Inside Client Growth with Jamie Daffner | TaxGPT

Описание: In this video, Jamie Daffner, Head of Sales at TaxGPT, explains why tax professionals turn to TaxGPT instead of regular ChatGPT during tax season: they need accurate, trustworthy, jurisdiction-specific answers without spending extra time double-checking. He highlights key use cases including multi-state research, up-to-date guidance incorporating the “big, beautiful bill,” drafting memos, responding to IRS notices, reviewing tax returns with an agent like “Agent Andrew,” and securely analyzing uploaded documents such as tax returns, bank statements, and financial statements. Daffner addresses the main objection—how TaxGPT differs from ChatGPT—by emphasizing TaxGPT’s focus on accuracy with cited sources, security, document analysis, client intelligence profiles that relate entities for more pointed research, and human support with training and continuous education. He positions TaxGPT as combining the authority of traditional research libraries with the agility of AI and encourages viewers to book a 30-minute demo to see the product in action.

00:00 Intro
00:21 Meet Jamie Daffner + The Tax-Season Pain Points
01:11 Simple, Trustworthy Tax AI (Without the Fear Factor)
01:40 Multi-State & New-Law Confidence (The “Big Beautiful Bill”)
02:25 Time-Saving Workflows: Memos, IRS Notices, Return Review
02:57 How TaxGPT Differs from ChatGPT: Accuracy, Security, Human Support
03:49 Secure Document Analysis: Upload Returns & Financials Safely
04:19 Client Intelligence Profiles for Sharper, Context-Aware Research
04:54 Where TaxGPT Fits: Between Legacy Research Libraries and Generic AI