TaxGPT Tax Research Tour | Dashboard, Modules & Audio Mode Walkthrough

Описание: Just signed up for TaxGPT? This is your starting point.

In this platform overview, Kash (CEO & Founder) of TaxGPT walks you through the entire dashboard and shows you where to find everything you need, from launching tax research to managing your team.

What Kash covers:
✅ Dashboard overview: Tax Research, Client Intelligence, Agent Andrew, Admin Center
✅ Navigation: Hamburger menu, team access, prompt library, training courses
✅ Mobile & desktop apps: Android, Apple, and Chrome extensions
✅ Product updates: "What's New" section (updated every Monday)
✅ Account settings: Profile, light mode, team settings
✅ Tax Research basics: Chat history, document upload, Tax Writer, Tax Matrix
✅ "Improve Prompt" button for better research results
✅ Audio Mode demo: Talk to TaxGPT hands-free


🔗 Learn more at: https://www.taxgpt.com
📅 Book a demo: https://www.taxgpt.com/demo

📚 Resources mentioned in this video:
→ Prompt Library: Access via hamburger menu after login
→ Training Courses: Available in your dashboard
→ Product Updates: Check "What's New" every Monday

📺 Watch Next:
→ Advanced Tax Research Workflows (coming in next video)
→ How to Prompt for Better Results: [   • Get the Most Out of TaxGPT | "Improve Prom...  ]
→ Multi-State Research with TaxGPT Matrix: [   • Run Multi-State Tax Research in 30 Seconds...  ]

#TaxGPT #TaxAutomation #AIforTaxes #AITaxSoftware #TaxResearchSoftware #AIforCPAs


Timestamps:
0:00 – Intro
0:08 – Dashboard Overview
0:49 – Getting Started with Tax Research
1:35 – Audio Mode
2:10 – What’s Next