fees where applicable. Before tax, staff time, existing tax software, and unlisted add-ons. Different products cover different work; these are budget calculations, not promised savings or measured performance.
Taxably
Calculated annual cost
$4,960
490 paid returns × $10 + 12 × $5.
$9.92 per return across 500 returns, including the firm fee.
Document organization and prep sheets. Your firm still prepares and files the return.
Taxably pricing and billing detailsTaxGPT
Current dollar estimate unavailable
Quote needed
Plan plus usage credits
Quoted annual plan + additional usage credits + any onboarding charges
The plan price and the dollar price of credits are unpublished. Agent Andrew and Cowork use credits; Cowork charges depend on task scope. A research subscription alone is not a preparation budget.
Source for this estimate for TaxGPT (opens in a new tab)What TaxGPT does
TaxGPT combines web-based research, drafting, client context and return review with Cowork, a desktop app whose agent works in the tax software for you. Pro covers research and review; Pro Plus adds Cowork, tax preparation and a bookkeeping agent. Access to a tool and the credits used to run it are separate budgeting questions.
- Research and writing alongside client-specific work.
- An agent that enters preparation in many tax programs.
- Connections to existing document storage and practice tools.
How the workflow compares
| Workflow | Taxably | TaxGPT |
|---|---|---|
| How work starts | Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents. | Pulls documents from connected storage such as Google Drive, Dropbox, SharePoint, OneDrive, SmartVault and Canopy. |
| What you receive | A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention. | Cited research, draft communications, review findings, and, on Pro Plus, preparation entered in your tax software. |
| Tax software | Works alongside your tax software. Does not enter figures into it or e-file returns. | Its preparation page names ten programs, including Drake, UltraTax, Lacerte, ProConnect and CCH Axcess. Coverage has varied by web or desktop edition; confirm yours in a demo. |
| Who reviews | Your preparer checks the source documents, resolves open items, and prepares the return. | Agent Andrew compares the prepared return with the source documents; the firm keeps sign-off. |
| Document handling | Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups. | An online service, with data stored in United States data centers, per the vendor. It states SOC 2 Type II and no training on your data. |
How work starts
- Taxably
- Reads connected client folders on your Windows computer. Clients keep their existing way of sending documents.
- TaxGPT
- Pulls documents from connected storage such as Google Drive, Dropbox, SharePoint, OneDrive, SmartVault and Canopy.
What you receive
- Taxably
- A bookmarked PDF prep sheet per client and tax year, with source documents and items needing attention.
- TaxGPT
- Cited research, draft communications, review findings, and, on Pro Plus, preparation entered in your tax software.
Tax software
- Taxably
- Works alongside your tax software. Does not enter figures into it or e-file returns.
- TaxGPT
- Its preparation page names ten programs, including Drake, UltraTax, Lacerte, ProConnect and CCH Axcess. Coverage has varied by web or desktop edition; confirm yours in a demo.
Who reviews
- Taxably
- Your preparer checks the source documents, resolves open items, and prepares the return.
- TaxGPT
- Agent Andrew compares the prepared return with the source documents; the firm keeps sign-off.
Document handling
- Taxably
- Documents and prep sheets on your firm's systems; external reading of document images. Your firm manages backups.
- TaxGPT
- An online service, with data stored in United States data centers, per the vendor. It states SOC 2 Type II and no training on your data.
Source documents and prep sheets stay on your firm's systems. Document images go directly from your computer to an external reading provider, which is not permitted to train on them. This is not an entirely offline workflow. Taxably's data handling
Which fits your firm?
Consider Taxably when
You want a published price you can budget today, and every client's folder turned into one organized prep sheet your preparer enters from, with the files staying on your firm's systems.
Consider TaxGPT when
You want research, drafting, review and an agent working inside your tax software, and you are comfortable with quoted, credit-based pricing.
Before you decide
- No published plan or credit price, so the season's cost cannot be budgeted before a quote.
- Preparation was described at launch as optimized for 1040s, with business returns on the roadmap.
- The preparation agent works through your tax software's screens; ask how it handles a screen it does not expect.
Common questions
Sources and review date
Sources reviewed on October 28, 2026. Follow the source for current terms.
- Current plans (opens in a new tab)
Plan names, included tools, and the quote-based pricing approach.
- Tax preparation (opens in a new tab)
Agent workflow, named tax programs, data location and security statements.
- Cowork (opens in a new tab)
Connected document storage, hosting and the agent roadmap.
- Usage credits (August 2026) (opens in a new tab)
Purchased credits for Agent Andrew and the Cowork desktop app.
- Accounting Today: TaxGPT preparation agent (March 2026) (opens in a new tab)
Return types at launch, how the agent works, and subscription pricing.
See it on your own client folders.
Watch a sample prep sheet, then create your account and point Taxably Connect at one client folder. The download is in your account once it is set up.
Published by Taxably. Reviewed October 28, 2026 using the official sources linked on each page. Product descriptions are vendor statements, not independent performance tests. Prices are in USD; quotes, taxes, contract terms, and availability may differ. Trademarks belong to their owners. Send corrections to support@taxably.ai. Suggest a correction